Create estimate (class form) [AX 2012]

Updated: January 31, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Periodic > Estimates > Create estimates.

Use this form to create an estimate that has a specified estimate date. The estimate includes all transactions that occur on or before the estimate date and which have not been included in any previous estimate. This applies to hour, expense, item, and on-account transactions only.

The following tables provide descriptions for the controls in this form.

Button

Description

Select

Open a query and select the data to be included. View the data selections in the select query.

Recurrence

Change the starting time and starting date of the batch job or set up a recurring batch job.

Alerts

Modify or set up alerts for the batch job.

Field

Description

Period code

Select the period type that you want to assign to the estimate.

Estimate date

Select the appropriate estimate date.

Continuous

Select the check box to create continuous estimate periods.

Cost to complete method

Select the cost to complete method.

Completion method

Select the completion method.

Beginning balance

Select the check box if you want to create a beginning balance estimate.

Forecast model

Select the forecast model that you want to use.

Copy from model

Select the forecast model to copy from.

Print estimate list

Select the type of estimate list to print.

Show Infolog

Select the check box if you want to display the infolog.

NoteNote

When you create multiple estimates, the final date for the most recently created estimate must be later than the date entered in the estimate that you created previously.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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