Fee forecasts (form) [AX 2012]

Updated: March 30, 2011

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 > Inquiries > Forecasts > Fee.

–or–

Click Project management and accounting > Common > Projects > All projects. Select or open a project. On the Action Pane, on the Plan tab, in the Forecast group, click Fee forecasts.

–or–

Click Project management and accounting > Common > Projects > Project contracts. Select or open a project contract. On the Action Pane, on the Plan tab, in the Forecast group, click Fee forecast.

Use this form to enter and manage information about future fees that the company expects to invoice to customers.

Fee forecasts are used for general budgeting purposes. Fee forecasts are entered for expected fees on Time and material projects. For Fixed-price projects, on-account forecasts are typically entered to record the expected payment installments for the project. Payments on a fixed-price project can be divided over a long-term period. Therefore, it can be useful to maintain a general overview of what payments are expected and when they are expected.

Edit forecast transactions

Enter forecast transactions

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

Tab

Description

Overview tab

Enter new forecast transactions with the expected sales price for the fee.

General tab

Enter additional identification information.

Dates

View or enter date information.

Financial dimensions

View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Button

Description

Edit

Update, copy, or delete forecast transactions.

General ledger preview

View the general ledger entries for the selected transaction.

Transfer quotation lines

Register quotation lines for fees as fee forecast lines.

Trade agreement

Click to view records for a selected price group.

Field

Description

Forecast model

Enter the budget model for the record. The default model can be specified in the Project parameters form.

Exploded

Indicates whether the forecast model has been expanded, or “exploded.” Once exploded, no links exist between the different forecast model lines.

Project date

Enter the expected date of the fee.

Project ID

The project identification.

Category

The category of the fee transaction.

Worker

The personnel number of the worker who is associated with the fee forecast.

Description

Enter text to describe the transaction.

Sales currency

Select the currency of the expected transaction.

Sales price

Enter the expected sales price for the transaction.

Line property

Status to which the transaction is attached.

Budget type

The type of budget information that this forecast holds.

  • Original - The forecast holds the budget amount first committed.

  • Remaining - The forecast holds the budget amount remaining. This amount is reduced by transactions and increased or decreased by budget revisions.

  • Revision – The forecast holds the amounts by which a remaining budget was changed.

  • None – The forecast is not used for budget control.

Funding source

The ID of the funding source that is associated with the expected transaction.

Transaction ID

The transaction identifier.

Exchange rate

The currency in which the customer would be invoiced. The default currency is set in the project contact.

Active

Clearing this check box indicates that the budget record will not be calculated in the budget.

Method

Method options that are available:

  • None - If you select this option, no method is employed, and the forecast record is perceived as a whole record.

  • Period - If you select this option, you select a period code Period key field. The forecast record is repeated according to the interval selected in the Unit field.

  • Key - If you select this option, forecast records are appropriated at fixed intervals, and amounts are defined by the period allocation setup.

Quantity

Select the number of units between the estimate records. If you select months in the Unit field, the current budget record is repeated every month until the ending date.

Unit

Select a unit of time to indicate how frequently the budget record is repeated.

End

Enter the ending date of the appropriation period.

Period key

Select the period key that you want to use for allocating forecast records. Selecting a period key divides the current forecast record into the parts that you selected in the period key setup.

Stop

Select this check box to exclude the current transaction from the appropriation.

Project date

Enter the expected date of the fee.

Invoice date

Expected date of invoice.

Elimination date

View or change the elimination date. When you create the forecast, the elimination date is set to the end date of the project. If the project has no end date, the project date is applied. This applies to fixed-price projects and investment projects.

Sales payment date

Expected payment date of the revenue.

Default financial dimensions

The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.

Where the %1 dimension is used

The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group.

NoteNote

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.


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