Cost template (form) [AX 2012]

Updated: October 1, 2014

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 > Setup > Estimates > Cost template.

Use this form to set up the project cost template.

A cost template is a method for outlining the following estimate information about fixed-price projects:

  • Cost estimates for a particular estimate project

  • Percentage of completion for projects that are posted according to the percent-complete revenue recognition accounting rule.

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

Tab

Description

General

View information about a selected cost template or enter information about a new cost template.

Button

Description

Cost lines

Open the Cost lines form and specify cost lines.

Field

Description

Cost template ID

Enter a short, unique ID for the cost template that is no longer than 10 characters.

Name

Enter a descriptive name for the control type that is no longer than 30 characters.

Hour cost line ID

Expense cost line ID

Item cost line ID

Enter a name for the cost line for each expense type. You must define at least one estimate line each for hour, expense, and item transaction types on the Cost lines form.

Completion method

Specify whether to maintain a percentage of completion automatically or manually.

  • Automatic – Percentage of completion is calculated automatically on a project. The resulting value cannot be changed.

  • Manual – Percentage of completion is calculated automatically on a project. The resulting value can be changed.

NoteNote

For manual calculations, the percentage of completion is maintained in the Manual calculation field on the General tab in the Estimate form.

Completion based on

The calculation unit is used to follow up on fixed-price projects.

  • Amount – The amount in accounting currency is used when calculating a percentage of completion.

  • Unit – The quantity is used when calculating percentage of completion.


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

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