Update the milestone status for on-account transactions for milestone billing rules [AX 2012]

Updated: July 28, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to mark an on-account transaction that is associated with a milestone billing rule as “Complete.” When you create a milestone billing rule, on-account transactions and invoices are created for the sales value of a milestone on a specified date.

  1. Click Project management and accounting > Common > Projects > Project contracts.

  2. Select or open a project contract that contains the milestone billing rule that you want to update on-account transactions for.

  3. On the Action Pane, on the Maintain tab, in the Process group, click Manage contract status.

  4. In the Contract status form, select the line of a billing rule to update, and then, on the menu bar, click Update milestone status.

  5. In the Update milestone status form, select the line of the on-account billing transaction for which you want to change the status to “Completed.”

  6. Select the Mark as complete check box.

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