Assign funding sources to a project contract [AX 2012]

Updated: March 28, 2011

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

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

  2. Create or open a project contract, and then select the Funding sources FastTab.

  3. Click Add.

  4. In the Funding type column, select whether this funding source is a customer, an internal operational organization, a grant, or an on-hold account.


    On-hold funding is a funding source into which you can record transactions until additional funding can be obtained or until you decide to bear the costs internally.

  5. In the Customer column, select the entity that you want to use as a funding source for the project contract.

  6. In the Funding source ID column, enter the name that you want to use to identify this funding source. The name can be the same as a customer identification number or name, or any other name that you want.


    The content of this field is displayed on transactions and in reports to identify the funding source.

  7. To change the default address and language that were specified when you made a selection in the Customer field, change the selections in the Invoice address and Language fields.

  8. To change the financial dimensions or payment options for a funding source, select the funding source in the grid and then click Details.

  9. Repeat steps 3 through 8 for each funding source that you want to apply to the project contract.

After you designate a customer, grant, or internal organization as a funding source, it can be included in the funding rules and funding limits that you create in the Funding limits and Funding rules FastTabs.

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