Review costs, revenue and profitability (form) [AX 2012]

Updated: October 11, 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 > Common > Quotations > Project quotations. Open a project quotation or create a new project quotation. In the Project quotation form, on the Action Pane, on the Project quotation tab, in the View group, click Estimates.

Use this form to view estimated project profitability by transaction type. The estimated costs, revenue, profit, and profit margin are derived from the project quotation and project work breakdown structure.

NoteNote

If you are using Microsoft Dynamics AX 2012 Feature Pack or Microsoft Dynamics AX 2012, this form is available only if the Project Management and Accounting Add-in is installed.

The following table provides descriptions for the controls in this form.

Field

Description

Transaction type

The type of transaction that is entered for the quotation, such as hour, expense, item, or fee.

Estimated costs

The total of the estimated costs for the transaction type.

Estimated revenue

The total of the estimated revenue for the transaction type.

Estimated profit

The profit amount for the transaction. The profit is calculated by subtracting the total estimated costs from the total estimated revenue for the transaction type.

Estimated profit margin

The estimated profit on the transaction, expressed as a percentage. The percentage is calculated by dividing the estimated profit by the total estimated revenue for the transaction type.


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