Update default values (form) [AX 2012]

Updated: October 5, 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 > Projects > All projects. Open a project from the project list. On the Projects list page, on the Action Pane, on the Manage tab, in the Bill group, click Customer advance. In the Customer advance form, click Default settings.

Use this form to enter a default percentage that is used when you create a customer advance. When you create an invoice to request a customer advance, the percentage is automatically applied to the project amount to calculate the amount of the advance. You can modify the amount that is calculated by default for a specific customer advance.


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.



Percent to pre-bill

Enter a default percentage to use to calculate the amount of a customer advance. By default, the percentage appears on all lines in the Customer advance form.


Enter a description for the customer advance percentage.

Apply current settings

Select this check box to update values that were previously entered in the Customer advance form. The percentage and description are automatically entered on all lines in the Customer advance form.

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