Request for customer retained amount (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 > Projects > Project contracts. Select or open a project contract, and then, on the Action Pane, on the Maintain tab, in the Bill section, click Request retained amount.

Use this form to view amounts that a customer has retained and to create an invoice for a retained amount. You can also review the total amount that is retained by each funding source.

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 tables provide descriptions for the controls in this form.

Tab

Description

Customer payment retention summary

View a list of retained amounts by funding source and by project.

Project invoices

View the project invoices with retained amounts for the transaction that you select on the Customer payment retention summary FastTab.

Button

Description

Create invoice proposal

Open the Invoice proposals form, where you can create an invoice proposal for the selected retained amount. You can create a separate invoice proposal for each funding source.

Field

Description

Select

Select this check box to view the project invoices associated with a retained amount.

Project

The project for which to release retained amounts.

Sales currency

The currency that is used in the customer invoice.

Customer retained amount

The current total amount retained from invoices by the selected customer.

Retained amount requested

The total retained amount selected. This field is automatically updated when you select a transaction on the Project invoices FastTab.

Invoice

The customer invoice in which an amount was retained.

Retained amount

The amount that was retained in the selected invoice.


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