Matching types (form) [AX 2012]

Updated: November 24, 2010

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 > Setup > Grants > Matching types.

Use this form to create types to identify categories of matching funds.

Many organizations that award grants require that recipients spend a certain amount of their own money or resources to match what is awarded in the grant. This can include “cash” or “total amount” matching, where a specific sum of money is required; “percent” matching, where a percentage of the awarded amount is required; or “in-kind” matching, where a recipient provides goods and services instead of cash.

Create or modify a grant

A school district receives a grant for 100,000 to be used for science programs. The terms of the grant require the district to match the grant with 50,000 from its own budget. The district creates a matching type named “Monetary (Cash) Match – 50%.” When they enter grant information in the Grant details form, they select this grant type in the Matching type field.

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

Field

Description

Matching type

Enter a reference name for the matching type.

Description

Enter a description of the matching type.

Matching percentage

Enter the percent of matching funds that is required by the terms of the grant.

Comments

Enter comments about the matching funds and matching funds type.


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