Customer advance (form) [AX 2012]

Updated: October 2, 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.

Use this form to create an invoice to request a customer advance. Define the amount of the advance as a percentage of a budget category or as a specified amount.

The following tables provide descriptions for the controls in this form.

Button

Description

Default settings

Open the Update default values form, where you can select a percentage to apply to all lines in the customer advance.

Field

Description

Project ID

The identification number of the project or subproject

Transaction type

The type of transaction for the customer advance. This value is always an on-account transaction type for customer advances.

Category

The project category that is assigned to the transaction.

Activity

The project activity that is assigned to the transaction.

Description

Enter a description for the customer advance. If you entered a description in the Update default values form, the default description is displayed.

Original budget

The original budgeted amount for the project or subproject.

Revised budget

The revised budget amount for the project or subproject, if the original budget was revised.

Total budget

The sum of the original budget amount and the revised budget amount.

Advance percentage

Enter a percentage to use when you create an invoice to request a customer advance. If a default percentage was entered in the Update default values form, the default percentage is displayed. You can change the percentage.

Advance amount

The calculated amount of the advance.

Total advances

The total of all customer advance amounts. This includes the current advance.

Total customer advance invoice amount

The sum of the current requested customer advances plus previous advances, if any.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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