Funding source definition (form) [AX 2012]

Updated: May 29, 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 > Grants > Grants. Select a grant, and then on the Action Pane, click Edit. In the Grant details form, on the Associated projects and project contracts tab, click Add funding source.

You can use this form to enter or delete funding sources for a grant. Select a project contract to add the funding source to, and then enter project contract information for the funding source. You can enter all the details when you do this, or you can leave the default information in place and update it later.

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

Button

Description

New

Add a funding source to the selected project contract. When you select a project contract, a line is added to the grid for the first funding source. Click New to add additional funding sources for the project contract.

Delete

Delete the selected funding source from the project contract.

Details

Open the Funding source details form, where you can enter information about Financial dimensions for the funding source. For more information, see Funding source details (form)

Create

Create the funding source by using the details that you entered.

Field

Description

Project contract

Select the project contract that the grant funding source will be added to.

Funding type

The description of the funding type that is associated with the Project contract that you select. For more information, see Project contracts (form).

Grant customer

The organization that is the source of the grant. You can set up grant customers in the Customers form. For more information, see Customers (form).

Fund provider

The alphanumeric identifier for the funding source.

Funding source name

Enter a name to identify the funding source.

Invoice address

Select the address to be used for invoices that are related to the funding source.

Language

Select the language that will be used for invoices that are related to the funding source.

Enter project contract information for the funding source now.

Select this option if you want to enter details for the new funding source in the Project contracts form that opens when you click Create. For more information, see Project contracts (form).

Use default information for the funding source now. This information may be updated later.

Select this option if you want to use default information for the new funding source. You can update this information at any time in the Project contract details form.


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

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