(IND) Project quotation (modified form) [AX 2012]

Updated: October 17, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Click Project management and accounting > Common > Quotations > Project quotations. Select a project quotation. On the Action Pane, on the Quotation tab, in the Maintain group, click Edit.

Use this form to create or update project quotations, inquire about project quotations for customers or prospects, and set up tax information for the customer’s location. By default, the form opens in line view. Only limited information about the header is displayed, and you can enter detailed information about lines. To view or change information about the header, click Header view on the Action Pane.

Before you can enter India tax information, a system administrator must set up India tax features in the General ledger parameters form. For more information about how to configure taxes for India, see (IND) Setting up and maintaining tax information.

NoteNote

The controls that are described in this topic apply only to your country/region. For full documentation of this form, see the following topic or topics:

Project quotation (form)

Tab

Description

Price

Enter the assessable value and maximum sales price for the selected project quotation line.

Tax information

Enter tax information by location for a project. The selected tax information is used to calculate local taxes on transactions that you post to the project.

Field

Description

Assessable value

Enter the assessable value for the cost of the project quotation line. By default, the assessable value is the sum of the net amount plus the charges on the project quotation line.

Max. retail price

Enter the maximum sales price for the project quotation line.

Location

Select the primary location for sales tax purposes. The location that you select determines the values in the Address, Tax information, Registration number, Tax Account Number (TAN), ECC number - others, IEC number, and STC number fields.

Tax information

The identification number for the tax information profile for the selected project location.

Tax Identification Number (TIN)

The Tax Identification Number assigned to the selected project location.

VAT commodity code

The value-added tax (VAT) commodity code that is assigned to the location.

Registration number

The India sales tax registration number assigned to the primary address for the project.

Form type

The India sales tax form type for the project.

IEC number

The Import-Export Code (IEC) number for the selected location.

Customs tariff code

The export tariff code for the selected location.

Excise type

Select an excise type for the project:

  • Manufacturer – The project transactions result from manufacturing excisable goods.

  • Trader – The project transactions result from distributing excisable goods.

  • None – The project transactions do not result from manufacturing or distributing excisable goods.

ECC number - others

The Excise Control Code (ECC) number for the selected location and excise type.

Excise tariff code

The excise tariff code assigned to the project.

Excise record type

The type of the excise record based on the excisable project transactions.

Direct settlement

Select the excise register to use to update the excise amount for project transactions.

DSA

Select this check box to update the project transaction details in the Daily stock account (DSA) register.

STC number

The Service Tax Code (STC) for the selected location.

Service code

Select the type of service for the transaction.

Tax Account Number (TAN)

The Tax Account Number (TAN) that is assigned to the project transactions for the selected location.


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

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