(IND) Projects (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 > Projects > All projects. Select a project, and then, on the Action Pane, on the Project tab, in the Maintain group, click Edit. Or, in the All projects list, double-click a project.

Use this form to create and maintain base information for projects. This form includes information about the project number, name, project contract, group, project status, resource scheduling, and other basic data. In the Projects form, you can perform the following tasks:

  • Review project transactions and invoice information.

  • Set up projects for posting.

  • Set up project sales prices and cost prices.

  • Set up and review project forecasting.

  • Enable project budgeting and forecasting, define budgeting settings, and compare actual project data to forecasts.

  • Set up requirements for skills and attributes for a project.

  • Identify and schedule skilled workers on a project.

  • Create an invoice to request an advance payment from a customer.

  • Manage amounts that are retained by a customer.

  • Specify retention terms for customer payments for a project.

  • Specify retention terms for vendor payments for a project.

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:

Projects (form)

Tab

Description

Tax information

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

Field

Description

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 for the primary address assigned to the project.

Form type

The India sales tax form type for the project.

Tax Account Number (TAN)

The Tax Account Number (TAN) that is assigned to the project transactions 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 the transaction.

Consignment

Select this check box to indicate that a project contract includes consignment transactions.

DSA

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

IEC number

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

Customs tariff code

The export tariff code for the selected location.

STC number

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

Service code

Select the type of service for the transaction.


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

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