(BRA) Debit note proposal (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Manage tab, in the New group, click Debit note proposal.
–or–
Click Project management and accounting > Common > Project debit notes > Project debit note proposals. On the Action Pane, in the New group, click Debit note proposal.
Use this form to create project debit note proposals.
Task that uses this form
(BRA) Create and post a project debit note
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
Search |
Search for project transactions by project, date range, and other criteria. |
Select all |
Select all of the transactions to create a debit note proposal for them. |
Clear all |
Clear all selected transactions. |
Review indirect components |
Open the Indirect components form, where you can update indirect costs for the project. |
Split advance amount |
Open the Split customer advance transaction form, where you can enter the amount of a customer advance to include in the debit note proposal. The amount that you enter is deducted from the debit note proposal amount. |
Fields
Field |
Description |
---|---|
Project contract |
The project contract identification code. |
Project |
Select a project that is associated with the selected contract. If you do not select a project, all transactions for the selected project contract are displayed in the search results. |
Debit note date |
Select the date on which to post the debit note proposal. By default, the current date is displayed. |
Include subprojects |
Select this check box to search for transactions in subprojects of the selected project. |
Funding source |
Select the customer or other funding source for the debit note proposal. If the project has multiple funding sources, and you select allocation percentages for the funding sources, a debit note proposal is automatically created for each funding source by using the percentages that you specify in the project contract. |
Funding source name |
The name of the funding source. |
Reason code |
Select a reason code to search the transactions by. |
Reason comment |
The reason for the debit note cancellation. |
Start date |
Select the earliest transaction date to include in the search. |
End date |
Select the latest transaction date to include in the search. |
Select |
Select this check box to include the transaction in the creation of a debit note proposal. |
Transaction type |
The transaction type. |
Transaction origin |
The type of journal that is used to create the transaction. |
Activity |
The name of the project activity, if any, for the transaction. |
Transaction date |
The date when the transaction is posted to the project. |
Description |
The description of the transaction. |
Worker |
The name of the employee who approves the transaction. |
Currency |
The currency that is used in the posted transaction journal. |
Category |
The project category of the transaction. |
Quantity |
The number of items or other unit of measure for the transaction. |
Unit price |
The unit cost of the item or other unit of measure for the transaction. |
Indirect costs |
The sales value of indirect costs, if any, that is included in the transaction. |
Line amount |
The total sales value of the transaction that is inclusive of indirect costs, if any. |
Project date |
The date when a customer advance is posted to the project. |
Line amount |
The amount of the customer advance, which is expressed as a negative number. A customer advance that is included in a debit note proposal is deducted from the project transaction amounts. |
Total debit note amount: |
The total amount of the selected project transactions before customer advance amounts, if any, are deducted. |
Total deductions |
The total amount of the selected customer advance amounts. |
Net debit note amount: |
The total amount of the selected project transactions after customer advance amounts are deducted. |
See also
Indirect component transaction (form)
Split customer advance transaction (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).