(BRA) Debit note proposal (form) [AX 2012]

Updated: January 7, 2013

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.

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

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.

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 
(In the Reconciliation with customer advances grid)

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.


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

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