(BRA) Project debit note proposals (list page) [AX 2012]

Updated: January 8, 2013

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

Click Project management and accounting > Common > Project debit notes > Project debit note proposals.

Use this list page to create, post, print, and maintain debit note proposals.

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

Button

Description

Debit note proposal

Open the Create a new debit note proposal form, where you can select the debit notes that are used to create a debit note proposal.

Edit

Open the Debit note proposals form, where you can update the information for the selected debit note proposal.

Post

Open the Post debit note proposals form, where you can specify criteria that are used to post the debit note proposal.

NoteNote

You can post debit note proposals only if workflow is not set up to process debit note proposals.

Payment schedule

Open the Payment schedule form, where you can update the payment schedule lines for the debit note proposal.

Totals

Open the Totals form, where you can view the total for lines in the selected debit note proposal, such as the item quantity, amount of charges, and net invoice amount.

Format debit note proposal

Open the Format debit note proposal form, where you can select, in a list of available transactions, the transactions to include on the debit note proposal. You can also enter header text to print on the debit note proposal.

Print preview

View an image of the selected debit note proposal.

Print management

Print the debit note proposal by using the print management settings.

Field

Description

Debit note proposal

The identification number of the debit note proposal.

Project contract ID

The identification number of the project contract that is associated with the debit note proposal.

Funding source

The name of the funding source for the debit note proposal.

Sales currency

The currency that is used by the funding source in the debit note proposal.

Debit note date

The date when the debit note is created.

Debit note

The identification number of the debit note.

Fiscal establishment ID

The identification number of the fiscal establishment that is associated with the debit note proposal.

Fiscal document type

The fiscal document type of the debit note proposal.

Service code

The service code of the services that are provided. The debit note proposal is generated for the services that are provided.

Status

The status of the debit note proposal. The options are Open, Debit note issued, and Debit note canceled.


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

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