Тема
:
emeadaxsupport: How to use the Manual Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3
Показать сообщение отдельно
03.03.2015, 19:11
#
1
Blog bot
Участник
25,459
/
846
(
79
)
Регистрация: 28.10.2006
emeadaxsupport: How to use the Manual Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3
Источник:
http://blogs.msdn.com/b/axsupport/ar...ax2012-r3.aspx
==============
This blog goes through the steps of setting up the Manual Billing Rule for Project.
Setup a Journal for Billing Rule Fee Journal - Project Management and Accounting | Setup | Project Management and Accounting Parameters
Click the Journal link
Select Billing Rule Fee Journal:
3. Close the form
Create a Project – Project Management and Accounting | Common | Projects | All Projects
Click the Project button in the New group of the Project tab
Select the Project Type:
Enter the Project ID:
Enter the Project Name:
Select the Project Group:
Click the New button next to the Project Contract ID
Enter the Project Contract ID:
Enter the Name
Select the Funding Type:
Select the Funding Source:
Click Ok
Click Ok
Click the Project Stage button in the Maintain group of the Project tab select In Process
Expand the General fast tab
Click the Project Contract ID link
Click the Billing Rule button in the Set up group of the Project Contract tab in AX 2012 R2 – *NOTE* - This was changed from a button to a fast tab in AX 2012 R3. Expand the Billing Rules fast tab.
Click the New button – AX 2012 R2 In AX 2012 R3 click the Add button
Select the Line Type: Progress
Enter the Contract Value:
Select the Project you created
Select the Category
Close the Billing Rules form
Click the Manage Contract Status button in the Process group of the Maintain group of the Project Contracts form
Click the Update Percentage button and enter the Total Billing Percent
Click Ok
Note no changes to the form
Close the Contract Status form
Click the Project Invoice Proposal button in the Bill group of the Maintain tab of the Project Contract form
Click the Invoice Proposal From Billing Rule button in the New group of the Invoice Proposal tab
Select the Project Contract
Click the Search button
Mark the Select checkbox
Click Ok
Click the Post button in the Functions group of the Invoice Proposal tab of the Invoice Proposals form
Click Ok
Click Ok if prompted
Close the Invoice Proposal form
Click the Manage Contract Status button in the Process group of the Maintain group in the Project Contract form
Note the changes in the Contract Status form.
Источник:
http://blogs.msdn.com/b/axsupport/ar...ax2012-r3.aspx
__________________
Расскажите о новых и интересных блогах по Microsoft Dynamics, напишите
личное сообщение
администратору.
Blog bot
Посмотреть профиль
Найти ещё сообщения от Blog bot