Indirect component transaction (form)

Article
05/05/2014

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

Click Project management and accounting > Inquiries > Transactions > Hour. In the Hour transactions form, click Ledger updates. In the Ledger updates form, select a transaction that includes indirect costs, and then click Review indirect costs.

Use this form to view indirect costs that were added to a project. Indirect costs are costs that are not directly attributable to the production of an item or to the performance of a service. Examples of indirect costs include electricity, office supplies, and rent.

Indirect cost amounts are calculated from the rates and compounding rules that you define for the related indirect cost component group. You can define compounding rules based on costs, sales price, or the total amount of an invoice. For example, you can define a cost-based compounding rule by setting the hourly rate for an indirect cost equal to the worker’s pay multiplied by a compounding rate for payroll benefits.

Task that uses this form

Key tasks: Create and maintain indirect costs

Navigating the form

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

Tabs

Tab	Description
Overview	View all indirect cost components for an indirect transaction.
General	View information that is related to the selected indirect cost component.

Button

Button	Description
Compounding setup	Open the Assigned indirect cost components form, where you can create and modify indirect cost components that are assigned to an indirect cost component group.

Fields

Field	Description
Base cost price	The rate per worker hour that is charged as a direct cost to the project.
Base sales price	The rate per worker hour that you invoice to the customer.
Hours	The number of worker hours to invoice for the selected transaction.
% allocated for the funding source	The percentage of the indirect costs that is allocated to a funding source. You define funding allocations in the Project contracts form. Note If the project contract specifies only one funding source, the percentage allocation is 100 percent. Otherwise, the percentage displayed is the percentage of the indirect costs that is allocated for the funding source for the selected transaction.
Indirect cost component	The indirect cost component that is used in the indirect cost calculation.
Method	The method by which the indirect cost is calculated: Percent – The indirect cost amount is calculated as a percentage of the revenue amount. Unit rate – The indirect cost amount is calculated as a specified amount per hour.
Cost rate	The rate that is used to calculate the indirect cost components by using a cost-based compounding rule.
Cost amount	The amount that is used to calculate the indirect cost components by using a cost-based compounding rule.
Revenue rate	The rate that is used to calculate the indirect cost components by using a revenue-based compounding rule.
Revenue amount	The amount that is used to calculate the indirect cost components by using a revenue-based compounding rule.
Invoice rate	The rate that is used to calculate the indirect cost components by using an invoice-based compounding rule.
Invoice amount	The amount that is used to calculate the indirect cost components by using an invoice-based compounding rule.