Transfer price (form)

  • Article

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

Click Project management and accounting > Setup > Prices > Transfer price.

–or–

Click Human resources > Common > Workers > Workers. On the Action Pane, on the Project management tab, in the Set up group, click Sales prices, and then click Transfer price.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resources. On the Action Pane, on the Project resource tab, in the Maintain group, click Sales prices, and then click Transfer price.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resource availability. On the Action Pane, on the Project resource tab, in the Maintain group, click Sales prices, and then click Transfer price.

–or–

Click Project management and accounting > Common > Projects > All projects. Depending on your version of the product, do one of the following:

  • Microsoft Dynamics AX 2012 Feature Pack: On the Action Pane, on the Plan tab, in the Cost prices group, click Intercompany hours.

  • Microsoft Dynamics AX 2012 R2: On the Action Pane, on the Project tab, in the Cost prices group, click Intercompany hours.

Note

In AX 2012 R3 and cumulative update 7 or later for AX 2012 R2: The name of the form has been changed. The form was previously named Transfer price - hour.

Use this form to set up transfer prices both for workers who work on projects in related legal entities and for project expenses that are transferred to related legal entities. For a lending legal entity, a transfer price for an Hour transaction type is used as a sales price for hours that a worker spends working on a project for another legal entity in your organization. The transfer price for an Expense transaction type is is used as the value for costs that one legal entity incurs, and that a related legal entity then reimburses to that legal entity. The transfer price for hours and expenses represents a project cost for the borrowing legal entity.

Before you can use the transfer prices that you set up, you must enable intercompany timesheet reporting in the Project management and accounting parameters form, on the Intercompany page.

You can set up a transfer price that applies to all project work and expenses that are recorded in a borrowing legal entity. Alternatively, you can set specific prices for any combination of worker, project, transaction type, and category criteria for each borrowing legal entity.

Note

The Transfer price form opens in read-only mode when it is accessed from the Project form.

Tasks that use this form

Set up transfer prices for intercompany timesheets

Create an intercompany project invoice

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

Filters

Filter

Description

Display

Specify the types of sales prices to view in the grid:

  • Worker-specific pricing – View only the transfer prices that have been configured to apply to certain workers.

  • Project-specific pricing – View only the transfer prices that have been configured to apply to certain projects.

  • All – View all of the sales prices that have been configured.

Fields

Field

Description

Effective date

Select the date that the transfer price is effective.

Worker

Enter the worker with whom to associate the current transfer price. Workers are maintained in the Workers form.

Borrowing legal entity

The legal entity that manages projects for which your worker enters hours.

Transaction type

Specify the types of transactions to which the transfer price applies:

  • All – The transfer price applies to all transactions for the specified project, category, worker, and borrowing legal entity.

  • Hour – The transfer price applies only to hours that are posted to the specified project, category, worker, and borrowing legal entity.

  • Expense – The transfer price applies only to expenses that are posted to the specified project, category, worker, and borrowing legal entity.

    Note

    This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Project

The project to which the transfer price applies.

Category

The category to which the transfer price applies.

Sales currency

The accounting currency for the specified transfer price. By default, the value is the currency that is used in the borrowing legal entity’s project.

Transfer price model

Select a sales price model to use when the total transfer price for hours and expenses is calculated. For more information about how a sales price model affects the transfer price for intercompany transactions, see About sales price models.

Note

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Pricing

The hourly transfer price, based on local currency. The final transfer price may be changed by taxes, discounts, or other factors.

See also

About intercompany timesheets

Configuring cost prices, sales prices, and transfer prices

About sales price models

Sales price - Subscription (form)

Reserve a specific worker for a project

Key tasks: Assign workers to projects based on availability

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