Funding source details (form)
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 > Common > Grants > Grants. Select a grant, and on the Action Pane, click Edit. On the Associated projects and project contracts FastTab, click Add funding source. On the Funding source definition form, click Details.
–or–
Click Project management and accounting > Common > Projects > Project contracts. Select a project, and on the Action Pane, click Edit. On the Funding sources FastTab, click Details.
Use this form to view or update details for a customer, organization, or grant that has been selected as a funding source for a project contract.
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
General |
View details about the contract, funding type, and customer. You can also modify the name that is used to identify the funding source. |
Address |
View or change the invoice name and address of the funding source. |
Payment |
View or change the payment and invoice details of the funding source. |
Other |
Enter the eInvoice details for the project contract. Note This tab is available only to legal entities whose primary address is in Denmark and if you have selected the eInvoice check box. You must also enter a valid European Article Numbering (EAN) number in the EAN field in the Customers form. |
Financial dimensions |
View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures. |
Fields
Field |
Description |
---|---|
Project contract ID |
View the ID of the project contract to which this funding source is assigned. |
Funding source name |
View or change the descriptive name for this funding source. |
Funding type |
View information that indicates whether the funding source is an external customer or internal organization. |
Customer |
View the ID of the organization, grant, or customer who is the funding source responsible for payment. |
Invoice name |
View or change the name of the company or organization to which related invoices should be addressed. |
Invoice address |
Select the address of the company or organization to which related invoices should be sent. |
Address |
View the mailing address of the selected customer. |
Terms of payment |
Select the terms of payment for the current funding source. |
Payment schedule |
Select the payment schedule for the current funding source. |
Cash discount |
Select the appropriate cash discount for the current funding source. |
Individual buffer days |
Enter a number of days to extend the expected payment date for projects that are associated with this contract. Tip This number is used when you are creating forecast transactions to calculate the sales payment date, which is useful in forecasting your cash flow. |
Posting profile |
Select the posting profile for the current invoice project. |
Sales tax group |
Select a sales tax group. |
Number sequence group |
Select the number sequence group invoice type for the current invoice project. |
Language |
Select the language for the invoice. |
Customer requisition |
Enter the customer requisition number. Note This field is available on the Other FastTab. |
Customer reference |
Enter the customer reference number. Note This field is available on the Other FastTab. |
Line-specific |
Select this check box to specify dimension accounts for each project invoice line. If you clear this check box, you can specify a dimension account for the project invoice. Note This check box is available on the Other FastTab. |
Dimension account |
Enter a dimension account number. Note This field is available on the Other FastTab. |
Contact ID |
Select the identification number of the contact person who is associated with the customer. Note This field is available on the Other FastTab. |
Contact |
Enter the name of the contact person who is associated with the customer. Note This field is available on the Other FastTab. |
Associated payment attachment on the project invoice |
Select the payment slip attachment format from the following options:
Note This field is available on the Other FastTab. |
See also
Set up project contract funding
Assign funding sources to a project contract
About project contract funding
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).