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2 min read

How to use the Automatic Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3

This blog is for creating a Automatic Billing Rule in Project Accounting

Setup a Journal for Billing Rule Fee Journal – Project Management and Accounting | Setup | Project Management and Accounting Parameters

  1. Click the Journal link
  2. Select Billing Rule Fee Journal:
  3. Close the form

 

Create a new Project – Project Management and Accounting | Common | Projects | All Projects

  1. Click the Projects button in the New group of the Project tab
  2. Select the Project Type:
  3. Enter the Project Name
  4. Select the Project Group
  5. Click the New button next to the Project Contract ID
  6. Enter the Project Contract ID
  7. Enter the Name
  8. Select Funding Type: Customer
  9. Select the Funding Source
  11. Click Ok
  13. Click Ok
  14. Expand the Budget and Forecast fast tab
  15. Click the Edit button
  16. Mark the Use Budget Control checkbox
  17. Select Transaction Type Controlled: Cost Only
  19. Click the Edit button
  20. Click the Project Budget button in the Budget group of the Plan tab
  21. Expand the Costs fast tab
  22. Click the New button
  23. Select the Project
  24. Select Transaction Type: Hours
  25. Select Category
  26. Enter the Original Budget
  28. Push it through workflow
  30. Close the Project Budget form
  31. Click the Project Stage button in the Maintain group of the Project tab and select In Process
  32. Expand the General fast tab
  33. Click the Project Contract ID link
  35. Click the Billing Rule button in the Setup group of the Project Contract tab *NOTE* – In AX 2012 R3 this button was moved to a fast tab in the Project Contract form. – Expand the Billing Rules fast tab 
  37. Click the New button – AX2012 R2 in AX2012 R3
  38. Click the Add button
  39. Select the Line Type: Progress
  40. Enter the Contract Value: 200,000
  41. Select the Project
  42. Select the Category 
  44. Expand the Project fast tab
  45. Select the Project
  46. Click Add
  47. AX2012 R3 Screenshot
  49. AX2012 R2 screenshot
  51. Click the Chargeable Categories button
  52. Select the Category
  53. Click Add
  55. Close the form
  56. Close the Billing Rules form
  57. Close the Project Contract form
  58. Click the Hours button in the Journals group of the Project tab
  59. Click the New button
  60. Select the Journal from the Name dropdown 
  62. Click the Lines button
  63. Change the Category:
  64. Enter the Hours: 20 
  66. Click the General tab
  67. Verify there is a Cost Price and Sales Price 
  69. Click the Post button
  70. Click Ok
  71. Close the Infolog
  72. In the Project Contracts form click the Project Invoice Proposal button in the Bill group of the Maintain tab
  73. Click the Invoice Proposal  from Billing Rule button in the New group in the Invoice Proposal tab 
  75. Click Ok
  76. Click Post in the Functions group of the Invoice Proposal tab
  77. Click OK
  78. Click Ok if prompted
  79. Close the Invoice Proposals button
  80. In the Project Contracts form click the Manage Contract Status button in the Process group of the Maintain tab


 As you can see I was able to generate the invoice proposal and I can see the total percent complete updated.

Reference:

How to use the Manual Billing Rule for Projects in Microsoft Dynamics AX 2012 R2 and AX2012 R3

http://blogs.msdn.com/b/axsupport/archive/2015/03/03/how-to-use-the-manual-billing-rule-for-projects-in-microsoft-dynamics-ax-2012-r2-and-ax2012-r3.aspx

Brad Gehrls

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