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I was trying to create a project estimate but contract value always shows as zero. Not sure which part I missed here.
Here is milestone/on account with values. Project type is fixed-price.
How did you create the estimate?
Do you have a forecast setup?
Thanks for your quick response.
Estimate was created from Project Manage tab > New > Calculate
As to forecast, yes there is existing project forecast which has same amount as the supposed to be contract value 9,290.00.
Not sure what went wrong in your case.
Can you check whether the milestone is linked to the correct project?
Also double check that no billing rule is setup.
Then you can try deleting the created estimate and creating it for the period 06 (June) onwards to see if this makes a difference.
Also try to replicate the issue in a different demo or test system to check if this behaves the same way.
I've found an on account credit note related to this. Would this be the cause of contract value showing as zero? If so, should I create again another milestone?
thank you for your help
Not sure if this helps.
What would help me at least is if you could share some 'step by step' screenprints that illustrate how you created the estimate.
I would like to see what has been selected and what AX created as the outcome.
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