How to handle mark-up of billable T&E in Projects

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Posted on by howalker

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AX 2012 R2 CU7:

My client uses Project Mgmt & Accounting for tracking it's consulting engagements with its clients. It has a policy of marking up it's consultants' travel fees & expenses when it bills those to its clients. For example, let's say a traveling consultant incurs $100 worth of travel expenses. When it bills those expenses to its client, it wants to mark them up by 3% for example, so the client would be billed $103. The T&E will be extracted from Concur and uploaded to AX by way of a journal entry using an Atlas template. How can I do this in projects? The only thing close I have seen is using a negative discount, but that was only available on a vendor invoice, and that clearly wouldn't work.

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André Arnaud de Cal... 306,118 Super User 2026 Season 1 on at

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Hi Howard,

You can setup a sales price for expenses based on cost + percentage. During data entry the sales price on the expense journal is filled. I wonder if the Atlas template can handle this logic to be executed.

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