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Microsoft Dynamics AX (Archived)

Project Retention terms section under Projects

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Posted on by P.k.Kaushik

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Hello All,

I am trying to understand how the Project retention terms under the Project works

I created a new project contract and created a project for that contract.

I could see the customer information populated in the Project retention terms

However there are many projects (older projects created in past) for which i don't see this retention terms.

Would like to know the conditions when and when-not the project retention terms will be populated.

Thanks, KAushik

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P.k.Kaushik 1,031 on at

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Sorry, i meant Payment retention terms under the project section

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P.k.Kaushik 1,031 on at

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Is there any operation that triggers deletion of Payment retention terms?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Where exactly did you setup the payment retention terms? At the individual project level? Or in the billing rules that are tracked at the project contract level? Can you possibly share some screenprints of the setup that you used?

Many thanks and best regards,

Ludwig

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