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Microsoft Dynamics AX (Archived)

How to control customer address used in project contract funding source

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Posted on by 1,212

For AX 2012 R2 CU7:

Is there configuration or some other way that I can control which customer address is used when a project contract funding source is created?  Is there a way I can force or require AX to always use the customer's business address or the invoice address or delivery address each time a project contract funding source is created?  Ideally I would like to use configuration or some automated way to do this and not rely on humans to do this.  

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  • David Massey Profile Picture
    Microsoft Employee on at

    The default address used on the funding source is the customer's Invoice Address.  If an invoice address is not found, the primary address if an invoice address is not found.

  • howalker Profile Picture
    1,212 on at

    Thanks for your response.  Is there documentation on whether it's possible to influence (by way of configuration) which address is pulled from the project contract and populated in to the project?  

  • Community Member Profile Picture
    on at

    We have an issue, where if you have a Tax Invoice Address on the Client and then create a Project Contract for that customer, the funding source address name is not the customer name but the address description from the client tax invoice address, however if we use the customer Business Address the funding source address name is correct, the major of our projects are Business Address, however when we have a project where the address is for a third party ( E.G Care Of Address) we use the Tax Invoice address and have this issue  

    Any advice

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