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Microsoft Dynamics AX (Archived)

Projects module doesn't create estimate project ID automatically

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Posted on by 1,212

AX 2012 R2 CU7:

The Projects module doesn't automatically create an estimate project for a fixed price project automatically like the training documentation states.  Why?  I'm stuck.  I don't see any config to influence this.  When I try to create an estimate by editing the project and right clicking on the Estimate Project ID field and selecting View Details, a new form "Estimate Projects - New Record" is displayed.  No estimate project ID is displayed.  Here, I click Estimate Project in the New group, I get a drop down box for Estimate Project ID.  I would expect to either (1) click the drop down box and select a project ID, or (2) enter a new ID.  I can't do either.  There is nothing in the drop down box to select, and AX rejects anything I try to type here.  Why?  This doesn't make any sense.  

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  • André Arnaud de Calavon Profile Picture
    306,118 Super User 2026 Season 1 on at

    Hi Howard,

    Did you specify a cost template and period code on the Estimate fasttab of the Project details form?

    In addition on LCS there is a known issue where an estimate project is not created when you change a project group on an already created project.

  • howalker Profile Picture
    1,212 on at

    When I create or edit a project, the only editable field in the Revenue Recognition FastTab is the Estimate Project ID field.  The Cost Template and Period Code filed are grayed out and not available for editing.

  • Verified answer
    howalker Profile Picture
    1,212 on at

    I posted my question on the AX User Group community.  Here is the answer to my question:

    "Hi Howard,

    Please check the "Revenue Recognition Accounting Rule" on your fixed price project group.  If it is set to "No WIP", the system will not create an estimate project when a project is created.  I think that might be your issue.

    Hope that helps.

    Rob

    ------------------------------

    Rob Fitzpatrick

    Sr. Solution Architect

    Western Computer

    Freehold NJ"

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