Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX forum
Suggested answer

Project quotation : include categories based on %

Posted on by 65

Dear AX users,

I am wondering if there is an option in AX 2012 allowing me to include in a project quotation a category where the amount is based on a %.

An example for a quotation:

Line 1 : Hours = 1000 USD

Line 2 : Travel expenses = 100 USD

Line 3 : Subcontractor = 500 USD

Line 4 : management fees = 10% of the total amount of lines 1+2+3 = 160 USD. => here, instead of typing "quantity 1 x unit price 160" in the quotation, I'd like to input a % based amount

Then, when the project is created, I'd like to also use this % when I invoice the customer.

I hope my question is clear, if not don't hesitate to ask questions :) Thanks in advance for your help!

Nelly

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Project quotation : include categories based on %

    Hello Nelly,

    To my knowledge no such feature exists in AX2012.

    You can make a system modification or try to prepare and upload your quotation lines in Excel to save some time.

    Best regards,

    Ludwig

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,513 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,862 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans