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Finance | Project Operations, Human Resources, ...
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

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