Update the milestone status for on-account transactions for milestone billing rules
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3
This topic explains how to mark an on-account transaction that is associated with a milestone billing rule as “Complete.” When you create a milestone billing rule, on-account transactions and invoices are created for the sales value of a milestone on a specified date.
Click Project management and accounting > Common > Projects > Project contracts.
Select or open a project contract that contains the milestone billing rule that you want to update on-account transactions for.
On the Action Pane, on the Maintain tab, in the Process group, click Manage contract status.
In the Contract status form, select the line of a billing rule to update, and then, on the menu bar, click Update milestone status.
In the Update milestone status form, select the line of the on-account billing transaction for which you want to change the status to “Completed.”
Select the Mark as complete check box.