About integration for service agreements and projects
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, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
When you work with service agreements and service agreement lines, you use data that is set up in the following areas in Project management and accounting.
Project prices
The cost and the sales price for a service agreement transaction are derived from the cost price setup that applies to the project that is attached to the service agreement. Cost and sales prices can be set up by project, employee, and category. For more information about project cost and sales prices, see Set up cost prices and sales prices for projects and About sales price models.
Project validation
The projects, employees, and categories that are available for selection on a service agreement line can be limited by the validation setup in Project management and accounting. By using the validation setup, you can combine employees, projects, and categories for control access. For more information about validation, see About validation in projects.
Project line properties
A line property is entered automatically for a service agreement line.
Line properties are created in the Line properties form in Project management and accounting. The line property that is entered on a service agreement is attached to the project that is selected for the service agreement and inherited subsequently by the service agreement line. For more information about line properties, see About line property setup.
Default offset accounts
If you enter an expense transaction, a default expense offset account is selected automatically for the transaction. The default expense account is set up for the project that is attached to the current service agreement. For more information about default expense accounts, see Default offset account for expenses (form).
Project categories
The categories that are available for service agreement lines are set up in the Project categories form in Project management and accounting. For more information about project categories, see About project category groups.
Note
Categories that have the Active in journals check box selected on the Project tab in the Project categories form are available for selection. However, if the Inactive categories check box is selected on the Journals tab in the Project management and accounting parameters form, all categories are available for selection.
Project parameters
If the Terminated workers field on the Journals tab in the Project management and accounting parameters form is selected, you can select inactive employees and active employees in the Service agreements and Service orders forms.
Also, you can enable the Start time and End time fields on the Project tab in the Service orders form to enter starting and ending times on service order lines.
Enable the starting and ending time feature for service orders
Click Project management and accounting > Setup > Project management and accounting parameters.
Click the Journals tab, and then select the Show start/end times check box.
Click Project management and accounting > Setup > Journals > Journal names.
Select the journal name that is attached to the service order.
Click the General tab, and then select the Show start/end times check box.
Note
Select the journal name for the service order in the Hour field on the Journals tab in the Service management parameters form.
For more information about journal names for projects, see About journal names.