Hour transactions (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Project management and accounting > Inquiries > Transactions > Hour.
–or–
In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resources. On the Action Pane, on the Project resource tab, in the Transactions group, click Hour.
–or–
In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resource availability. On the Action Pane, on the Project resource tab, in the Transactions group, click Hour.
Use this form to view hours that workers have entered for projects in Microsoft Dynamics AX. Hour transactions can include hours that are accrued and reversed for a project.
Hour transactions can be associated with an indirect cost component group. An indirect cost component group defines the rules by which indirect costs are calculated. If a worker’s hours are associated with an indirect cost component group, the amount of indirect costs that is posted to a project is calculated from the number of hours that the worker enters for the project. For more information, see About indirect costs for projects.
If you create a reversing entry for hour transactions on a project, and the hour transactions that you reverse are associated with indirect costs, the indirect costs are also reversed. For more information about how to reverse hour transactions, see Journal lines for hours (form).
Tasks that use this form
View transaction adjustment history
Key tasks: Create and maintain indirect costs
Navigating the form
The following tables provide descriptions for the controls in this form.
Filters
Filter |
Description |
---|---|
Display |
Select an option to determine the columns that appear in the Overview grid:
|
Invoice status |
Filter records according to the following options:
Note If you create a reversing entry for an hour transaction, the status and line properties of the reversing entry are copied from the transaction that you are reversing. |
Tabs
Tab |
Description |
---|---|
View all transactions that are identified by the Display and Invoice status filter settings. |
|
View details about the selected transaction. |
|
Financial dimensions |
View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures. |
Cost |
View the consumed cost of the transaction after it has been posted to a general ledger account. You can also see whether the transaction has been posted to a profit and loss account or a WIP account. |
Sales |
View details about the sales amount that is associated with the selected transaction. You can also view the invoicing status and funding source for the transaction. |
Buttons
Button |
Description |
---|---|
Voucher |
View all financial updates for the selected transaction. |
Ledger updates |
View all transactions that have been posted to a project-related account. |
Functions |
Open a menu that contains the following items:
|
Inquiries |
Open a menu that contains the following items: Invoice lines – View the invoice lines of the invoice proposal or invoice to which the transaction is attached. The project invoice proposal or invoice is shown only if an invoice proposal has been created or an invoice has been posted for the transaction. Adjustment trace – View the relation between the original transaction, the reversal transaction, and the new transactions. You can also see information about when the adjustment was made, who made it, and which fields in the transaction were changed. |
Subledger journal |
View subledger journal lines for the transaction. |
Fields
Field |
Description |
---|---|
Legal entity |
The legal entity that managed the project for which hours were entered.
Note The Legal entity field is available only if intercompany timesheet support has been enabled for your legal entity.
Note This control is available only if Microsoft Dynamics AX 2012 Feature Pack is installed. |
Project date |
The date on which the transaction was posted to the project. |
Project ID |
The project to which the transaction is attached. |
Activity number |
The identification number of the project activity. |
Category |
The project category to which the line is attached. |
Line property |
The attribute that defines cost and sales percentages and options for revenue accrual and capitalization cost. |
Worker |
The worker who is associated with the transaction. |
Transaction ID |
The summary or lot identification for transactions that are attached to the same hour transaction. |
Reference ID |
The identifier that is assigned to the project transaction. |
Adjustment reference ID |
The identifier that is assigned to the project adjustment transaction. |
Transaction voucher |
The journal voucher or project for the selected transaction. |
Description |
A description of the transaction. This description is entered in the Description field when the journal was posted. |
Transaction origin |
The type of activity that created the transaction, such as an hour journal or timesheet entry. |
Indirect cost component group |
The group of indirect costs that is assigned to an hour transaction. The amount of indirect costs for the group is calculated from the number of hours that are charged to the project. |
Invoice status |
The status of the transaction, such as whether it has been created as an invoice proposal or credit note proposal, or if it has been invoiced. |
Hours |
The number of hours that are attached to the transaction. |
Cost price |
The cost price per hour of the current category. |
Indirect cost |
The total amount of indirect costs in the cost price for the transaction line. |
Total cost amount |
The total of quantity multiplied by cost price. |
Sales currency |
The currency in which the project is invoiced. |
Sales price |
The sales price per hour of the associated category. This price includes any additional costs and charges. |
Accrued amount |
The amount of accrued revenue. This must be a number larger than zero if the Accrued revenue check box is selected on the Sales tab, which signifies that revenue has been accrued. |
Added indirect costs |
The total sales value of indirect costs for the selected transaction. |
Total sales amount |
The total of quantity multiplied by sales price. |
Sales tax group |
The sales tax group that is associated with this transaction. A sales tax group is a set of codes that are used to calculate tax for sales and purchases. |
Item sales tax group |
The item sales tax group that is associated with this transaction. An item sales tax group is a set of codes that are used to calculate tax for items. |
Invoice proposal |
The invoice proposal for the selected hour transaction. |
Invoice |
The invoice for the selected hour transaction. |
Start time |
The start time that was entered for a transaction. |
End time |
The end time that was entered for a transaction. |
Ledger status |
The status of the transaction in the ledger, such as balance sheet or profit and loss. |
Estimate date |
The date when this transaction was processed by the estimate system. |
Funding source |
The funding source that is associated with the transaction. |
Accrued revenue |
A selected check box indicates that revenue from an hour transaction has been accrued. |
See also
About indirect costs for projects
Reserve a specific worker for a project
Key tasks: Assign workers to projects based on availability
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).