Transaction (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Depending on your version of the program, do one of the following:
In Microsoft Dynamics AX 2012 R2: Click Project management and accounting > Common > Projects > All projects. Select a project, and then in the Action Pane, in the Maintain group, click Edit. In the Projects form, on the Revenue recognition FastTab, right-click the Estimate project ID field, and then click View details on the shortcut menu. In the Estimate projects form, in the Related information group, click Estimates. In the Estimate form, select an estimate line, and then click the Edit button. In the menu bar, click Actual, and then click Estimate or Accumulated.
Otherwise: Click Project management and accounting > Common > Projects > Estimate projects. On the Action Pane, in the Related information group, click Estimates. In the Estimate form, select an estimate line, and then click the Edit button. In the menu bar, click Actual, and then click Estimate or Accumulated.
Use this form to view transactions that are entered on the current cost line.
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Overview |
View primary details about the selected transaction. |
View detailed information on each transaction. You can check which worker entered the transaction and the project date. |
|
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 price |
View details about the cost price for the selected transaction. |
Buttons
Field |
Description |
---|---|
Voucher |
View all financial updates for the selected Hour transaction. |
Ledger updates |
View all transactions that have been posted to a project-related account. |
Fields
Field |
Description |
---|---|
Project date |
The date when the transaction was entered on the project. |
Estimate project |
The project ID of the current project. |
Activity number |
The ID for the project activity. |
Category |
The category selected when the transaction was entered in a journal. |
Worker |
The worker who entered the transaction. |
Line property |
The status that the transaction is attached to. |
Transaction type |
The cost type. |
Transaction ID |
The ID for the transaction. |
Transaction voucher |
The voucher number in the ledger. |
Description |
The text describing the transaction. |
Transaction origin |
The location where the transaction was created. |
Quantity |
The number of units that make up the transaction. |
Cost price |
The cost price per unit in the accounting currency. |
Cost amount |
The cost value of the units that make up the transaction. |
Ledger status |
The required location in the ledger: pending, balance sheet, or profit and loss. |
Estimate date |
The start date of the period. |
Start time |
The start time that is attached to the timesheet. |
End time |
The end time that is attached to the timesheet. |
Default financial dimensions |
The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures. |
Where the %1 dimension is used |
The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).