Project/category validation groups (form) [AX 2012]

Updated: November 16, 2010

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 > Setup > Validation > Project/category validation groups.

Use this form to create groups that combine projects and categories for validation.

The validation setup:

  • Controls access limitations. The groups that you set up in this form define which categories are available for different projects.

  • Must be enabled or disabled for the entire company through the validation parameter setup in the Project parameters form.

  • Allows for individual workers to be exempt from validation through settings in the Project setup form.

  • Is applied throughout Microsoft Dynamics AX, such as when entries are registered in hour, cost, and inventory journals; in timesheets and expense reports; and so on.

The following tables provide descriptions for the controls in this form.

Tab

Description

Projects

Select the projects to be included in the active Project/category group by selecting a project in the Remaining projects area and then clicking the left arrow. The selected project number is added to the Selected projects area.

Remove a project from the validation group by selecting the wanted project in the Selected projects area and then selecting the right arrow. The selected project is moved to the Remaining projects area.

Remove a project by selecting the project in the Selected projects area and clicking the right arrow.

Categories

Select the categories to be included in the active Project/category group by selecting a category in the Remaining categories area and then clicking the left arrow. The selected category is added to the Selected categories area.

Remove a category by selecting the category in the Selected categories area and clicking the right arrow.

Field

Description

Project/category

Enter a short, unique ID for the project/category group.

Name

Enter a name for the validation group.

Selected projects

A list of projects that have been added to the selected validation group.

Remaining projects

A list of projects that are available to be added to the selected validation group.

Project stage

The status of the selected project, such as In progress or Created.

Selected categories

A list of categories that have been added to the selected validation group.

Remaining categories

A list of categories that are available to be added to the selected validation group.

Transaction type

The transaction type of the category is inherited from the transaction type of the category group.

All categories in a category group will have the same transaction types.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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