Hour journal (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 > Journals > Hour.
–or–
Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Project tab, in the Journals group, click Hour.
Use this form to create, maintain, validate, post, print, approve, and reject journal entries for hours that are assigned to a project in Microsoft Dynamics AX. You can also use this form to reverse the cost of worker hours for a project. The date of the reversing journal entry is automatically set to the current date.
In cumulative update 6 or later for Microsoft Dynamics AX 2012: You can create a reversing journal entry for a future date. For example, you can accrue the cost of worker hours for a project at the end of a fiscal period, and then reverse the accrued cost at the beginning of the next fiscal period. For information about how to create a reversing entry for a specific date, see Journal lines for hours (form).
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
View all the journals that have been created. You can also see a summary of the hours and lines that have been entered on the individual lines of the journals. |
|
View detailed information for individual hour journals. You can also change the approval procedure that is inherited from the journal name. |
|
Default values |
Select the values for worker, project, transaction text, and other options that will be selected by default when you are creating new lines in the Journal lines for hours form. |
Blocking |
Define the journal as private for a user or a user group. |
History |
View historic information about the journal. |
Buttons
Button |
Description |
|---|---|
New |
Create a journal that is based on the options that are selected on the Journals tab in the Project management and accounting parameters form. |
Delete |
Delete the selected journal. |
Copy |
Create a new journal that contains the same transactions as the selected journal. |
Reverse |
Create a reversal of the selected journal entry. The reversal must be posted in order to offset the original journal entry. When you reverse a journal entry by using this option, the posting date for the reversing entry is today’s date. In AX 2012 R3 and cumulative update 7 or later for AX 2012 R2: You can specify the date on which to automatically post the reversing entry for an hour journal. For more information about how to set up a reversing entry for a specific date, see Journal lines for hours (form). |
Lines |
Enter and post lines on the current journal. |
Validate |
Validate all the lines in the journal. |
Post |
Post the journal. |
Log |
View the log file. |
Approval |
If a procedure for approving journals has been entered for the current journal setup, click to change the approval status. |
Print the journal. |
Fields
Field |
Description |
|---|---|
Name |
The journal name defaults from the setting on the Journals tab in the Project parameters form. |
Journal |
The identification number of the journal. This number is assigned automatically by the system. |
Description |
View the description for the journal. By default, the description is copied from the description that was entered in the Journal name setup form. |
Hours |
The total quantity of hours registered in the journal. |
Lines |
The number of journal lines in the journal. |
Posted |
If this check box is selected, the transaction has been posted. |
In use |
Indicates whether a journal is currently in use in the system. |
Created from timesheet |
Indicates whether the hour journal was created from a project timesheet. |
Timesheet number |
The source timesheet number that was used to generate the hour journal transaction. |
Voucher series |
The identifier of the voucher series that is assigned to the associated journal name. The voucher series provides the numbering sequence for vouchers. Note The default voucher series for a journal type is specified in the Project management and accounting parameters form. |
Selection by |
The time when a new voucher number is automatically picked. |
New voucher by |
The time when a new voucher is allocated. |
Set voucher date to |
Select how the voucher date for the transaction is determined on the journal lines:
|
Detail level |
Specify whether transactions are to be summarized financially (or remain as separate transactions) after posting. Transactions that have the same financial dimensions, voucher, category, and posting date can be summarized financially by selecting Summary. If the detail level is set to Details, the transactions remain separate. Example You create two lines for an Hours journal as follows:
One of the lines is for 4 hours and the other for 10 hours. The detail level in the journal is set to Summary. On the Hour journal page, you will see two separate transactions – one for 4 hours and one for 10 hours. However, by selecting the line with 4 hours on it and then clicking Voucher, you can view a combined record that contains both transactions, because they have been summarized financially. Note If the same scenario history status is repeated as in the previous example, but the detail level in the journal is set to Details, the two transactions will appear separately in the Voucher form. |
Delete lines after posting |
Delete journal lines after posting is completed. |
Approve |
Select journal approval setup. |
Status value |
Change the journal status. |
Project date |
Project transaction date. |
Project ID |
Project number. |
Category |
Category that is used as a default. |
Worker |
Select the worker number that is automatically copied to the journal lines. |
Line property |
Status that the transaction is attached to. |
Description |
Default text that is copied from the journal header into the journal lines. |
In use |
Indicates whether the journal is being used. |
Private |
Select this check box to mark the journal as private. |
Used by user |
The ID of the worker who is currently using the journal. |
Private for user |
Worker for whom the journal is private. |
Locked by system |
Selected if the current journal has been blocked by the system. Clear the check box to unlock and post the journal. |
Private for user group |
User group for which the journal is private. |
Posted |
The check box is selected if the journal has been posted. |
Posted on |
Date on which the journal was posted. |
Posted by |
Worker who posted the journal. |
Original journal number |
Journal number from which the lines are transferred. |
Lines |
The total number of lines in a journal. |
Hours |
The total number of hours that are entered in a journal. |
See also
Set up project journal options
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