Project report sort fields (form) [AX 2012]

Updated: March 28, 2011

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 > Projects > Project report sort fields.

Use this form to define sorting criteria for projects.

You can define sort fields to sort and group projects, so that you can view cross-sections of projects according to values that you select. Sorting information is optional and can be added at any point, even after transactions have been registered to a project. You can define up to three sort fields.

The information that you obtain by using sort fields is for analysis only. Sort fields do not contain business logic.

You can apply the sorting feature if you sell projects to customers in different parts of the world. Product line is another example of a sorting criterion.

You can select sort field values for a project in the Projects form.

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

Button

Description

Project control

Open a menu that contains the following items:

  • Project statements - View statements for projects that are associated with the selected sort field line.

  • Cost control - Calculate and analyze costs for projects that are associated with the selected sort field line.

  • Invoice control - Calculate and display posted transactions for projects that are associated with the selected sort field line.

  • Hour utilization - Calculate the hour utilization rate for projects that are associated with the selected sort field line.

  • Cash flow - Calculate forecasted and actual cash flow for projects that are associated with the selected sort field line.

Field

Description

Sorting

Select one of the three available sort fields from the drop-down list.

Identification

Define an identifier for the sort field value.

Description

Enter a unique name or description for the sort field value.


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

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