View project transactions (EP) [AX 2012]

Updated: June 2, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can use Enterprise Portal for Microsoft Dynamics AX to view transactions that have been posted for projects. Project transactions are organized by type. You can view hour, item, expense, and fee/fee-subscription transactions. You can also view on-account transactions for projects.

  1. Click Project management on the top link bar, and then in the Project name column, click the project that you want to work with.

  2. On the Action Pane, on the Manage tab, in the Related information group, click Project transactions, and then click Hour transactions.

  3. To view transaction details, on the Hour transactions page, in the Transaction ID column, click the transaction that you want to view details for.

  1. Click Project management on the top link bar, and then in the Project name column, click the project that you want to work with.

  2. On the Action Pane, on the Manage tab, in the Related information group, click Project transactions, and then click Expense transactions.

  3. To view transaction details, on the Expense transactions page, in the Transaction ID column, click the transaction that you want to view details for.

  1. Click Project management on the top link bar, and then in the Project name column, click the project that you want to work with.

  2. On the Action Pane, on the Manage tab, in the Related information group, click Project transactions, and then click Item transactions.

  3. To view transaction details, on the Item transactions page, in the Transaction ID column, click the transaction that you want to view details for.

  1. Click Project management on the top link bar, and then in the Project name column, click the project that you want to work with.

  2. On the Action Pane, on the Manage tab, in the Related information group, click Project transactions, and then click Fee transactions.

  3. To view transaction details, on the Fee transactions page, in the Transaction ID column, click the transaction that you want to view details for.

  1. Click Project management on the top link bar, and then in the Project name column, click the project that you want to work with.

  2. On the Action Pane, on the Manage tab, in the Related information group, click Project transactions, and then click On-account transactions.

  3. To view project details, on the On-account transactions page, in the Project ID column, click the project that you want to view details for.

Hour, expense, or fee transactions for projects can be associated with specific worker. You can use the Worker transactions page to view these transactions by worker for various projects.

  1. Click Project management on the top link bar, and then in the Project name column, click the project that you want to work with.

  2. On the Action Pane, on the Manage tab, in the Related information group, click Project transactions, and then click Hour transactions..

  3. To view worker transaction details for a transaction, on the Hour transactions page, in the Transaction ID column, click the transaction that you want to view details for.

  4. In the View hour transactions page, in the Action Pane, click Worker transactions.

    TipTip

    Use the buttons on the Plan tab in the Action pane to view the category and project associations that are set up for this worker.


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

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