(BRA) Project management and accounting parameters (modified form) [AX 2012]

Updated: January 21, 2013

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

Click Project management and accounting > Setup > Project management and accounting parameters.

Use this form to set up parameters for projects that you create and maintain in Microsoft Dynamics AX.

You can group the fiscal document lines that you create for hour, expense, on-account, or item project transactions by different criteria such as transaction text, employee, invoice type, or transaction lines before you print the fiscal document lines. You can also specify the default Código Fiscal de Operações e Prestações (CFOP) codes for the same state, a different state, or outside the country or region when you generate fiscal documents from project transactions. You can split project invoices based on service code when you post the invoice.

You can set up parameters and a number sequence for project debit notes.

NoteNote

The controls that are described in this topic apply only to your country/region. For full documentation of this form, see the following topic or topics:

Project management and accounting parameters (form)

Field

Description

Category

If this check box is selected, project transactions are grouped by invoice category to generate and print project fiscal documents.

Transaction text

Select this check box to group project transactions by transaction text to generate and print project fiscal documents.

Employee

Select this check box to group project transactions by the identification code of the person who is associated with the project transactions to generate and print project fiscal documents.

Invoice type

Select this check box to group project transactions by invoice type to generate and print project fiscal documents.

Line-specific

Select this check box to group project transactions by category, sales tax group, and item sales tax group to generate and print project fiscal documents.

Same state

Select the default Código Fiscal de Operações e Prestações (CFOP) code to generate and print service project fiscal documents for project transactions for customers and vendors that are located in the same state as the fiscal establishment of the legal entity.

Other state

Select the default CFOP code to generate and print service project fiscal documents for project transactions for customers or vendors that are located in the same country as the fiscal establishment of the legal entity, but in another state.

Outside country/region

Select the default CFOP code to generate and print project fiscal documents for project transactions for customers and vendors that are located in a different country from the fiscal establishment of the legal entity.

Invoice

Select this check box to split invoices based on service code when you post an invoice.

Cancel settled project invoice

Select this check box to enable the cancellation of project invoices and related fiscal documents after invoice settlement.

Authorized signatory

Enter the name of the person who approves debit notes.

Designation of signatory

Enter the designation of the person who approves debit notes.

Cancel settled debit note

Select this check box to cancel settled debit notes.

Reference

Select the identification code of the number sequence for the following reference types:

  • Debit note proposal

  • Debit note

  • Debit note voucher


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

Community Additions

Show: