Project/category validation groups (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 > 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.
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
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. |
Fields
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. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).