Category 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 > Categories > Category groups.
Use this form to set up category groups for projects.
Tasks that use this form
Create categories and category groups for projects
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Note
If an account applies for a specific posting type for all projects, you can select the account in one of the account type fields on the Cost accounts tab or Revenue accounts tab.
Tab |
Description |
---|---|
Cost accounts |
The accounts that are listed on the Cost accounts tab correspond to the accounts that are listed on the Cost accounts tab in the Ledger posting setup form. Select the ledger account that applies to the selected category group for each cost account. |
Revenue accounts |
The accounts that are listed on the Revenue accounts tab correspond to the accounts that are listed on the Revenue accounts tab in the Ledger posting setup form. Select the ledger account that applies to the selected category group for each revenue account. |
Buttons
Button |
Description |
---|---|
Setup |
Open a menu that contains the following items:
|
Project categories |
Open the Project categories form, which is filtered to display only the categories that are attached to the active category group. |
Project control |
Open a menu that contains the following items:
|
Fields
Field |
Description |
---|---|
Category group |
Enter an alpha-numeric identifier for the category group, no longer than 10 characters. This identifier appears when you select the category group from a drop-down list in project forms. |
Transaction type |
Select one of the four predefined transaction types, depending on what transactions are going to be posted on the category group. Note Fee subscriptions are included in the category Fee. On-account transactions cannot be added to category groups. |
Category group name |
Enter a descriptive name for the category group. |
Line property |
Select a default line property for the category group. |
See also
Create categories and category groups for projects
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).