Category validation worker assignments (form)

Article
10/09/2018

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 > Project categories. In the Project categories form, click the Validation button, and then click Assign workers.

Use this form to define validation assignments for the selected category. The validation assignments control access limitations when workers register entries in the hour, cost, and item consumption journals, and when they enter timesheets. The assignments that you set up in this form make the category available for selected workers or include the category in worker/category groups.

You can enable or disable the validation assignment for the current organization through the validation parameter setup in the Project management and accounting parameters form.

Tasks that use this form

Define validation connections

Navigating the form

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

Tabs

Tab	Description
Validation list	An overview of the Worker/category validation groups.
Validation group	Maintain the list of which categories are assigned to the selected validation group. Add the selected category to existing Worker/category validation groups by selecting the group in the Remaining groups area and then clicking the left arrow. The selected group is added in the Selected groups area. Remove a category from a validation group by selecting the group in the Selected groups area and then clicking the right arrow. The selected group is moved to the Remaining groups area.
Worker	Maintain the list of which workers are assigned to the selected validation group. Enable workers to access the current category by selecting the workers in the Remaining workers area and then clicking the left arrow. The selected category is added in the Selected workers area. Remove a worker from the group of workers that can access the current category by selecting the worker in the Selected workers area and then clicking the right arrow. The selected worker is moved to the Remaining workers area.

Validation list

An overview of the Worker/category validation groups.

Validation group

Maintain the list of which categories are assigned to the selected validation group. Add the selected category to existing Worker/category validation groups by selecting the group in the Remaining groups area and then clicking the left arrow. The selected group is added in the Selected groups area.

Remove a category from a validation group by selecting the group in the Selected groups area and then clicking the right arrow. The selected group is moved to the Remaining groups area.

Worker

Maintain the list of which workers are assigned to the selected validation group. Enable workers to access the current category by selecting the workers in the Remaining workers area and then clicking the left arrow. The selected category is added in the Selected workers area.

Remove a worker from the group of workers that can access the current category by selecting the worker in the Selected workers area and then clicking the right arrow. The selected worker is moved to the Remaining workers area.

Fields

Field	Description
Personnel number	The identification number of the worker.
Worker name	The name of the worker.
Worker/category	The name of the worker/category validation group.

Category validation worker assignments (form)

Tasks that use this form

Navigating the form

Tabs

Fields

See also

Additional resources