Project management and accounting parameters (form) (Project Management and Accounting Add-in)

  • Article

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

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

Use this form to set up project parameters. Project parameters define the following information:

  • The number sequence for billing rules, customer retention terms, vendor retention terms, and project identifiers. The names and number sequences are created by the system administrator.

  • Percentages that are used to measure the match between a worker’s capabilities and skills and the requirements of a project or activity.

  • Colors that are used on a scheduling calendar.

  • The optional text to print on purchase orders for vendor retentions and pay-when-paid contract terms.

Note

These controls are available only if the Project Management and Accounting Add-in is installed.

Tasks that use this form

Set up worker attributes

Set up Project management and accounting parameters

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

Link

Description

Scheduling

Enter percentages that are used to measure the match between a worker’s capabilities and skills and the requirements for a project or activity.

Number sequences

Set up number sequences for project documents.

Vendor contract language

Select a language. The vendor retention and pay-when-paid terms from a vendor contract are printed in the selected language when you print a purchase order to send to the vendor. You can specify a language for a vendor, a vendor group, or all vendors.

Fields

Field

Description

Full match percent 
(On the Scheduling tab)

Enter the percentage that represents a full match between a worker’s skills and the requirements for the selected project. A higher percentage means that the worker’s capabilities and skills more closely match the project requirements.

Default calendar

Select the default type of calendar to use for the project or activity schedule. The schedule is the time frame when workers are working on the project.

Skill set match

Enter the minimum percentage match of capabilities between a worker and a project or an activity for the worker to appear as a potential resource for a project.

Availability match

Enter the minimum percentage match of availability between worker and a project or an activity for the worker to appear as a potential resource for a project.

Colors section

Click the arrow next to each field in this section to open the Color form, where you can select the colors that appear in the scheduling calendar. Select a color for the following fields:

  • Changed color – Indicates that a record has been changed.

  • Hard commit color – Indicates a hard or firm commitment for a worker.

  • Soft commit color – Indicates a soft or tentative commitment for a worker.

  • Closed color – Indicates days when no work is being done on the project.

  • Available color – Indicates days on which the worker is available.

  • Conflict color – Indicates days on which the worker has a conflict.

Billing rule fee journal 
(On the Journals tab)

Select the default fee journal to use to post per-unit fee transactions.

Billing rule 
(In the Reference column on the Number sequences tab)

The reference name for the billing rule number sequence.

Number sequence code

Select Billing rule to set the number sequence code for billing rules.

Vendor retention terms

The reference name for the number sequence for vendor payment retention terms.

Customer retention terms

The reference name for the number sequence for customer payment retention terms.

Account code

Select the vendor or group of vendors for a language, from the following options:

  • Table – To select a specific vendor account in the Vendor account field.

  • Group – To select a vendor group in the Vendor group field.

  • All – To select all vendors.

Vendor account

If you select Table in the Account code field, select a vendor.

Vendor group

If you select Group in the Account code field, select a vendor group.

Vendor retention contract language

Enter text for printing a description of vendor retention terms on a purchase order.

Pay when paid contract language

Enter text for printing a description of pay-when-paid terms on a purchase order.

See also

Project management and accounting parameters (form)

Working time calendars (form)

Set up number sequences

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