Dynamics 365 Project Operation integrated Approach — Transaction Categories

Hi Folks, As promised in previous post, this time I have tried to give a detailed understanding. I focus on the creation of Transaction Categories for Integrated Approach. Let's start. Creating Transaction Categories in Dynamics 365 Project Operations Transaction Categories are a foundational element in Dynamics 365 Project Operations, especially in environments integrated with Dynamics... Continue Reading →

Fixed Price percentage completion Contract with Milestone Billing – Full Cycle

Project Type : Fixed Price Percentage Completion - with work in progress Billing Rule : Milestone Project group Setup: Project Transaction Summary: Activity Sub activity Type Description  Qty  Cost / Unit  Cost Value  Sales / Unit  Sales Value 1 1.1 Item Item-001               12.00               140.00              1,680.00                 168.00              2,016.00 1 1.2 Item... Continue Reading →

Categories in Project Management & Accounting Module of Microsoft Dynamics AX 2012

Instruction:- For practice of Accounting and Reporting always use demo data of "USSI" legal entity provided by Microsoft. Creation of category group, Shared category, and Project category All categories basically identify by "Category Group", so lets understand how to create "Category Group". Go to USSI-->Project Management and Accounting-->Setup-->Categories-->Category groups New Category Group: Project While creating Category... Continue Reading →

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