Transaction (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Depending on your version of the program, do one of the following:

• In Microsoft Dynamics AX 2012 R2: Click Project management and accounting > Common > Projects > All projects. Select a project, and then in the Action Pane, in the Maintain group, click Edit. In the Projects form, on the Revenue recognition FastTab, right-click the Estimate project ID field, and then click View details on the shortcut menu. In the Estimate projects form, in the Related information group, click Estimates. In the Estimate form, select an estimate line, and then click the Edit button. In the menu bar, click Actual, and then click Estimate or Accumulated.

• Otherwise: Click Project management and accounting > Common > Projects > Estimate projects. On the Action Pane, in the Related information group, click Estimates. In the Estimate form, select an estimate line, and then click the Edit button. In the menu bar, click Actual, and then click Estimate or Accumulated.

Use this form to view transactions that are entered on the current cost line.

Tasks that use this form

Create an estimate project

Navigating the form

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

Tabs

Tab	Description
Overview	View primary details about the selected transaction.
General tab	View detailed information on each transaction. You can check which worker entered the transaction and the project date.
Financial dimensions	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.
Cost price	View details about the cost price for the selected transaction.

Buttons

Field	Description
Voucher	View all financial updates for the selected Hour transaction.
Ledger updates	View all transactions that have been posted to a project-related account.

Fields

Field	Description
Project date	The date when the transaction was entered on the project.
Estimate project	The project ID of the current project.
Activity number	The ID for the project activity.
Category	The category selected when the transaction was entered in a journal.
Worker	The worker who entered the transaction.
Line property	The status that the transaction is attached to.
Transaction type	The cost type.
Transaction ID	The ID for the transaction.
Transaction voucher	The voucher number in the ledger.
Description	The text describing the transaction.
Transaction origin	The location where the transaction was created.
Quantity	The number of units that make up the transaction.
Cost price	The cost price per unit in the accounting currency.
Cost amount	The cost value of the units that make up the transaction.
Ledger status	The required location in the ledger: pending, balance sheet, or profit and loss.
Estimate date	The start date of the period.
Start time	The start time that is attached to the timesheet.
End time	The end time that is attached to the timesheet.
Default financial dimensions	The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.
Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).