About validation in projects
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
To control how project transactions are recorded, you can limit the values that are available in journals and timesheets for workers, projects, and categories. You can also set up rules to prevent records that violate the validation rules from being posted.
To use the validation feature, you must complete the following tasks:
Create one or more of the following validation groups: Worker/project, Project/category, or Category/worker. For more information, see Define validation connections.
Combine projects, workers, and categories as needed in validation groups. For more information, see Set up validation groups.
Enable workers for category or project validation. By default, workers are not restricted by the project validation system. You must enable this option for individual workers. For more information, see Enable validation parameters.
In the Project management and accounting parameters form, in the General area, set up parameters in the Project/category, Worker/project, and Category/worker fields. These parameters determine restrictions, for entry into journals and timesheets, for any validation connections that you set up for workers, projects, and categories. You can choose from the following options:
None – All projects/categories, project/workers, and category/workers are shown.
Lookup – A filtered list of projects/categories, project/workers, and category/workers is shown. Valid options that are not in the list can be entered.
Mandatory – A specified list of projects/categories, project/workers, and category/workers is shown. Only options that appear in the list can be selected.
Define category and worker validation assignments for a selected project. For more information, see Project validation worker assignments (form) and Project validation category assignments (form).
Example
You create a group for junior sales personnel in the Worker/category form and add to it all junior salespeople and all categories for transactions that can be entered by junior sales personnel.
Next, in the Project management and accounting parameters form, in the General area, in the Category/worker field, you select Mandatory.
As a result, when a junior salesperson enters a transaction line in the Expense journal form, only the categories that are defined for the junior sales personnel group are available.
In addition to the categories that are specified for the junior sales personnel group, you can add extra categories for particular workers in the group. These workers can then select from the additional categories when they record expense transactions.
See also
Project management and accounting parameters (form)