View project transactions

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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

You can view a list of pending project transactions and posted project transactions. For posted transactions, you can view transaction details or the general ledger posting for the transaction. You can also view invoice information for posted project transactions.

View pending project transactions

  1. Click Project management and accounting > Common > Projects > All projects.

  2. On the All projects list page, select the project for which you want to view pending transactions.

  3. On the Action Pane, on the Manage tab, in the Related information group, click Pending transactions.

View posted project transactions and transaction details

  1. Click Project management and accounting > Common > Projects > All projects.

  2. On the All projects list page, select the project for which you want to view posted transactions.

  3. On the Action Pane, on the Manage tab, in the Related information group, click Posted transactions.

  4. To view details for a transaction, select the transaction, and then, on the Action Pane, on the Project transactions tab, in the View group, click View transaction to open a transaction form that corresponds to the transaction type.

  5. In the transaction form, in the Display filter, select one of the following options:

    • Price – View information that is related to the cost and sales prices of transactions.

    • Ledger updates – View details that are related to what is posted to the general ledger in the accounting currency.

      Note

      The Consumed cost column that appears when you select this option shows the consumed costs that are posted to Profit and loss and WIP accounts. The Revenue column shows the revenue amount that can be either accrued or invoiced revenue that is posted to Profit and loss accounts.

    • Line amount – View the sales amount for a transaction line.

You can also view project transaction forms by type for all projects by clicking Project management and accounting > Inquiries > Transactions, and then clicking the name of the transaction type that you want to view.

View invoices for a project transaction

  1. Click Project management and accounting > Common > Projects > All projects.

  2. On the All projects list page, select the project for which you want to view posted transactions.

  3. On the Action Pane, on the Manage tab, in the Related information group, click Posted transactions.

  4. To view the invoices for the transaction, select the transaction, and then, on the Action Pane, on the Project transactions tab, in the View group, click Invoice lines.

View general ledger postings for a transaction

  1. Click Project management and accounting > Common > Transactions > Posted project transactions.

  2. On the Posted project transactions list page, select the transaction for which you want to view general ledger posting details.

  3. On the Action Pane, on the Project transactions tab, in the View group, click View ledger updates.