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Microsoft Dynamics AX (Archived)

User defined project stages

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Is it possible to define a project stage that would not allow workers to log time to the project when the hours portion of the project is complete , but would allow invoicing and other accounting functions to finish their portion of the project before moving the stage to "Finished".  thanks.........

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  • Verified answer
    David Massey Profile Picture
    on at

    Out of the box it is no possible to define stage rules to that level of granularity.

  • Verified answer
    5400 Profile Picture
    7,162 on at

    It is not in present scope. you need customization.

  • Verified answer
    Community Member Profile Picture
    on at

    Thanks for the reply.  Saves me the time of more searching!

  • Verified answer
    Community Member Profile Picture
    on at

    Thank you - really appreciate your time!

  • Suggested answer
    Joel Leichty Profile Picture
    466 on at

    In the Project stage rules there is a "Create journals" checkbox you can turn off to prevent Time entry. Leaving the "Create invoice proposals" checkbox on would allow you to finish up invoicing, and there are some other checkboxes for doing final Estimates on a fixed-price project.

    Therefore I would say yes this is possible, but the key is what you mean by "other accounting functions".

    technet.microsoft.com/.../hh208617.aspx

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