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Dynamics 365 Community / Forums / Finance forum / Transactions type
Finance forum

Transactions type

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Posted on by Meggie 95

Hello 

In project management and accounting we can create category groups from 4 differents transactions type. I am looking a document or an explanation of each transactions type why we should create a category group in transaction Fee instead of Item.

Thank you

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  • Suggested answer
    Eugen Glasow Profile Picture
    Eugen Glasow 6,361 on at

    Have you tried Google before asking? ;)

    docs.microsoft.com/.../about-transaction-types

    In addition, if you have any fixed fee project you should create at least 1 special fee to be able to recognize the revenue. Aside of that, fees are used just to bill the customer at will an arbitrary amount of €€€.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Meggie,

    In addition to what Eugen already mentioned, fee related transactions only post revenue while item related transactions usually post costs and revenues. These are totally different transactions types and create different vouchers. Do you look for some specific scenario that you want to record for you project?

    Best regards,

    Ludwig

  • Meggie Profile Picture
    Meggie 95 on at

    Yes Google is my friend but the documentation for Finance and operation module is not really developed.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    The link that Eugen provided has some good information though :-)

    If you need more detailed information and examples, have a look at the following books:

    www.amazon.com/s;ref=nb_sb_noss

    Best regards,

    Ludwig

  • Meggie Profile Picture
    Meggie 95 on at

    Thank you I have already this book I will check where it is detailed

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