News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Project management and...

Finance | Project Operations, Human Resources, ...

Answered

Project management and accounting - posting setup

(0) Share

Report

Report

Posted on by CapsLock

1,351

Hi,

I would like to understand better how project postings work. To start with, I see there are different places where you can setup postings for project transactions:

* One is from the project categories form or group categories. I put them here as same thing as I believe they are the same just that by setting group postings these will default in any category added to that group.

* Another is from PMA > Setup > Posting > Ledger posting setup:

* I still see a third place which is project groups.

What's the difference between these three places to setup postings?

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

RE: Project management and accounting - posting setup

Hi CapsLock,

Personally, I prefer the ledger posting setup form because it summarizes all the accounting setups that have been made in the category and/or project group form.

It gives me just a better overview of what is setup.

You can of course use the other forms as well but ultimately everything will be visible in the ledger posting setup form.

Best regards,

Ludwig

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans