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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Project management and...
Finance | Project Operations, Human Resources, ...
Answered

Project management and accounting - posting setup

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Posted on by CapsLock 1,419

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.

pastedimage1576684246177v1.png

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

pastedimage1576684411568v2.png

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

pastedimage1576684469422v3.png

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

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

    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

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