Quick Tip : About shared categories in Microsoft Dynamics AX 2012

Friends,

Most of us must be aware of this functionality getting introduced in AX 2012. I will just provide a high level overview of it in this post.

In AX 2009, the expense categories were never shared between legal entities which was clearly a deficiency of AX 09. This functionality will help in may scenarios where in employees of the organization work on requirements of subsidiaries/other legal entities. This will allow them to incur expenses on behalf of the companies which they do not work for.

Let us see the step to setup a shared category in AX 2012 and verify how it can be used across any entity of the enterprise.

Navigate to Legal entity CEU > Project Management and accounting > Setup > Categories > Shared Categories.
Create a new record with ID = SharedExpCat and name = Shared expense category.
Select the “Can be used in Projects”, “Can be used in production”, “Can be used in expense” check boxes to be able to use this shared expense categories in Projects, production and expense respectively.
Let us select the Expense type as Car rental.

In AX 2012, we need to define categories in the shared category form before we can create those in the project categories. Once we have the categories defined in the Shared categories screen, they will be available in all the legal entities for use.

Let me know if you need more information about the shared categories and their usage in AX 2012.

Thanks

Keep DAXING

Smile

2 thoughts on “Quick Tip : About shared categories in Microsoft Dynamics AX 2012”

Liz May 9, 2012 — 3:10 pm

Thanks for the post! If I have set up a shared category and have selected “use in project” and then later decide that I want to use the same category in production (after I have already posted project transactions), it there a way that I can select “use in production” and show the category as a production category?

(Post author)

Sandeep Chaudhury May 15, 2012 — 11:04 am

Hi Liz,

Sorry about a late reply. I have been very busy. Just replying in case you are still looking for an answer for this.

If you have “Use in Project” marked for a category and and have posted project transactions, you can still use it as a production category by just marking the “Use in production” check boxes in the shared category and project categories forms under projects module.

Let me know if you still need clarification on this.

Thanks
Sandeep

Reply

Liz May 9, 2012 — 3:10 pm

Thanks for the post! If I have set up a shared category and have selected “use in project” and then later decide that I want to use the same category in production (after I have already posted project transactions), it there a way that I can select “use in production” and show the category as a production category?

1. (Post author)
  
  Sandeep Chaudhury May 15, 2012 — 11:04 am
  
  Hi Liz,
  
  Sorry about a late reply. I have been very busy. Just replying in case you are still looking for an answer for this.
  
  If you have “Use in Project” marked for a category and and have posted project transactions, you can still use it as a production category by just marking the “Use in production” check boxes in the shared category and project categories forms under projects module.
  
  Let me know if you still need clarification on this.
  
  Thanks
  Sandeep