Configure settings for adjustment transactions
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
In the Project parameters form, you can configure settings that determine how Microsoft Dynamics AX handles transaction adjustments in your organization. These settings determine which kinds of transactions may be adjusted, based on their transactions status. They also determine whether the original transaction date or the adjustment date is used as the project date for adjusted transactions.
Your selections here determine which types of transaction status can be searched for in the Create adjustment transactions form when someone in your organization is adjusting a transaction.
Click Project management and accounting > Setup > Project management and accounting parameters.
In the Project parameters form, click the General link, and then in the Allow adjustment of transaction status area, select the check box for each transaction status for which you want to enable adjustments.
If you want new transactions to be created whenever an adjustment is posted, select the Always create adjustment transaction check box.
If you want related fields to be updated automatically when a field is being edited in the lower set of tabs in the Adjustment form, select the Autoupdate field check box.
If you want an adjusted transaction to be dated with the adjustment date instead of the project date, select the Use adjustment date as new project date check box.
See also
View transaction adjustment history