Summary
Sales amounts recorded against the project in the currency of the Project contract. Used for project level reporting in project currency.
Dynamics 365 Menu Item(s)
- Project management and accounting > Inquiries and reports > Transactions inquiries > Hour > Sales tab
- Project management and accounting > Inquiries and reports > Transactions inquiries > Expense > Sales tab
- Project management and accounting > Inquiries and reports > Transactions inquiries > Item > Sales tab
- Project management and accounting > Inquiries and reports > Transactions inquiries > Fee > Sales tab
- Project management and accounting > Inquiries and reports > Transactions inquiries > On-account > Sales tab
Legacy data model’s data entities
- PMBI_deFACTActualSales
Entities per transaction type
These entities are UNIONed in a SQL view.
- PMBI_deFACTProjEmplTransSale
- PMBI_deFACTProjCostTransSale
- PMBI_deFACTProjItemTransSale
- PMBI_deFACTProjOnAccTransSale
- PMBI_deFACTProjRevenueTransSale
New data model’s data entities
- PMBI_ProjCostTransSaleEntity
- PMBI_ProjCostTransEntity
- PMBI_ProjTableEntity
- PMBI_ProjFundingSourceEntity
- PMBI_EnumsTableEntity
- PMBI_ProjEmplTransSaleEntity
- PMBI_ProjEmplTransEntity
- PMBI_ProjItemTransSaleEntity
- PMBI_ProjItemTransEntity
- PMBI_ProjOnAccTransSaleEntity
- PMBI_ProjOnAccTransEntity
- PMBI_ProjRevenueTransSaleEntity
- PMBI_ProjRevenueTransEntity
- PMBI_ProjInvoiceTableEnitity
Synapse link approach tables
- ProjCostTransSale
- ProjCostTrans
- ProjTable
- ProjFundingSource
- PMBIENUMSTABLE
- ProjEmplTransSale
- ProjEmplTrans
- ProjItemTransSale
- ProjItemTrans
- ProjOnAccTransSale
- ProjOnAccTrans
- ProjRevenueTransSale
- ProjRevenueTrans
- ProjInvoiceTable
Field level functional description
- ActivityNumber: Identifies the specific activity associated with the sales transaction.
- ActualCost_: The actual cost incurred for the sales transaction.
- ActualSales_AccruedAmount_: The amount of sales revenue that has been accrued but not yet received.
- ActualSales_AmountCUR_: The actual sales amount in the transaction currency.
- ActualSales_Quantity_: The quantity of goods or services sold in the transaction.
- ActualSales_SalesPrice: The sales price applied to the transaction.
- ActualSales_TransID: The unique identifier for the sales transaction.
- ActualSales_WIPPeriodDate: The date associated with the work-in-progress (WIP) period for the sales transaction.
- CategoryId: The identifier for the category of the item or service sold.
- ContractId: The identifier for the contract under which the sales transaction occurred.
- CurrencyId: The currency code used for the transaction.
- FundingSourceId: The identifier for the funding source related to the sales transaction.
- LedgerTransDate: The date the transaction was posted to the ledger.
- LinePropertyId: The identifier for the line property, which may indicate billing or cost characteristics.
- PROJID: The unique identifier for the project associated with the sales transaction.
- ProjTransDate: The date of the project transaction.
- ProjTransStatus: The status of the project transaction (e.g., posted, pending).
- TransDate: The date the sales transaction occurred.
- TXT: A text field for additional notes or descriptions related to the transaction.
Post your comment on this topic.