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Out of Date or incorrect Search Priority for Cost and Transfer Price Hierarchies #223

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DFThinkmax opened this issue May 14, 2020 — with docs.microsoft.com · 1 comment
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DFThinkmax commented May 14, 2020

Hi,
We have found through testing that the search priority of cost/sales/transfer pricing listed above is not accurate for Dynamics 365 Project Management and Accounting (tested up to version 10.0.10)

I understand that this documentation has not been updated since 2014, and is specified for ax-2012, but no other documentation for sales/cost/transfer price search priorities for D365 FO Project management and accounting are available online (if any exists, i would appreciate a link).

In our testing we have found that, the following tables are what is currently in D365 (10.0.10)

Transfer Price:

image

Cost/Sales Price:
image

To summarize, in our testing, we have found that the order of search Priority is determined as 1. Project 2. Resource 3. Role 4. Category, except in a few scenarios (transfer price entries 1 & 2 on tables above), which we believe to be bugs. We are looking for updated documentation to determine what is designed.

*Note that at time of testing, entries containing both category + role are not possible.


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