Use transaction category as a pricing dimension

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

This article shows how to use a transaction category as a pricing dimension. Before you begin, if you have not already created a pricing dimension solution, you will need to create a new one. If you already have a pricing dimension solution, then you can make your changes in that solution. If you have not created a new pricing dimension solution for your organization, complete the procedures in the Create custom fields and entities article.

Add transaction category to forms and views

To make transaction category visible in the UI in the pricing dimension solution, you will need to walk through all the forms and views of the key entities and add these fields to the forms and views of those entities. The following table is a comprehensive list of the out-of-the box forms and views, listed by entity, that will need to be updated with the new fields. If there any additional views or forms in your customizations on these entities, add the new fields to those as well.

Entity	Forms	Views
Role Price	• Information	• Active Resource Category Prices • Resource Category Price Associated View
Role Price Markup	• Information	• Active Role Price Markup • Role Price Markup Associated View
Quote line detail	• Project Information • Project Quick Create	• Active Quote Line Detail • Combined Quote Line Details • Quote Line Detail associated view
Project Contract line detail	• Project Information • Project Quick Create	• Combined Contract line Details • Active Contract Line Details • Contract Line Detail associated view
Project Task	• Information • New Form
Project Team Member	• Information • New Form	• Active Project Team Members • Project Team Members • Project Team members associated View
Time Entry	• Information • Create Time Entry	• My Time Entries By Date • My time Entries for this week • Time entries for approval
Journal Line	• Information • Quick create	• Active journal lines • Journal Line associated view
Invoice Line Detail	• Information • Quick create	• Active Invoice Line Details • Chargeable Invoice Transactions • Complimentary Invoice Transactions • Invoice Line Detail associated view • Non-Chargeable Invoice Transactions
Actual	• Information • Active Actuals	• Actual Associated view

Set up transaction category as a pricing dimension

1. In the web interface, go to Project Service > Settings > Parameters.
2. On the Parameters page, on the Amount-Based Pricing Dimensions tab, note the grid on the tab shows the records in the Pricing Dimensions entity.
3. Add Transaction Category to this list and set the Applicable to Cost and Applicable to Sale fields set to Yes.
4. In the Dimension Type field, select Amount-based, and then select the priority for Transaction Category related to cost and sales.