Position Category and Earning Code Mapping Page

Use this form to map an earning code to a Position or Position group, and a Project category. These mappings are used in timesheet workflows to validate that selected Project Categories are associated with an Earning code.

Access Method

Modules > Project management and accounting > Setup > Timesheets > Position category and earning code mapping.

Configure timesheet workflows in: Project management and accounting > Timesheets > My timesheets

Roles and Privileges

  • Project accountant

  • Project supervisor

  • Resource manager

Tasks that Use this Form

Note: Ensure Project Categories used in timesheets are mapped to an Earning code to support workflow validation and payroll processing.

The following tables describe the page controls.

Buttons

Button Description
New Enables creating a new mapping record.
Save Saves the mapped record.
Delete Deletes the mapped record.

Fields

The following table lists the fields displayed on the Position category and earning code mapping page.

Field Description
Valid for position Indicates whether the mapping needs to be for a Position, Position group or both. You can select one of the following values based on your requirement:
  • Table - For mapping a Position record.

  • Group - For selecting a Position group record.

  • All - For mapping a Position or a Position group record.

Position Select a Position or Position group, or leave it blank based on the value selected in the Valid for position field. You can select one of the following values:
  • Position and its description when Table is selected.

  • Position group and its description when Group is selected.

  • None when All is selected.

Valid for category Indicates whether the mapping needs to be for a Project category or all project categories. You can select one of the following values based on your requirement:
  • Table - For mapping a Project category.

  • All - For mapping all project category

Category

Select a Category or leave it blank based on the value selected in the Valid for category field. When the Valid for category is Table, this field lists the Category, Category name and Transaction type.

Note: This field lists only the categories that are configured with the Transaction type as Hourly in the Project category form.

Earning code Displays a list of active earning codes configured in D365 Finance & Operations or Anthology Payroll based on the value configured in the Earning code source field on the Timesheet tab of the Project management and accounting parameters page.
When the Earning code source field is...Active earning codes from...
PayrollD365 Finance & Operations are displayed.
Anthology PayrollAnthology Payroll are displayed.

When the Earning code source field is Manual, you can manually enter an earning code, which will not be validated against the Earning code in Microsoft Dynamics 365 for Finance and Operations or Anthology Payroll.

Note: If a Project Category used in a timesheet is not mapped to an Earning code, a validation condition in the timesheet workflow may be triggered. This validation does not block submission but highlights the missing mapping.

Workflow Validation Behavior

The Position Category and Earning Code Mapping is used in timesheet workflows to validate Project Category and Earning code alignment.

  • A workflow validation condition can be configured in the Workflow editor.

  • During timesheet submission, the system checks whether the selected Project Category has a corresponding Earning code mapping.

  • If no mapping exists, the workflow condition is triggered.

  • This validation does not prevent timesheet submission, but provides visibility for correction during workflow processing.