Material Description: If you are using the One Row Total option for Invoice Material (below), all invoiceable materials will be summarised together on a single Invoice row. Specify here the text that is to appear in this Invoice row.
Invoice Material: These options work in the same manner as the Invoice Times options on the ('Service' card, but refer to materials. Again, the option selected here is a default: you can override it for a particular Project using the 'Stock & Materials' card of the Project screen.; If the Separate Inv. Row option has been switched on in a particular Project Transaction, that will override the option chosen here. This will happen by default in Project Transactions created from Time Sheets if the Time Sheets/Activities: Separate Inv Row option ('On Invoice' card of this setting and 'Invoicing' card of the Project) is on, and in Project Transactions created from Purchase Invoices and Expense records if the Purch. Invs/Expenses: Separate Inv Row option is on.
Budget Material: Use these options to choose which of the Invoice Material options will be chosen by default when creating new records in the Project Budget and Quotation registers. Please refer to the page describing the 'Invoicing' card of the Project Budget register for descriptions of the two options.

Previous Next Top Entire Chapter in Printable Form