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Creating Project Transactions - from Activities

This page describes creating Project Transactions from Activities. Please refer to the following pages for details about creating Project Transactions from other registers:

• Creating Project Transactions - from Time Sheets
  

• Creating Project Transactions - from Activities
  

• Creating Project Transactions - from Deliveries and Returned Goods
  

• Creating Project Transactions - from Stock Depreciation records
  

• Creating Project Transactions - from Purchase Invoices and Expenses

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A Project Transaction can be created when you mark an Activity as Done and save it. For this to happen, the Activity must be assigned an Activity Type that belongs to an Activity Class in which you have selected the Create Project Transaction option. After you have defined the appropriate Activity Types and Activity Classes, it becomes easy for users to register their own time using the Calendar or Task Manager. You may also find it useful to specify an Item (which must be a Service Item) in each Activity Type and to select the Force Entry of Project and Force Entry of Invoice Item options in the Activity Classes.

Enter the Activity in the usual fashion (e.g. from your Calendar or Task Manager or by opening the Project in a record window and selecting 'Workflow Activity' from the Create menu (Windows/macOS) or + menu (iOS/Android)).

Specify an appropriate Activity Type (i.e. one that will cause Project Transactions to be created as mentioned in the first paragraph).

On the 'Time' card, enter the time spent working on the task directly to the Cost (Time) field, or enter Start and End Times to have the Cost (Time) calculated automatically. You can choose any Task Type except Project, but the Calendar Type must be Time.

On the 'Contact' card, specify the Project and enter an Item representing the type of work carried out. This must be a Service Item, and a default Item will be brought in if you specified one in the Activity Type. If you selected the Force Entry of Project and Force Entry of Invoice Item options in the Activity Class to which the Activity Type belongs, you will not be able to save the Activity if the Project and Invoice Item fields are empty.

When you mark the Activity as Done and save it, a Project Transaction will be created. This can then be viewed from the Project Transaction register:

The Registered and Invoice Quantities will be taken from the Cost (Time) field of the Activity, and the Price will be calculated using the formula described on the Pricing and Costs - Time, Purchases and Materials from Time Sheets and Activities page.

If you invalidate the originating Activity, the Project Transaction will be deleted. You will not be able to invalidate the Activity if the Project Transaction has already been invoiced.

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The Project Transaction register in Standard ERP:

• Introduction
  

• Creating Project Transactions, including:
  
  • Creating Project Transactions - from Time Sheets
    

  • Creating Project Transactions - from Activities
    

  • Creating Project Transactions - from Deliveries and Returned Goods
    

  • Creating Project Transactions - from Stock Depreciation records
    

  • Creating Project Transactions - from Purchase Invoices and Expenses
  
  
• Creating Invoices
  

• Operations Menu
  

• Create Menu

Go back to:

• Home page for Job Costing module manual
  

• Home page for Standard ERP manual

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