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Create Menu - Project Transaction - Split Project Transaction

This page describes the 'Split Project Transaction' function on the Create menu in the 'Project Transaction: Inspect' window. If you are using iOS or Android, the 'Split Project Transaction' function is on the + menu.

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The 'Split Project Transaction' function allows you to divide a Project Transaction into two.

To use this function, open the Project Transaction that is to be divided in a record window and select 'Split Project Transaction' from the Create menu (Windows/macOS) or + menu (iOS/Android). The following window appears:

Use the single field to specify how the Project Transaction is to be divided. For example, if you want the Project Transaction to be reduced to 1/5 of its original value with the remaining 4/5 transferred to a new record, enter "5". If you want the Project Transaction to be reduced to 1/4 of its original value, enter "4", and so on. When you press the [Run] button, the Registered and Invoiceable Quantities will be reduced to the specified fraction of the original figure. You will need to close and re-open the Project Transaction to see the change. The remaining quantity will be transferred to a new Project Transaction, created for the purpose.

You must have saved all changes to the Project Transaction before you can use this function. You cannot split Project Transactions that have already been invoiced.

If you have issued a Credit Note against a Project Invoice, you will need to remove the Invoice Number from the relevant Project Transactions if you want to issue another Invoice. Invoice Numbers (and Invoice Dates) will be removed automatically if you have selected the Credit Notes update Project Transactions option in the Project Settings setting, but only if the value of the Credit Note is the same as that of the original Invoice. In the case of a partial Credit Note, the Invoice Number and Date will not be removed from the Project Transactions, because it will not be possible to establish which of the Project Transactions were included in the Credit Note. You should therefore remove the Invoice Number from the relevant Project Transactions yourself if you need to re-invoice. Having done so and if individual Project Transactions have been partially credited, you can use the 'Split Project Transaction' to split those Project Transactions into invoiced and credited parts, and then re-enter the Invoice Number in the parts that were not credited. This will ensure only the credited parts will be re-invoiced.

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The Project Transaction register in Standard ERP:

• Introduction
  

• Creating Project Transactions
  

• Creating Invoices
  

• Operations Menu
  

• Create Menu, including:
  
  • Split Project Transaction

Go back to:

• Home page for Job Costing module manual
  

• Home page for Standard ERP manual

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