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This text refers to program version 8.5  

Specified Project Item Handling

This page describes the Specified Project Item Handling setting in the Job Costing module.

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The Specified Project Item Handling setting allows you to control how Items of different Types are treated in the Job Costing module. In this setting, you can make choices for an individual Project/Item combination that will override the default choices in the Project Item Handling setting.

To open the Specified Project Item Handling setting, first ensure you are in the Job Costing module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Specified Project Item Handling' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Specified Project Item Handling' in the 'Settings' list. The 'Specified Project Item Handling: Browse' window will be opened, listing the Project/Item combinations for which you have already entered records. To enter a new record, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). The 'Specified Project Item Handling: New' window appears: enter the details as appropriate and click [Save] (Windows/macOS) or tap √ (iOS/Android) to save the new record. You can only enter a single record for each Project/Item combination.

The example record illustrated above might be entered if the use of Plain Items in Time Sheets has been prevented in the Project Item Handling setting. It allows the use of a particular Plain Item (T002) in Time Sheets relating to a particular Project (1). Also, Item T002 cannot be used in Sales and Purchase Orders related to the same Project. If we had left the Item field blank, we would be able to use all Plain Items in Time Sheets relating to Project 1. If we had left the Project field blank, we would be able to use Item T002 in Time Sheets relating to any Project. Because the Item in this example is a Plain Item, the Stocked Items Only On options are not used.

This second example might be used if the Project Item Handling setting allows the use of Stocked Items in Purchase Orders related to Projects. Item 10101 is a Stocked Item, and this record allows its use in Sales Orders related to Project 1 (and prevents its use in Purchase Orders). Again, if the Item field is left blank, all Stocked Items could be used in Sales Orders relating to that Project. If the Project field is left blank, Item 10101 could be used in Sales Orders relating to any Project. Because the Item used is a Stocked Item, the Allow Plain Items On options are not used.

Because only a single record can be entered for each Item/Project combination, leaving the Item field blank in a particular record will mean that that record will cater for the handling of both Stocked and Plain Items for a particular Project.

The final set of options, Project Item Pricing, control the pricing of Stocked, Service and Plain Items when you register them against Projects using Purchase Invoices and Expenses. The option that you choose will only apply to the Item specified in the Item field above. If the Item field is empty, these options will be ignored and the Project Item Pricing behaviour will be determined by the Project Item Handling setting.

The 'Purchase Order' and 'Sales Order' functions on the Create menu (Windows/macOS) or + menu (iOS/Android) in the Project Budget window do not take account of this setting. They take their cue from the Project Item Handling setting only.

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Settings in the Job Costing module:

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