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This text refers to program version 8.4  

Operations Menu - Activity - Open NL Transaction

This page describes the 'Open NL Transaction' function on the Operations menu in the Activity record window. If you are using iOS or Android, the 'Open NL Transaction' function is on the Tools menu (with 'wrench' icon).

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If you use Activities to post time to Projects, you can have that time posted to Work in Progress Accounts in the Nominal Ledger. In order for an Activity to post time to Work in Progress Accounts, that Activity must cause the creation of a Nominal Ledger Transaction. This will occur if the following conditions are met:

• You post time to a Project in which the Use WIP option has been selected;
  

• You have specified in the Sub Systems setting in the Nominal Ledger that Transactions can be created from Activities; and
  

• You have not disallowed the creation of Nominal Ledger Transactions from Activities in the Number Series - Activities, N/L Transactions setting.

Providing these conditions are met, a Nominal Ledger Transaction will be created when you mark an Activity as Done and save. This Nominal Ledger Transaction will debit the cost of the time to the Service WIP Account specified in the Account Usage J/C setting in the Job Costing module and credit the Service Balance Account in the same setting. The 'Open NL Transaction' function allows you to view that Transaction from the Activity.

When you select the function from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android), the Transaction will be opened in a new window.

You can use Access Groups to prevent certain users from opening Transactions from Activities. To do this, deny them access to the 'Open Transactions from Operations Menu' Action or to the Nominal Ledger altogether.

Please refer to the description of the Project and Invoice Item fields on the 'Contact' card of an Activity here for more details about using Activities to post time to Projects.

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Activities and Tasks in Standard ERP:

• Introduction
  

• Viewing Activities and Tasks
  

• Entering an Activity or Task
  

• Creating Activities and Tasks from Other Registers
  

• Activities in a Multi-Company Database
  

• Completing an Activity or Task
  

• Operations menu, including:
  
  • Customer Status
    

  • Send Calendar Invitation
    

  • Open NL Transaction
    

  • Open Main Task
    

  • Request Approval
    

  • Copy to iCal
  
  
• Create menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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