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Project Transactions

This report is a list of Project Transactions.

Period
Paste Special    Reporting Periods setting, System module
The report period. Only Project Transactions whose Date falls within the report period will be shown.

Project
Paste Special    Project register, Job Costing module
Range Reporting    Alpha
Enter a Project Number, or range of Project Numbers, to list Project Transactions belonging to those Projects.

Item
Paste Special    Item register
Range Reporting    Alpha
This field can be used to list Project Transactions featuring particular Items only.

Person
Paste Special    Person register, System module
Range Reporting    Alpha
Enter a Person's initials to analyse their work during the report period.

Objects
Paste Special    Object register, System module
Specify an Object to list only those Project Transactions featuring that Object in the report. If you enter a number of Objects separated by commas, only those Project Transactions featuring all the Objects listed will be shown.

Inv. after from, To
Paste Special    Choose date
If you use the Inv. After field to delay the invoicing of Project Transactions, enter a start and/or end date to these fields to produce a list of Project Transactions that are to be invoiced in a particular period.

Function
These options control the level of detail shown in the report.
Overview
The Overview is a simple list, showing for each Project Transaction the Item Number, Date, Person, Serial Number of the originating record (e.g. Time Sheet Number or Purchase Invoice Number), Unit Price, Quantity, Markup and Total Price.

Detailed
This option shows every piece of information held in each Project Transaction record in the report selection.
Sorting
The report can be sorted by Project, Person or Item. Subtotals are provided for the sort option chosen (e.g. for each Project or each Person).

Type
Project Transactions raised from Time Sheets, Purchase Invoices, Expense records, Deliveries, Activities, Returned Goods records and/or Stock Depreciation records can be shown in the report. Select the options as required. At least one of these options must be selected, or a blank report will be produced.

Status
Uninvoiced and/or invoiced Project Transactions can be shown in the report. Select the options as required. At least one of these options must be selected, or a blank report will be produced.

Service Items only
Select this option if you only want to list Project Transactions for Service Items (time).