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).
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Introduction to Reports in the Job Costing Module
