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Creating Project Transactions - from Purchase Invoices and Expenses

This page describes creating Project Transactions from Purchase Invoices and Expenses. Please refer to the following pages for details about creating Project Transactions from other registers:

• Creating Project Transactions - from Time Sheets
  

• Creating Project Transactions - from Activities
  

• Creating Project Transactions - from Deliveries and Returned Goods
  

• Creating Project Transactions - from Stock Depreciation records
  

• Creating Project Transactions - from Purchase Invoices and Expenses

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You can register purchases from Suppliers and expenses against Projects from Purchase Invoices and Expense records. This means that you need not register a purchase or expense twice.

To do this, enter a Purchase Invoice or Expense record in the usual fashion. When the record is complete, go to flip B and specify an Item, Quantity and Project in each row that you need to register against a Project.

Mark the Purchase Invoice or Expense record as OK and save. Separate Project Transactions will be created for each row with a Project specified on flip B. These records can then be viewed from the Project Transaction register:

The Project, Item and Quantity will be copied to the Project Transaction from the Purchase Invoice or Expense row. In the example illustrated above, the Price (i.e. the unit price) has been calculated from the Amount and Quantity in the Purchase Invoice row, but you can choose to use the Base Price from the appropriate Item record. This is controlled using the Project Item Pricing (Purchase Invoices/Expenses) options in the Project Item Handling setting. Please refer to the Pricing and Costs - Time, Purchases and Materials from Purchase Invoices and Expenses page for more details about how the Price will be calculated. The Cost (i.e. per unit) in the illustration above has also been calculated from the Purchase Invoice row, but it could have been taken from the 'Costs' card of the Item record. This is controlled by the Use Item Cost Price for Purchases option in the Project Settings setting. The Markup % will be taken from the 'Pricing' card of the Item record.

As well as entering Purchase Invoices directly to the Purchase Invoice register as described above, you can also create them from Purchase Orders. If you have specified a Project in a Purchase Order, that Project will be copied to each Purchase Invoice row together with the appropriate Item and Quantity. For this information to be transferred correctly, you must be using the Consolidate by Items and Project or Transfer Each Row Separately options in the Purchase Invoice Settings setting. The Project in a Purchase Order together with Item information will also be copied to a Purchase Invoice that you create from the related Goods Receipt.

If you invalidate an originating Purchase Invoice or Expense record, the connected Project Transactions will be deleted. You will not be able to invalidate a Purchase Invoice or Expense record if the Project Transactions have been invoiced.

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The Project Transaction register in Standard ERP:

• Introduction
  

• Creating Project Transactions, including:
  
  • Creating Project Transactions - from Time Sheets
    

  • Creating Project Transactions - from Activities
    

  • Creating Project Transactions - from Deliveries and Returned Goods
    

  • Creating Project Transactions - from Stock Depreciation records
    

  • Creating Project Transactions - from Purchase Invoices and Expenses
  
  
• Creating Invoices
  

• Operations Menu
  

• Create Menu

Go back to:

• Home page for Job Costing module manual
  

• Home page for Standard ERP manual

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