Difference between revisions of "News:Automatic adjustment of WIP when printing a project invoice/en"

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==General==
  
==General==
   
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*The adjustment is made based on the invoice content at the time of definitive printout.
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*Adjustment will be made according to the invoice content at the time of definitive printout.
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*Adjustment date is the book date of the invoice.
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*Adjustment date shall be the accounting day of the invoice.
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*The automatic adjustment is only upwards, i.e. existing WIP will never be adjusted downwards.
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*The automatic adjustment is only upwards adjustment, i.e. existing WIP will never be adjusted downwards.
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*Existing time reports will be invoiced if they have same LOB and fee code as stated in invoice content.
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*Existing time reports are invoice provided that they have same LOB and fee code as the invoice content.
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*Adjustments are always made on the employee that is project manager of the project.
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*The adjustments are always made on the employee that is project manager on the project.
   
 
==How to activate the function==
  
==How to activate the function==
   
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*The main parameter for activation is n {{pth|System|Base registers/General/Company specific parameters}} in the tab {{flik|Other}} under PRO/ Automatic adjustment of WIP.
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*The main parameter is in System: Base registers/General/Company specific parameters, tab Other under PRO: Automatic adjustment of WIP.
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*When set, it will concern all new invoices.
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*When this parameter is set you can activate automatic asjustment of WIP in the tab {{flik|Parameters}} on the invoice.
  
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*There is a possibility to deactivate the parameter on a certain invoice in the Parameter tab on the invoice.
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*The invoice parameter can be set as default on the project in {{pth|System|Base registers/Clients and projects}} tab {{flik|Invoicing}}
  
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*The default setting on an invoice can be deactivated in teh project by checking the parameter No automatic adjustment in the Invoicing tab.

Latest revision as of 10:44, 17 March 2017

Automatic adjustment of WIP when printing a project invoice
Published 2017-03-06
Module Project accounting
Version 546
Revision 39191
Case number 947421


General

  • Adjustment will be made according to the invoice content at the time of definitive printout.
  • Adjustment date shall be the accounting day of the invoice.
  • The automatic adjustment is only upwards adjustment, i.e. existing WIP will never be adjusted downwards.
  • Existing time reports are invoice provided that they have same LOB and fee code as the invoice content.
  • The adjustments are always made on the employee that is project manager on the project.

How to activate the function

  • The main parameter is in System: Base registers/General/Company specific parameters, tab Other under PRO: Automatic adjustment of WIP.
  • When set, it will concern all new invoices.
  • There is a possibility to deactivate the parameter on a certain invoice in the Parameter tab on the invoice.
  • The default setting on an invoice can be deactivated in teh project by checking the parameter No automatic adjustment in the Invoicing tab.
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