News:Automatic adjustment of WIP when printing a project invoice
From Marathon Documentation
Automatic adjustment of WIP when printing a project invoice
| Published | 2017-03-06 |
|---|---|
| Module | Project accounting |
| Version | 546 |
| Revision | 39191 |
| Case number | 947421 |
General
- The adjustment is made based on the invoice content at the time of definitive printout.
- Adjustment date is the book date of the invoice.
- The automatic adjustment is only upwards, i.e. existing WIP will never be adjusted downwards.
- Existing time reports will be invoiced if they have same LOB and fee code as stated in invoice content.
- Adjustments are always made on the employee that is project manager of the project.
How to activate the function
- The main parameter for activation is n System: Base registers/General/Company specific parameters in the tab Other under PRO/ Automatic adjustment of WIP.
- When this parameter is set you can activate automatic asjustment of WIP in the tab Parameters on the invoice.
- The invoice parameter can be set as default on the project in System: Base registers/Clients and projects tab Invoicing
