Registering items for a project can be done in three places. In the cash drawer in Finance and in the project draft and from Purchase order
Here you will review the project draft.
Setting up the draft. Read the here.
Select Draft
Enter on an item. Will work in all three setup options. Read more more .
When items are consumed on projects, they are deducted from the Warehouse. If "Project type" is set up on the item, the Project type is automatically filled in the Draft.
NOTE: BOMs cannot be used in connection with the project draft. Only Production BOMs can be used.
Enter on salary types via the combination method. Read the more
Reference
Fill in the reference field in the draft to assign an internal reference. The field can be filled with any value.
The function can be used from the finance drawer where there will be a reference between Project and Finance
Shown in Finance
Shown in Project after posting
Accounting with batch or serial number
If you want to use a specific item with a specific serial number or a batch item on a project, this can be done in the project draft.
Add the [Batch/Serial number] field and the [Item] field via Layout.
Select the item and register the Batch/Serial number you want to consume.
Learn more about batch and serial numbers here .
You can also choose whether a species should be invoiced by default or not. Likewise, adjustments that can be used to set the case to 0 can be entered as a draft line. Read more under project types and salary types .
After registration, the lines will appear here.
Enter on an item. Will work in all three setup options. Read more more .
When items are consumed on projects, they are deducted from the Warehouse. If "Project type" is set up on the item, the Project type is automatically filled in the Draft.
NOTE: BOMs cannot be used in connection with the project draft. Only Production BOMs can be used.
Inventories in the draft
It is possible to see the inventory of the items selected in the project draft. This is done by selecting an item number and pressing [Inventory]. Inventory management must be enabled.
Enter on salary types via the combination method. Read the more
Reference
Fill in the reference field in the draft to assign an internal reference. The field can be filled with any value.
The function can be used from the finance drawer where there will be a reference between Project and Finance
Shown in Finance
Shown in Project after posting
Approved and "Pending" in the project draft
You can also set a line to "Waiting" in the project draft. You can also enable lines to be approved in the draft setup. This means that the lines will remain in the draft during a posting. Same functionality as in the financial draft.
Accounting with batch or serial number
If you want to use a specific item with a specific serial number or a batch item on a project, this can be done in the project draft.
Add the [Batch/Serial number] field and the [Item] field via Layout.
Select the item and register the Batch/Serial number you want to consume.
Learn more about batch and serial numbers here .
Not billable
In the project draft, you can choose whether an art should be invoiced. If the art/salary type is not to be invoiced, the check mark in billable should not be set.
You can also choose whether a species should be invoiced by default or not. Likewise, adjustments that can be used to set the case to 0 can be entered as a draft line. Read more under project types and salary types .
Filter project Version-94
It is possible to filter on a single project in the draft via the “Filter project” button. If you have filtered via this function, only this project's lines will be displayed. When new lines are created, the selected project is also specified. When posting the draft, only the filtered project's lines are also posted. This can be used, for example, if you have many lines in the draft and you only want to post a single project's lines. This way you don't have to put the other lines on hold.
Move scribble lines
From the project draft overview under Project/Draft/Draft the draft lines from one draft can be moved to another using buttons Move scribble lines . It is recommended to use this feature if the lines in the project draft are automatically created using an integration to e.g. an external time tracking system or similar. In that case, the lines in the draft can be moved to another draft before any changes are made to the lines and/or before the lines are posted.Price calculation
In the project draft, prices are calculated as follows. Read more about it here .Dimension management
Dimensions are inserted as follows- Draft header. If dimensions are selected in the draft setup, these are retrieved first. Simply read here .
- When inserting a new line, Dimensions is copied from the previous line.
- When changing the Project number, all dimensions are overwritten with the values of the project.
- If Dimensions is set on the Salary type, the Salary type selection will overwrite dimensions in the draft. If only some dimensions on the Salary type have a value, only salary types with a value will overwrite the value in the draft. This means that it can be a mix of dimensions.
- Change Item Number - Works as Payroll Type
- Dimensions are not currently retrieved from Employee.
Registration of working hours
This may include working hours related to the new time registration law that applies from 01-07-2024. Read more about it here . By pressing the button, working hours can be registered here. Tap Add. Select the registration type and enter the rest of the information.
After registration, the lines will appear here.
Registration of driving.
By pressing the “Destination” button, you can register driving on the project. Read more about it here .