Project Tasks

Form ID: (PM302000)

On this form, you can create a new project task and view and modify any existing task. A project task is associated with one specific project. You can delete a project task with the In Planning or Canceled status if no documents have been associated with this project task.

Tip: You can also create a task of a particular project on the Tasks tab of the Projects (PM301000) form and specify its basic settings.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Activate	Changes the status of the project task to Active. If the project task has this status, users can associate it with documents and activities on data entry forms in the functional areas of MYOB Acumatica that are integrated with projects. This command appears if the project task has the In Planning, Completed, or Canceled status and the corresponding project is not completed.
Cancel	Changes the status of the project task to Canceled. This command appears if the project task has the In Planning or Active status.
Complete	Changes the status of the project task to Completed. This command appears if the project task has the Active status.
Hold	Changes the status of the project task to In Planning. This command appears if the project task has the Active status.

Summary Area

In this area, you can specify or modify the basic settings of a project task.


Element	Description
Project ID	The ID of the project to which the task is assigned. An existing project must be specified for a project task created on this form.
Task ID	The identifier of the project task. The structure of this identifier is defined by the PROTASK segmented key, whose configuration is defined on the Segmented Keys (CS202000) form. Important: The task ID should be unique within the project, but does not have to be unique across all projects.
Type	The type of the project task, which can be one of the following: Cost Task: The task is visible on the Cost Budget tab of the Projects (PM301000) form only. Revenue Task: The task is visible on the Revenue Budget tab of the Projects (PM301000) form only. Cost and Revenue Task (default): The task is visible on both the Cost Budget and Revenue Budget tabs of the Projects (PM301000) form.
Description	A detailed description of the project task.
Status	The status of the project task, which can be one of the following: In Planning: The project task is a draft; this status is automatically assigned to a new task. A project task with this status is available for selection only in employee activities and project commitments. Active: The project task is active and available for selection on data entry forms. An active task can be assigned the In Planning status. Completed: The project task is completed. A completed task can be activated again if the corresponding project is not completed. Canceled: Progress on the project task was started but then stopped before task completion and there is no intention to continue work on the task. A canceled project task can be activated again if the corresponding project is not completed. For more information about the selection of project tasks with different statuses in records, see Project Tasks: General Information.
Default	A check box that indicates (if selected) that the task is the default task of the project. On the data entry forms, the default project task is automatically populated when you select the project. For more information, see Project Tasks: General Information.

Summary Tab

This tab includes the general information about the project task.

Table 1. Task Properties Section
Element	Description
Planned Start Date	The date when the task is expected to start.
Planned End Date	The date when the task is expected to end.
Start Date	The actual start date of the task. If this box is empty, when you activate the project task, the system inserts the current business date as the start date.
End Date	The actual end date of the task. If this box is empty, when you complete the project task, the system inserts the current business date as the end date.
Completion Method	The method of calculating the percentage of completion of the task. The following options are available: Manual (default): Users manually specify the task completion percentage for each task in the Completed (%) box on the Tasks tab of the Projects (PM301000) form. Budgeted Quantity: The system automatically calculates the task completion percentage based on the total actual and revised budgeted quantities of the budget lines selected to be used for the calculation. Budgeted Amount: The system automatically calculates the task completion percentage based on the total actual and revised budgeted amounts of the budget lines selected to be used for the calculation. If the original budgets were revised at some point in the task progress for any of the budget lines, the completion percentage is calculated with respect to the revised budget amounts. For more information, see Project Tasks: Tracking Task Completion.
Completed (%)	The actual percentage of task completion, which is determined as follows: If the Manual option is selected in the Completion Method box, the percentage is entered manually by a user. The value is automatically set to 100 once the task is completed. If the Budgeted Quantity option is selected in the Completion Method box, the percentage is calculated automatically as the actual quantity divided by the budgeted quantity for the budget line that has the check box selected in the Production column on the Budget tab. If the Budgeted Amount option is selected in the Completion Method box, the percentage is calculated automatically as the total actual amount divided by the total budgeted amount for the budget lines that have the check boxes selected in the Production column.
Approver	The employee who is authorized to approve the time activities related to this project task.
Default Cost Code	The default cost code that is associated with the project task. This box is shown only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
Accounted Campaign	The marketing campaign that is associated with the project task for the tracking of related expenses and revenue. For details, see Marketing Campaigns: General Information. This box is available if the Customer Management feature is enabled on the Enable/Disable Features (CS100000) form.

Table 2. Billing and Allocation Settings Section
Element	Description
Bill Separately	A check box that indicates (if selected) that the task should be billed by a separate invoice.
Customer	The customer associated with the project.
Customer Location	The customer location associated with the project task. By default, the system inserts the location specified for the project in the Customer Location box on the Summary tab of the Projects (PM301000) form. You can override this value, if needed. Tip: When you run project billing, the system creates a single invoice for all project tasks that have the same customer location. For more information, see Grouping of Invoices: General Information. This box is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Allocation Rule	The allocation rule to be used for this project task. By default, the system inserts the allocation rule specified in the project in the Default Location box on the Summary tab of the Projects (PM301000) form. You can override this value, if needed. If the project task is created based on a task in the project template, the system uses the allocation rule of the corresponding task of this project template. If no project template is selected for the project or no allocation rule is defined for the corresponding task of the project template based on which the project was created, the system uses the allocation rule of the project. This rule is specified in the Allocation Rule box on the Summary tab of the Projects (PM301000) form.
Billing Rule	The billing rule that the system uses to run billing for the project task. If the project task is created based on a task in the project template, the system uses the billing rule of the corresponding task of this project template. If no project template is selected for the project or no billing rule is defined for the corresponding task of the project template based on which the project was created, the system uses the billing rule of the project. This billing rule is specified in the Billing Rule box on the Summary tab of the Projects (PM301000) form.
Branch	The branch of your company associated with this project task. If the project task is created based on a task in the project template, the system uses the branch of the corresponding task of this project template. If no project template is selected for the project or no branch is defined for the corresponding task of the project template based on which the project was created, the system uses the branch of the project. This branch is specified in the Branch box on the Summary tab of the Projects (PM301000) form. If no branch is selected for the project, the system uses the branch that is currently selected in the system. This box is displayed only when the Multibranch Support feature or the Multicompany Support feature is enabled (or both features are enabled) on the Enable/Disable Features (CS100000) form.
Rate Table Code	The rate table code to be used for this project task. If the project task is created based on a task in the project template, the system inserts the rate table code of the corresponding task of this project template. If no project template is selected for the project, or no rate table code is defined for the corresponding task of the project template based on which the project was created, the system inserts the rate table code of the project.
Billing Option	The way the task becomes eligible for billing. You can select one of the following options: By Billing Period (default): The task is available for billing on demand for the projects with the On Demand billing period and is available for billing at the end of the billing period specified for the project with another billing period. On Task Completion: The task can be billed only when it is completed. On Project Completion: The task is available for billing when the project is completed.
Non-Billable WIP Account Group	The work-in-progress account group associated with the task. In this box, you select the account group that the system uses to temporarily allocate WIP costs of the project by creating allocation transactions by using the allocation rule specified for the task. When you bill the project by using the progress billing rule specified for the task—that is, not by using the allocation transactions—and the system creates an accounts receivable document, the allocation transactions posted to this account group are reversed. For details, see WIP Labor Costs in Fixed-Price Projects: General Information.
Progress Billing Basis	The basis for progress billing of the project task. The system will specify the selected value automatically in a newly created revenue budget line with this project task. You can select one of the following options: Amount (default): The system will bill the revenue budget line with this project task based on the amount in this line. Quantity: The system will bill the revenue budget line with this project task based on the quantity in this line. You can change the specified value manually in each revenue budget line.
Tax Category	The tax category (if applicable) to be used as the default tax category for the task.

Table 3. GL Accounts Section
Element	Description
Default Sales Account	The account to be used by default as the sales account in project billing and other processes that involve the sales account. The system will use this account in project billing if Task is selected for the applicable billing rule step in the Use Sales Account From box of the right pane (Invoice Settings section) of the Billing Rules (PM207000) form.
Default Sales Subaccount	The subaccount to be used as the source of possible segment values in the processes of billing, creating allocation transactions, and creating expense claims for the task. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Default Cost Account	The account to be used as the expense account in project transactions created for the task on release of time activities and time cards for the task.
Default Cost Subaccount	The subaccount to be used as the source of possible segment values in the processes of creating allocation transactions, creating accounts payable documents, creating expense claims for the task, and creating project transactions on release of time activities and time cards for the task. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Accrual Account	The account to be used as an expense accrual account in the transactions that are generated for the task.
Accrual Subaccount	The subaccount to be used as an expense accrual subaccount in the transactions that are generated for the task. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

Table 4. GL Accounts for Payroll SectionThe earning, benefit expense, tax expense, and PTO accounts and subaccounts specified in this section will be copied to the paychecks and payroll batches related to the project task. By default, these accounts are used in paychecks and payroll batches if either of the following conditions is met in the Account Settings section on the General tab of the Payroll Preferences (PR101000) form:

*Project Task* is selected in the Use Earnings Account From, Use Benefit Expense Account From, Use Tax Expense Account From, or Use PTO Expense Account From box.

The T subaccount mask is used in the Combine Earnings Sub. From, Combine Benefit Expense Sub. From, Combine Tax Expense Sub. From, or Combine PTO Expense Sub. From box.

This section appears only if the *Payroll* feature is enabled on the Enable/Disable Features (CS100000) form.
Element	Description
Earnings Account	The expense account to be used to record the earnings linked with the project task.
Earnings Subaccount	The corresponding subaccount to be used with the earning account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Benefit Expense Account	The expense account to be used to record the benefit expense linked with the project task.
Benefit Expense Subaccount	The corresponding subaccount to be used with the benefit expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Expense Account	The expense account to be used to record the tax expenses linked with the project task.
Tax Expense Subaccount	The corresponding subaccount to be used with the tax expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Account	The expense account to be used to record the expenses associated with paid time off related to the project task. This box appears only if the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Subaccount	The corresponding subaccount to be used with the PTO expense account. This box appears only if the Canadian Payroll and Subaccounts features are enabled on the Enable/Disable Features (CS100000) form.

Table 5. Visibility Settings Section
Element	Description
GL	A check box that indicates whether general ledger transactions can be associated with the task. With this check box selected, users can select the task in GL documents, and the release of these documents automatically updates the project data.
AP	A check box that indicates whether accounts payable transactions can be associated with the task. With this check box selected, users can select the task in AP documents, and the release of these documents automatically updates the project data.
AR	A check box that indicates whether accounts receivable transactions can be associated with the task. With this check box selected, users can select the task in AR documents, and the release of these documents automatically updates the project data.
SO	A check box that indicates whether transactions generated during the processing of sales orders can be associated with the task. With this check box selected, users can select the task in sales-related documents, and the release of these documents automatically updates the project data.
PO	A check box that indicates whether transactions generated during the processing of purchase orders can be associated with the task. If you select this check box, users can select the task in purchasing documents, and the release of these documents automatically updates the project data.
IN	A check box that indicates whether inventory transactions can be associated with the task. If you select this check box, users can select the task in inventory documents, and the release of these documents automatically updates the project data.
CA	A check box that indicates whether cash management transactions can be associated with the task. If you select this check box, users can select the task in cash management documents, and the release of these documents automatically updates the project data.
CRM	A check box that indicates whether customer management transactions can be associated with the task. If you select this check box, users can select the task in customer management documents, and the release of these documents automatically updates the project data.
PROD	A check box that indicates whether transactions generated during the processing of production orders can be associated with the task. If you select this check box, users can specify the associated task when they create a production order. This check box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.
Time Entries	A check box that indicates whether transactions entered on the Employee Time Cards (EP305000) and Employee Time Activities (EP307000) forms can be associated with the task. If you select this check box, users can select the task in documents, and the release of these documents automatically updates the task data.
Expenses	A check box that indicates whether transactions entered on the Equipment Time Card (EP308000) form can be associated with the task. If you select this check box, users can select the task in documents, and the release of these documents automatically updates the task data.

Recurring Billing Tab

On the Recurring Billing tab, you can implement a regular flat-rate billing model. Each recurring billing line defines the rules the system uses to create the corresponding invoice line during the project billing. For more information, see Project Billing Preparation: Recurring Billing.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 6. Table Columns
Column	Description
Inventory ID	The non-stock item that designates a service or labor associated with the recurring billing.
Description	The description of the service or labor associated with the recurring billing.
Amount	The flat price for the service or labor.
Account Source	The source of the account for the recurring billing, which can be one of the following: AR Default: To use the sales account that the system inserts as the default in a line of an accounts receivable invoice Recurring Item: The account specified for the row in the Account column Project: The sales account associated with the project Task: The default sales account specified for the task in the GL Accounts section on the Summary tab of this form Inventory Item: The sales account associated with the non-stock item specified for the row Customer (default): The sales account associated with the customer
Subaccount Mask	The rule for selecting segment values for the subaccount to be used for the recurring billing. To set up the rule for selecting segment values, select a segment, press F3, and select a source of the segment value, which is one of the following options: B: The subaccount specified for the row in the Subaccount column J: The subaccount associated with the project T: The subaccount associated with the project task
Branch	The branch to be used in the recurring billing. By default, the branch is empty. This column is displayed only when the Multibranch Support feature or the Multicompany Support feature is enabled (or both features are enabled) on the Enable/Disable Features (CS100000) form.
Account	The account to be used in the recurring billing if Recurring Item is selected as the Account Source for the row.
Subaccount	The subaccount to be used in the recurring billing if the Subaccount Mask specified for the row uses B.
Reset Usage	The setting that defines the frequency of recurring billing usage. You can select one of the following options: Never: The recurring billing is performed only once during the project lifecycle for the next project billing. On Billing: The recurring billing is used each time the project billing is performed.
Included	The quantity of the service or labor that you plan to provide when executing this recurring item.
UOM	The unit of measure used for the service or labor.

Activities Tab

This tab has a table with the list of activities associated with the project task. You can associate particular tasks, emails, and other activities with the project. MYOB Acumatica provides you with a list of predefined activity types; you can add new activity types by using the Activity Types (CR102000) form. To create an activity, email, or task, click the appropriate command and fill in the dialog box.

The tab includes, in addition to the columns described below, columns (labeled with icons) that you can use to attach notes and files to the activity, see if it is completed, check its priority level, and notice whether there are associated reminders. For descriptions of these columns, see Managing Emails and Activities.

Table 7. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Create Task	Opens the Task (CR306020) form in a pop-up window so you can create a new task associated with the project.
Create Email	Opens the Email Activity (CR306015) form in a pop-up window so you can create and send an email associated with the project.
Create Activity	Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form. Attention: If you added activities to a project task that is in the In Planning status, any related transactions can be released only when the project task status changes to Active. By clicking a respective menu command, you create an activity of the selected type on the Activity (CR306010) form: Note, Chat, Appointment, Escalation, Message, Phone Call, or Work Item. You can add or remove activity types included in the menu on the Activity Types (CR102000) form.

Table 8. Table Columns
Column	Description
Type	The type of the activity. The type can be one of the following options: Event, Task, Email, Email Response, Note, Chat, Escalation, Message, Phone Call, or Work Item.
Summary	The description provided for the activity. Click the Summary column of a specific activity to open the activity in a separate dialog box.
Status	The status of the activity.
Start Date	The start date and time of the activity. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Category	The category of the activity.
Billable	A check box indicating whether the time spent on the activity is billable.
Time Spent	The total time spent on the activity.
Overtime	The time in excess of normal work hours spent on the activity.
Billable Time	The number of billable hours spent on the activity.
Billable Overtime	The number of billable hours spent on the activity in excess of normal work hours.
Workgroup	The workgroup to which the activity is assigned.
Owner	The employee to whom the activity is assigned.
Related Entity	The entity that this activity is associated with.

The tab also has the Activity Description area below the table. The area displays the full description provided for the activity selected in the table. To edit the description, click the link in the Summary column of the activity. On the Activity (CR306010) form that opens, you add a description and edit other settings corresponding to the activity.

Attributes Tab

On this tab, you can specify attribute values for the project task. The task-related attributes are selected on the Project Attributes (PM202000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Attribute	The attribute used for the project task.
Required	A check box that indicates (if selected) that this attribute is required for the project task.
Value	The value of the attribute for the project task.

Compliance Tab

On this tab, you can add, update, and review compliance documents.

Attention: This tab appears on the form only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 9. Table Columns
Column	Description
Expiration Date	The date when the compliance document will expire. You specify the date when you add the compliance document to the tab.
Document Type	The type of the compliance document. The following document types are available by default: Certificate Insurance Lien Waiver Notice Other
Creation Date	The date when the compliance document was created. By default, the system inserts the current business date at the time of creation. You can change the date manually.
Status	The status of the compliance document. The list of statuses should be specified manually on the Compliance Preferences (CL301000) form.
Required	A check box that indicates (if selected) that the document is mandatory for working with the project and project task specified in this line. This setting is for informational purposes only; the system does not enforce this requirement. It shows that the compliance document is required before any activities are performed for the project.
Received from Vendor	A check box that indicates (if selected) that the document has been received. By using this check box, you can track when the payment for the document is received, so that the next payment is not delayed.
Vendor Received Date	The date when the compliance document is received.
Received from Joint Payee	A check box that indicates (if selected) that the document has been received from a joint payee. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Joint Payee Received Date	The date when the compliance document is received from a joint payee. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Processed	A check box that indicates (if selected) that the document has been processed.
Voided	A check box that indicates (if selected) that the document has been voided.
Created Automatically	A check box that indicates (if selected) that the document has been created by the system.
Sent Date	The date when the compliance document is sent.
Project	The project to which the compliance document relates. If a project is specified, this compliance document is displayed on the Compliance tab of the Projects (PM301000) form for the selected project.
Cost Task	The cost task within the selected project to which the compliance document relates. If a task is specified, this compliance document will be displayed on the Compliance tab of the Project Tasks (PM302000) form for the selected task of the Cost Task type.
Cost Code	The cost code assigned to the compliance document.
Vendor	The identifier of the vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor. The list of vendors may be restricted based on the branch specified for the document. You can select a vendor whose settings permit the use of the branch selected in this document—that is, a vendor for which the Restrict Visibility To box on the Financial tab of the Vendors (AP303000) form is empty or contains the branch specified in this document (or the company or company group that contains the branch specified in this document).
Vendor Name	The name of the vendor associated with the compliance document.
Expired	A check box that indicates (if selected) that the compliance document has expired.
AP Payment	The reference number of the payment that is associated with the compliance document. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
AP Payment Method	The payment method associated with the vendor. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
AR Invoice	The reference number of the invoice associated with the compliance document. If an invoice number is specified, the current compliance document will be displayed on the Compliance tab of the Invoices and Memos form for the selected invoice. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
AR Invoice Amount	The amount of the invoice. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
AR Payment	The reference number of the payment associated with the compliance document. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
AR Payment Method	The customer’s default payment method. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Account	The account associated with the vendor (Expense account) or customer (Sales account). Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Bill	The reference number of the bill associated with the compliance document. If a bill number is specified, the current compliance document will be displayed on the Compliance tab of the Bills and Adjustments form of the selected bill. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Bill Amount	The bill amount to be paid for the document. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Certificate Number	The number of the certificate. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Customer	The identifier of the customer associated with the compliance document. If a customer is specified, the current document will be displayed on the Compliance tab of the Customers form of the selected customer. If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of customers may be limited based on the branch specified for the document. A customer is available for selection if the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form is empty or contains the branch specified in this document (or the company or company group that contains the branch specified in this document).
Customer Name	The name of the customer associated with the compliance document.
Date Issued	The date when the document is issued. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Effective Date	The date when the compliance document takes effect. You should specify the date manually while adding the document. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Insurance Company	The name of the insurance company. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Joint Payee (Vendor)	The identifier of the joint vendor associated with the compliance document. If a joint vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor. The list of vendors may be restricted based on the branch specified for the document. You can select a vendor whose settings permit the use of the branch selected in this document—that is, a vendor for which the Restrict Visibility To box on the Financial tab of the Vendors (AP303000) form is empty or contains the branch specified in this document (or the company or company group that contains the branch specified in this document). Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Joint Payee	The name of the joint payee, if the joint payee is not defined in the system as a vendor. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Joint Amount Paid	The amount to be paid to joint payees according to the joint payment. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Joint Release	A check box that indicates (if selected) that the joint release has been received. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Lien Waiver Amount (Vendor)	The amount covered by the lien waiver. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Limit	The amount of insurance liability specified for the compliance document. You should enter the amount manually while adding the document. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Method Sent	The method used to send the document. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Payment Date	The date when the payment is created. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Payment Ref.	The reference number of the payment. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Project Transaction	The reference number of the project transaction associated with the compliance document. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Purchase Order	The reference number of the purchase order associated with the compliance document. If a purchase order is specified, this compliance document will be displayed on the Compliance tab of the Purchase Orders form for the selected purchase order. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Purchase Order Line Item	The inventory ID of the item in the purchase order line, which can be specified only if a purchase order has been selected. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Policy	The insurance policy number. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Receipt Date	The date of the inventory receipt. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Receive Date	The date when the goods are received. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Received By	The person responsible for receiving goods. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Requires Joint Payment	A check box that indicates (if selected) that a joint payment is required. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Revenue Task	The identifier of the revenue task within the project to which the compliance document relates. If a revenue task is specified, the current compliance document will be displayed on the Compliance tab of the Project Tasks (PM302000) form for the selected task of the Revenue Task type.
Secondary Vendor	The identifier of the secondary vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Secondary Vendor Name	The name of the secondary vendor associated with the compliance document. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Source	The source of the payment, which could be one of the following options: AP Bill, PO/Sub, Project, or Customer. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Sponsor Organization	The name of the sponsor organization. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Subcontract	The identifier of the subcontract associated with the compliance document. If a subcontract is specified, the current document will be displayed on the Compliance tab of the Subcontracts form for the selected subcontract. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Subcontract Line Item	The identifier of the item in the subcontract line, which can be specified only if a subcontract has been selected. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.
Through Date	The date when the goods are shipped. Attention: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Personalization of the MYOB Acumatica UI: To Personalize a View of a Form.