Project Audit
Form ID: (PM406000)
You use this form to review all records pending processing for a specific project.
Form Toolbar
The form toolbar includes the button described below in addition to standard ones.
| Button | Description |
|---|---|
| Generates and opens the Project Audit (PM406010) report, which is the printable version of the current form. The report lists all unprocessed records of the selected project, with the same columns as those shown on the current form. |
Selection Criteria Section
| Element | Description |
|---|---|
| Project | The identifier of the project whose information you want to view. |
| Status | The project status, which the system inserts when you select a project. You can select a project with any status except Closed. |
Filtering Criteria Section
| Element | Description |
|---|---|
| From | The start date of the range. Records are shown if their Date value falls within the range. |
| Until | The start date of the range. Records are shown if their Date value falls within the range. |
Entity Types Pane
This pane contains nodes for each entity type. Click a node to view the selected project's unprocessed records in the table. Each node’s name is followed by the number of records in parentheses.
| Node | Description |
|---|---|
| Adjustments |
Displays the list of inventory adjustments that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Adjustments (IN303000) form and the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. |
| Appointments |
Displays the list of appointments that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Appointments (FS300200) form and the Service Management feature is enabled on the Enable/Disable Features (CS100000) form. |
| Bills and Adjustments |
Displays the list of the bills and adjustments that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Bills and Adjustments (AP301000) form. |
| Cash Purchases |
Displays the list of cash purchases that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Cash Purchases (AP304000) form. |
| Cash Sales |
Displays the list of cash sales that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Cash Sales (AR304000) form. |
| Cash Transactions |
Displays the list of cash transactions that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Cash Transactions (CA304000) form. |
| Change Orders |
Displays the list of change orders that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Change Orders (PM308000) form and the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form. |
| Change Requests |
Displays the list of change requests that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Change Requests (PM308500) form and the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form. |
| Checks and Payments |
Displays the list of checks and payments that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Checks and Payments (AP302000) form. |
| Cost Projection by Date |
Displays the list of cost projections that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Cost Projection by Date (PM305500) form and the Construction feature is enabled on the Enable/Disable Features (CS100000) form. |
| Deferral Schedules |
Displays the list of deferral schedules that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Deferral Schedule (DR201500) form. |
| Employee Time Activities |
Displays the list of employee time activities that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Employee Time Activities (EP307000) form and the Time Management feature is enabled on the Enable/Disable Features (CS100000) form. |
| Expense Claim |
Displays the list of expense claims that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Expense Claim (EP301000) form and the Expense Management feature is enabled on the Enable/Disable Features (CS100000) form. |
| Expense Receipt |
Displays the list of expense receipts that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Expense Receipt (EP301020) form and the Expense Management feature is enabled on the Enable/Disable Features (CS100000) form. |
| Invoices and Memos |
Displays the list of invoices and memos that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Invoices and Memos (AR301000) form. |
| Journal Transactions |
Displays the list of journal transactions that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Journal Transactions (GL301000) form. |
| Paychecks and Adjustments |
Displays the list of paychecks and adjustments that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Paychecks and Adjustments (PR302000) form and the US Payroll or Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form. |
| Payments and Applications |
Displays the list of payments and applications that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Payments and Applications (AR302000) form. |
| Production Order Maintenance |
Displays the list of production orders that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Production Order Maintenance (AM201500) form and the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form. |
| Pro Forma Invoices |
Displays the list of pro forma invoices that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Pro Forma Invoices (PM307000) form. |
| Project Transactions |
Displays the list of project transactions that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Project Transactions (PM304000) form. |
| Receipts |
Displays the list of inventory receipts that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Receipts (IN301000) form and the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. |
| Purchase Orders |
Displays the list of purchase orders or returns that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Purchase Orders (PO301000) form and the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form. |
| Sales Orders |
Displays the list of orders that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Sales Orders (SO301000) form and the Inventory and Order Management feature is enabled on the Enable/Disable Features (CS100000) form. |
| Service Contracts |
Displays the list of service contracts and route service contracts that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Service Contracts (FS305700) or Route Service Contracts (FS300800) form and the Service Management feature is enabled on the Enable/Disable Features (CS100000) form. |
| Service Orders |
Displays the list of service orders that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Service Orders (FS300100) form and the Service Management feature is enabled on the Enable/Disable Features (CS100000) form. |
| Subcontracts |
Displays the list of subcontracts that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Subcontracts (SC301000) form and the Construction feature is enabled on the Enable/Disable Features (CS100000) form. |
| Transfers |
Displays the list of inventory transfers that are related to the selected project and pending processing. The node appears if any records meet these criteria on the Transfers (IN304000) form and the Inventory feature is enabled on the Enable/Disable Features (CS100000) form. |
Table
The table shows all the selected project’s unprocessed records of the entity type whose node you’ve selected.
| Column | Description |
|---|---|
| Record Type | The type of the unprocessed record. |
| Record Reference | The reference number or brief summary of the record. This value is also a link you can click to open the record. |
| Date | The date when the record was created. |
| Description | The description of the record. |
| Customer/Vendor/Employee | The customer, vendor or employee associated with the record. |
| Status | The status of the record. |