Transaction Entry for Projects

If projects are in use, you can select jobs during transaction with one of these options:

• Limit jobs by project is not selected.

  If you don't select this option, the method for selecting jobs during transaction entry is standard, except where the selected job is a project. If a project is selected from the Job list (for example, PROJECT1), click the + beside the job code to view sub-jobs linked to the project.

  You can select either the parent or a sub-job and return to the transaction line to process the transaction.

• Limit jobs by project is selected.

  Select this option to only select parent jobs during transaction entry. Only project jobs are displayed for selection. Once a project is selected, the hierarchy displays as per the image shown above, enabling you to select either the project job, or one of the sub-jobs.

Related Programs

The project job selection methods apply to these data and transaction entry forms:

• AP Credit Note Entry
• AP Invoice Entry
• AR Credit Note Entry
• AR Invoice Entry
• AR Receipt Entry
• IN Transaction Entry
• JC Job Maintenance
• JC AR Credit Note Entry
• JC AR Invoice Entry
• JC Disbursement Entry
• JC Costs Adjustment GL Entry
• JC Costs Adjustment Non-GL Entry
• JC Sales Adjustment GL Entry
• JC Sales Adjustment Non-GL Entry
• JC Timesheet Entry
• PO Purchase Order Entry