If the cell “WIP” is marked and the project is filled in the purchase or sales invoice row, then the costs and incomes of these rows do not go directly to costs and incomes, but remain on the corresponding account.
The purchase and sales invoice rows described above appear in the project periodization report.
Project periodization report is located in Common → REPORTS → Project periodization
.
Can be selected in fine tuning :
After confirming the purchase invoice, the cost is transferred to the corresponding account on the expense account card.
If there are many projects to be periodized, mark the necessary filters to find the desired document faster.
If you want to change the original project, object or account during project periodization, the setting Leaves zero row to the document
must be turned on under fine tuning.
Example of project periodization:
The initial object and project move to the Corr. object and Corr. project fields on the purchase invoice.
Transaction
If you want to change the original project, object or account during project periodization, the setting Leaves zero row to the document
must be turned on under fine tuning.
Example of project periodization:
The initial object and project move to the Corr. object and Corr. project fields on the purchase invoice. The new account, object and project are written on a periodized row.
The cost is periodized from the original corresponding account to the new account.