Viewing postponed groupings or billable lines
Menu path
Projects ? Reports ? Search ? Projects
Introduction
On this page, you can view the details of all groupings or billable lines that have been postponed. If you have postponed the groupings or billable lines on any day of this month, these groupings or billable lines will be moved from the Invoice proposals page to this page. They will automatically be moved back to the Invoice proposals page on the first day of the next month.
You can also reverse the postpone action and move these groupings or billable lines back to the Invoice proposals page for invoicing at any time.
Roles and rights
To view this page, function right 891 - Hour & expense invoicing is required. By default, users with the Project administration or Project invoicer role have this function right.
What version are you using?
The information in this document is applicable to product update 253 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I reverse the postpone action?
- On the Projects: Search page, select the Fixed price and/or Time & material check box(es) at Type, and then define the relevant criteria.
- Click Show.
- Select the required project by clicking the hyperlinked project code under the Project column.
- On the selected project page, under the Project monitor section and in the Execution column, click Invoice proposals.
- Define the relevant criteria, and then click Show.
- Click Total postponed under the Invoice proposal details section. The Postponed lines page will be displayed.
- Select the groupings or billable lines that you want to move to the Invoice proposals page for invoicing, and then click Undo.
Buttons
Undo
Click this to reverse the postpone action on the selected groupings or billable lines. These groupings or billable lines will then be automatically moved back to the Invoice proposals page.
Close
Click this to exit and return to the Invoice proposals page.
Columns
ID
This column displays the IDs of the requests.
Description
This column displays the descriptions of the requests.
To be invoiced
This column displays the dates that these requests are ready to be invoiced and will be moved to the Invoice proposals page.
Activity/Material
This column displays the activities (labor hour items) or materials (standard items) of the requests.
Duration/Quantity
This column displays the duration or quantity of hours or expenses to be invoiced.
Amount
This column displays the amount to be invoiced.
Amount in BC
This column displays the amount to be invoiced in billing currency.
Field
Page size
Type a number to define the number of projects to be displayed on a single page. You can type a number from 1 - 99999. Click Show to update the page size. The invoice lines will be displayed on the same page as the projects to which they belong.
Note:
- If both the parent and child project(s) have at least one request or invoicing term, only the parent project will be displayed on this page and taken into account for the page size. The child project(s) will be grouped under the respective parent project.
- If the parent project does not have any request or invoicing term, but the child project has at least one request or invoicing term, only the child project will be displayed on this page and taken into account for the page size.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
24.058.518 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
13-08-2014 |
| Release: |
251 |
Attachment: |
|
| Disclaimer |