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Exact Synergy Enterprise   
 

Viewing postponed groupings or billable lines

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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?

  1. On the Projects: Search page, select the Fixed price and/or Time & material check box(es) at Type, and then define the relevant criteria.
  2. Click Show.
  3. Select the required project by clicking the hyperlinked project code under the Project column.
  4. On the selected project page, under the Project monitor section and in the Execution column, click Invoice proposals.
  5. Define the relevant criteria, and then click Show.
  6. Click Total postponed under the Invoice proposal details section. The Postponed lines page will be displayed.
  7. Select the groupings or billable lines that you want to move to the Invoice proposals page for invoicing, and then click Undo.

Buttons

Columns

Field

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:  Date: 13-08-2014
 Release: 251  Attachment:
 Disclaimer

Attachments
ESE-OH253-Viewingpostponedgroupingsorbillablelines-final.docx 22.3 KB View Download