Overview of invoices per project
Menu path
Projects à Reports à Search à Projects
Introduction
On this page, you can obtain an overview of the amount entered in requests, per project.
Roles & rights
All users can access this page.
Notes:
- For more details on function rights, go to System à Setup à Security à Function rights.
- For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 251.
How do I view the overview of invoices per project?
- On the Projects: Search page, define the fields.
- Click Show.
- Click the hyperlink under the Project column to display the project card of the corresponding project.
- Click Invoices under the Project monitor section and in the Reporting column.
- On the Projects: Invoices page, define the criteria, and then click Show.
How do I view the billable, invoice term, intercompany, and credit invoice requests of projects?
- On the Projects: Search page, define the fields.
- Click Show.
- Click the hyperlink under the Project column to display the project card of the corresponding project.
- Click Invoices under the Project monitor section and in the Reporting column.
- On the Projects: Invoices page, click Invoice proposals.
- Define the criteria, and then click Show.
Buttons
Show
Click this to display the results according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the results according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
Invoice proposals
Click this to search for invoice billable requests that are ready for invoicing. This is a process of generating sales invoices from the invoice requests. For more information, see Overview of billable, invoice term, intercompany, and credit invoices to be invoiced.
Close
Click this to exit.
Fields
Criteria section
Project
This is automatically filled in with the project registered in the corresponding project card. The Manager, Account, and Division fields will display the information registered for this project. To obtain and overview for a different project, type or select the corresponding project.
Division
This displays the division linked to the selected project. This information cannot be edited.
Manager
This displays the manager linked to the selected project. This information cannot be edited.
Requests
Select the Open, Approved, Realized, and/or Processed check boxes to include requests with the corresponding statuses. Clear the check boxes to include requests with any status.
Account
This displays the account linked to the selected project. This information cannot be edited.
Currency
Type or select an active currency to display the information in this currency.
Note: You can activate a currency and define the exchange rate at System à Setup à References à Currencies.
Columns
Request: Type
This column displays the request types used to create requests for the selected project.
Start date
This column displays the realization start dates of the requests.
End date
This column displays the realization end dates of the requests.
Invoiced
This column displays the invoiced amount.
Open
This column displays the amount registered in requests with the Open status. Click the hyperlinks to display the corresponding requests.
Approved
This column displays the amount registered in requests with the Approved status. Click the hyperlink to display the corresponding requests.
Realized
This column displays the amount registered in requests with the Realized status. Click the hyperlink to display the corresponding requests.
Processed
This column displays the amount registered in requests with the Processed status.
Total
This column displays the total amount registered per request type. Click the hyperlink to display the corresponding requests.
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: |
15.636.721 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
03-05-2013 |
| Release: |
|
Attachment: |
|
| Disclaimer |