Difference between revisions of "Quick Project Expense Entry"

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'''Lock Price:'''  Check this box to disable repricing of the item when the task is created (some cost-plus items are always repriced, just ignore this if you don't use cost-plus pricing in your contracts).
 
'''Lock Price:'''  Check this box to disable repricing of the item when the task is created (some cost-plus items are always repriced, just ignore this if you don't use cost-plus pricing in your contracts).
  
===Related Videos===
 
[[Media:http://www.youtube.com/embed/rTEVSL1pwCU?rel=0]]
 
<iframe width="640" height="390" src="http://www.youtube.com/embed/rTEVSL1pwCU?rel=0" frameborder="0" allowfullscreen></iframe>
 
  
 
[[Category:Project Management]]
 
[[Category:Project Management]]

Latest revision as of 14:04, 22 April 2024

{TOC}

General Information

Default Menu Location: Transaction >> Time and Materials >> Quick Project Expense Entry

Screen Name: TSEXPENSE

Function: Creates tasks and expense (material) entries for multiple projects at once.

Fields

Project: The Project ID or Name you want to enter an expense for.

Phase: The Phase related to the selected project. This will default to the Expenses phase if there is one; otherwise it will be the first phase in the list.

Item: The Item Code or Description of the expense item. Enter the Qty, Cost, and Price after selecting the correct item.

Lock Price: Check this box to disable repricing of the item when the task is created (some cost-plus items are always repriced, just ignore this if you don't use cost-plus pricing in your contracts).