The procedure for adjusting transactions of the types , , , , and is identical for projects of the types , , , , , and .
Before you invoice, you can adjust transactions to change the sales price or the line property from chargeable to nonchargeable or vice versa. You can also transfer a transaction from one project to another.
You can adjust only transactions that have the status of . Adjust transactions on projects of the type:
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, until they are included in an invoice proposal.
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and , until they are included in an estimate.
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, , and . You can adjust posted transactions for these project types whenever you want to.
Note |
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Transaction lines can either be adjusted as a whole or split into multiple lines in order to change only part of the transaction. |
Topics about adjustment
Topic |
Description |
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How to adjust a single transaction or transactions across projects. |