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:

  • , until they are included in an invoice proposal.

  • and , until they are included in an estimate.

  • , , and . You can adjust posted transactions for these project types whenever you want to.

Note Note

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



Adjust transactions

How to adjust a single transaction or transactions across projects.