You can define a setup for each line property. Line properties are set up with a Table-Group-All relation to projects and categories. This means that the line property that is applied when you enter a transaction in a journal is collected on the basis of a search for the most specific criterion.
At first, the system searches for a combination with a specific project and a specific category, and if this combination is not found, the search continues with the priorities listed in the following table. The least specific combination is the All/All combination.
When journal lines are entered, the system searches for a line property that matches the specified project number and category. If no line properties are defined on the project or category, you must enter the line property manually for each hour, fee, expense, or item registration line.
Search
according to project or category
You can specify whether the search for a line property should be by category or by project in the field on the tab in the form. When a new project is created, the line property is derived from the project group by default.
Search
priority for line property
The following table shows the combination sequences that the system searches after the line-property setup is defined.
|
Search according to project |
Search according to category |
||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Example
This example illustrates the scenario in which Project is used as the search category. The most specific designation of the line-property setup is the Valid for Table and Project: 11000.
|
Valid for |
Project relation |
Valid for |
Category relation |
Line property |
(Case) 1 |
|---|---|---|---|---|---|
|
|
11000 |
|
4250 |
Charge |
(A) |
|
|
11000 |
|
4230 |
No-Charge |
(B) |
|
|
11000 |
|
Course |
Charge |
(C) |
|
|
11000 |
|
Other |
No-Charge |
(D) |
|
|
11000 |
|
Charge |
(E) |
1See case descriptions.
Categories in Category Group:
|
Consultancy |
Category |
Other |
Preparation |
|---|---|---|---|
|
4250 |
1550 |
7550 |
8300 |
|
4230 |
1530 |
7530 |
8200 |
|
4200 |
1500 |
7500 |
8000 |
|
4210 |
1510 |
7510 |
8100 |
The following table is an example of an employee entering hours on the project 11000 in the Project hour journal. Note that the category that is entered determines the value of the line property.
|
(Case) |
Description |
|---|---|
|
(A) |
Category: 4250, the line property is Charge. |
|
(B) |
Category: 4230, the line property is No-Charge. |
|
(C) |
Category: 1500, the line property is Charge because category 1500 is a member of the Course category group. |
|
(D) |
Category: 7510, the line property is No-Charge because category 7510 is a member of the Other category group. |
|
(E) |
Category: 8000, the line property is Charge because category 8000 is not category 4250 or category 4230 and category 8000 is not a member of the Course category group or a member of the Other category group. |
Report
For an overview of how the line property is derived on transactions that are entered in the system, run the report under , .
