Use this form to enter transactions of the type
.
transactions are
applied when costs cannot be directly matched with the associated
revenue. Costs are posted as hours spent with a non-chargeable line
property.
For example, if the course fees paid by participants in a course
cannot be matched directly with the hours registered by the
instructor, they can be entered as fee transactions.
The transaction fee can only be used for time and material
projects, and is used to invoice a fixed fee for a short term
project.
To post a revenue fee for a long term fixed price project, use
the on-account transaction for external invoicing and the estimate
system to create internal fees in order to recognize revenue.
Open the
submenu item to delete all transaction lines in the
active window or delete transaction lines based on recurrence.
Select to view records for a selected price and discount
group.
Fields
Field
Description
Hour registration date. If the field is left blank, then the
current date is automatically entered.
The project number of the journal registration line.
Select the category of the transaction. Only categories of the
fee transaction type are available.
Use employee ID to trace the employee associated with a fee
transaction. In
, specify whether this option is mandatory, optional, or not
allowed.
Enter a brief description of the transaction. Alternatively,
enter a predefined search name from
to have the description automatically entered into the
field.
Currency of the sales price. By default, the currency is derived
from the invoice project to which the project is attached.
Enter the sales price fee for the transaction. Entering a sales
price here overwrites any default sales price that exists for the
current employee.
Select the line property that is attached to the journal
line.
View the fee transaction ID.
View or enter information about the fee transaction.
Shows the ledger voucher number for the current line. The
voucher is associated with the line's period and is updated when a
new period is selected.
Enter the date the fee will post to the general ledger. If the
field is left blank, then the current date is automatically
entered.
Select a sales tax group.
A default sales tax group can be derived from
,
, or
,
depending on the setup of the
in
.
The setup of a sales tax group only applies to time and material
projects.
Select an item tax group.
Depending on the parameter settings, the item tax group can be
derived from either the category or the item number.
Select the department attached to the current fee transaction
journal.
Select the cost center attached to the current fee transaction
journal.
Select the purpose for the current fee transaction journal.
Tasks that
use this form
