> > > >
Use this report to display a list of how categories are posted for a project. It provides an overview for setup and maintenance of the posting procedures in .
The result of this report corresponds to the result that you get if you use the Inquiry, ledger posting feature from the form. This report also provides information about the setup criteria for each specific account, that is if the relationship of the account is , or .
The following tables illustrate the status of each combination of a transaction type and how this transaction type is posted on the various account types.
Internal
projects
Not applicable - This is not a relevant combination.
D - The account is found in the project relation / / and the category relation / / .
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|
|
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|
|
|---|---|---|---|---|
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D |
D |
D |
Not applicable |
|
|
D |
Not applicable |
Not applicable |
Not applicable |
|
|
D |
D |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
D |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
Time and
material
Not applicable - This is not a relevant combination.
D - The account is found directly from the project relation / / and the category relation / / .
I - The account is found indirectly from the project relation / / .
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|
|
|
|
|
|---|---|---|---|---|
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|
D |
D |
D |
Not applicable |
|
|
D |
Not applicable |
Not applicable |
Not applicable |
|
|
D |
D |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
D |
Not applicable |
|
|
Not applicable |
Not applicable |
D |
Not applicable |
|
|
D |
D |
D |
D |
|
|
I |
I |
I |
I |
|
|
D |
D |
D |
D |
|
|
D |
D |
D |
D |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
Fixed-price
projects
Not applicable - This is not a relevant combination.
D - The account is found directly from the project relation / / and the category relation / / .
I - The account is found indirectly from the project relation / / .
|
|
|
|
|
|
|---|---|---|---|---|
|
|
D |
D |
D |
Not applicable |
|
|
D |
Not applicable |
Not applicable |
Not applicable |
|
|
D |
D |
Not applicable |
Not applicable |
|
|
Not applicable |
Not applicable |
D |
Not applicable |
|
|
Not applicable |
Not applicable |
D |
Not applicable |
|
|
Not applicable |
Not applicable |
Not applicable |
Not applicable |
|
|
I |
I |
I |
Not applicable |
|
|
I |
I |
I |
- |
|
|
I |
I |
I |
Not applicable |
|
|
I |
I |
I |
Not applicable |
|
|
I |
I |
I |
Not applicable |
|
|
Not applicable |
I |
I |
I |
|
|
I |
I |
Not applicable |
Not applicable |
Navigating
the form
The following links and table provide descriptions for the controls in this form.
Enter criteria on the General tab
Prepare batch processing on the Batch tab
Buttons
|
Button |
Description |
|---|---|
|
|
Open a query, and select the data to include. View the data selections of some reports in the query. |
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Return to the default settings of the query. |
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Set up report delivery, such as formatting for a printer, printing, or saving as a file. |
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Change the start time and start date of the batch job, or set up a recurring batch job. |
Fields
|
Field |
Description |
|---|---|
|
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Select whether to include ledger postings that are found in the table/group/all project relation. |
|
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Select whether to include ledger postings that are indirectly found from the table/group/all project relation. |
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Select whether to include ledger postings that are not specified by the table/group/all project relation. |
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Select whether to include the cost price columns that you want the report to use. |
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Select whether to include the sales price columns that you want the report to use. |
