Overview tab

View the line properties that have been created. You can view the cost percentage, sales percentage, and whether the active line property can be accrued, capitalized, or invoiced.

General tab

View detailed information about the active line property.

Line property setup

Open the Line property setupform to set the line property

Line property

Name of the line property.

The name of a line property should reflect the purpose of the line property. If, for example, transactions that designate a specific line property become chargeable, then you may want to name the line property Chargeable.

Name

Enter the name of the current line property.

Cost percentage

Enter the percentage to be added to the original cost price for project hour transactions only.

Sales percentage

Enter the percentage to be added to the regular sales price for project hour transactions only.

Chargeable

Select this check box if transactions with this line property of chargeable can be invoiced. The chargeable line property applies to time-and-material projects.

Accrue revenue

Select this check box if accrued revenue can be posted to transactions with this line property before invoicing. Posting accrued revenue only applies to time-and-material projects.

Capitalize cost

Select this check box if costs can be capitalized to balance accounts when transactions with this line property are posted. Capitalizing costs to balance accounts can be applied to time-and-material projects, fixed-price projects, investment projects, and internal projects.

On invoice

Select this check box to display a sales line amount of 0 (zero) in the form.

On quotation

Select this check box to display quotation lines on the printed quotation.

Efficient hours

Select this check box to count the transaction hours as efficient when you calculate the utilization rate.

Add to norm hours - Billable rate

Select this check box to add these hours as overtime to the norm hours when you calculate the utilization rate for billable hours.

Add to norm hours - Efficient rate

Select this check box to add these hours as overtime to the norm hours when you calculate the utilization rate for efficient hours.