Parameter Setup
On projects360 parameter form, under Simple adjustment tab, a new set of parameters has been introduced to control the adjustments on the transactions and invoice proposal. User needs to set the field value to ‘Yes’ in order to use the different functionalities provided.
Go to Project management and accounting > Setups > projects360 parameters > Simple adjustment tab
Go to Project billing > Setups > Billing parameters > Adjustment tab
Details of the fields available on the projects360 parameters form are as follows –
| Fields | Description |
| Activate modify time | When this parameter is set to Yes, user can modify time to other activity, Category or Project on the Invoice proposal for the Hour transactions. |
| Activate write off time – transaction | When this parameter is set to Yes, user can write off time to Non billable on the Invoice proposal for the Hour transactions. |
| Line property id for write off | This field is used to default the line property for write offs either fully or partially. |
| Activate partial write off time – percent | When this parameter is set to Yes, user can partially write off time by percent to non-billable on the Invoice proposal for the Hour transactions. |
| Activate partial write off time – quantity | When this parameter is set to Yes, user can partially write off time by quantity to non-billable on the Invoice proposal for the Hour transactions. |
| Activate Write up/Write down | When this parameter is set to Yes, user can write up/ write down time updating the net amount in total or net amount for each resource within the Invoice proposal for the Hour transactions. |
| Write up/write down view | Select write up/write down view perform adjustment by resource, by project/resource/category or by project/resource/category/company |
| Company write up/write down fee | Select company write up/write down fee category that will be used to create company write up/write down fee transaction. |
| Activate reapply sales price | When this parameter is set to Yes, user can reapply the sales price within the Invoice proposal for the Hour transactions. |
| Copy effective labor rate | When this parameter is set to Yes, cost setting during the adjustment will by default be No for the worker with ‘Use effective labor rate’ marked for the hour transaction. |
| Activate Modify expense | When this parameter is set to Yes, user can modify expense to other activity, Category or Project on the Invoice proposal for the expense transactions. |
| Activate write off expense – transaction | When this parameter is set to Yes, user can write off time to Non billable on the Invoice proposal for the expense transactions. |
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Note – Currently, Simple adjustment functionality is dependent on the standard parameter “Invoice proposal” under Allow adjustment of transaction status. |
Go to Project management and accounting > Setups > projects360 parameters > Quick project search tab
When the above parameter is marked, Quick project search look up will be displayed when performing simple adjustments.