Modify Contract Default Project/Activity for Contract
Explanation
Use this activity to change the default project or activity on a
contract.
Note that if
Applications for Payment is used, the default project and
revenue activity is used for posting application amounts and creating project
invoices.
If Application for Payment is used and one or more
applications that have not been submitted exist, it is recommended to
cancel them and create new applications to make sure that all financials
transactions are posted correctly using the new default project and/or
activity. The report code must also be valid for the new project or activity.
Prerequisites
If Application for Payment is used the default project cannot be modified if:
- There exists one or more applications in status submitted or higher.
- Financial transactions (invoices) are created.
System Effects
- The default project and and revenue activity will be changed.
- A warning message will be
displayed if one or more applications that have not been
submitted exist, and a change in the default project occur.
Window
Sales Contract
Related Window Descriptions
Sales Contract/Project
Procedure
- On the
Sales
Contract/Project tab, locate the project or insert a
new project.
- Enter a revenue activity or select from the List of Values.
- Right click on the line and select the Set as Default option to set
the revenue activity as the default.
- Note that the Default Revenue Activity checkbox will get
selected.
- Save the changes.