View Customer Project Transactions
Explanation
Perform this activity to view the customer company project transactions that are
created automatically as a result of multi-company project reporting. This
activity is relevant to the employee company.
Prerequisites
- The Multi-Company Reporting check box in the reporting row
should be
selected.
System Effects
N/A
Window
Multi-Company Project Transactions
Related Window Descriptions
Multi-Company
Reporting Details
Multi-Company Project
Transactions
Procedure
Using the Multi-Company Reporting Details
dialog box:
- Open the
Project Time Registration
window, Project Cost Registration/Personal
or
Project Cost Registration/Non-Personal
tab and query for the required multi-company reporting record.
- Select the record, right-click and click on the Multi-Company Reporting Details menu
option.
- The Multi-Company Reporting Details dialog
box will open and show
all the linked transactions connected to the selected reporting line. E.g., a time reporting row with entries for
three days will show three linked transactions in the Multi-Company
Reporting Details dialog box.
Using the Multi-Company Project Transactions
window:
- Open the
Project Time Registration
window, Project Cost Registration/Personal
or
Project Cost Registration/Non-Personal
tab and query for the required multi-company reporting record.
- Right-click and click on the Multi-Company Transactions menu
option.
-
The
Multi-Company Project Transactions
window will open.
Right-click and click on Project
Transactions and
select the
Customer Company
menu option.
-
The
Project Transactions
window will open and show all the linked transactions connected to the
selected reporting line.