project accounting

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Project Setup

Allows you to create and update projects.

Update

Insert & Update

Limitations

  • Resource List type Additional Information fields are not supported.
  • Project Setup supports project structures up to four levels deep.

Writeback Fields

Code The Project Code - Only populated when auto numbering is enabled.

Implementation Notes

Updating Projects

To update an existing project set the Code field to an existing value.

Project Levels

The import supports up to 4 child levels of project phases or items, where Child1 is a child to the main Project and Child2 is a child to the project item or phase in Child 1, and so on.

Project Code

The project item code is the textual project item code. When updating existing projects the code is used to look for an existing phase/item on the level. If the particular phase/item cannot be located, a new phase/item is created.

Project Item Type

Corresponds to the type of document to create:

  • 1
    • Creates a Project Phase
  • 2
    • Creates a Project Item

Additional Information Fields

Additional Information fields are presented inline with the primary fields.

The Additional Information fields are presented at the bottom of the field list, prefixed with 'Additional - '. Customer, Supplier and Item type Additional Information fields accept the relevant reference i.e. the customer reference, the item code.

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Project Adjustments

Allows you to create both cost and revenue adjustments.

Update

Insert Only

Limitations

None

Writeback Fields

Journal Number When Use Journal Number is set to true, this will catch the Journal Number field.

Implementation Notes

CreateRevenueAdjustment

By default the import will create a revenue type adjustment.

  • 'False' or '0'
    • Creates a Cost Adjustment
  • True' or a non-zero value
    • Creates a Revenue Adjustment

UseJournalNumber

Set to True to let Sage200 generate a Journal Number. When set to False the Reference field can be populated.

Project Code & Project Item

Corresponding to the relevant project values.

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Timesheets

Allows you to create timesheet records.

Update

Insert Only

Limitations

None

Writeback Fields

URN Unique Reference Number

RecordNumberString

The auto-generated timesheet number

Implementation Notes

A single timesheet is created per entry as if you are entering a line in ‘Batch’ mode.

TimesheetUserWorksNumber

The timesheet user works number.

Project Code & Project Item

Corresponding to the relevant project values.