Sage 300 PJC – Option to default Create AR Invoice Batch By

With the help of Sage 300 Project and Job Costing module organization can be able to manage estimations, tracking inventory purchase, costing, and billings of projects, miscellaneous costs as well as processing charges. These types of bills are finally incorporated as Account Receivable invoices so that it will be considered as accounts statement while accounts audits and reporting.
In this blog we are going to discuss about the option provided in Sage 300 PJC module which allows user to set default processing for AR Invoice Batch in which the PJC Bills are created.
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In order to access the screen navigates to Project and Job Costing –> PJC Setup –> Options  screen  –> Integration Tab. Kindly refer the screenshot for the same.

As shown in screenshot above there are three values which you can set for “Create A/R Batch By”. Please find list of the same with detailed explanation :
1. Adding to an Existing Batch
If user selects this value on posting PJC billing work sheets, sage 300 will create A/R Invoices for PJC bills in an existing open batch.
2. Creating a New Batch
If user selects this value on posting PJC billing work sheets, sage 300 will create new A/R Invoice batch and creates the A/R Invoices for PJC bills in this newly created batch.
3. Creating and Posting a New Batch
If user selects this value on posting PJC billing work sheets, sage 300 will create new A/R Invoice batch and creates the A/R Invoices for PJC bills in this newly created batch.
By default Create A/R Batch By is set to first option i.e. Adding to an Existing Batch.
Note: User can change the value for this option any time. It will apply these changes in batch processing when user will next time onwards posts the PJC Billing Worksheets however it will not affect the existing A/R Invoice Batches.
Example:
The “Create A/R Batch By” option is set to default value i.e. “Adding to an Existing Batch”. As you can find in below screenshot the last A/R batch is 311 and contains three entries in it.

Kindly refer to below screenshot in which we have created one entry for PJC Charges by navigating to Project and Job Costing –>PJC Transactions –> Charges screen.

As displayed in below screenshot post the “PJC Billing Worksheet” created.

After posting PJC Billing Worksheet two A/R Invoices got created in the same batch i.e. last existing open A/R invoice batch please refer to screenshot below.

Now we have changed the “Create A/R Batch By” option value to “Creating a New Batch” and followed the same steps and instead of creating A/R invoice entry in same batch it has created new A/R Invoice batch and created Invoice entry in newly created batch. Please find screenshots for the same.



Similarly, if we set the value for “Create A/R Batch By” option value to “Creating and Posting a New Batch” then Sage 300 will generate new batch create A/R invoice entries in the same for PJC bills and post the newly created A/R Invoice Batch.
Also Read:
1. Default accounting methods of PJC
2. Check out your Employee timesheet and Expenses with Sage 300 PJC
3. Greytrix TDS with PJC Integration
4. Project Status in Sage 300 ERP
5. Project wise Costing Analysis in Sage 300 ERP