With the help of Sage 300 Project and Job Costing module, organizations 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 default AR Invoice detail line comment value as one of the field value from PJC bill. It is definitely helpful for users to identify the bill is from PJC module and enables them to copy the particulars or remarks from PJC bill to A/R Invoice bill.
- 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 eight values which you can set as a comments for A/R invoice generated detail lines. Please find list of the same with detailed explanation :
- Type-Worksheet Number-Document Number
This will set concatenated values of invoice type, Billing Worksheet Number and Document Number separated by “-” as the A/R Invoice detail line comment.
This will set concatenated values of contract code, project code and category code separated by “-” as the A/R Invoice detail line comments.
This will set Billing Worksheet comments as the A/R Invoice detail line comments.
This will set Billing Worksheet description as the A/R Invoice detail line comments.
This will set Charges Reference field as the A/R Invoice detail line comments.
- Detail Description
This will set worksheet detail line’s description field as the A/R Invoice detail line comments.
- Contract Description
This will set worksheet detail line “Contract Description” field as the A/R Invoice detail line comments.
- Project Description
This will set worksheet detail line “Project Description” field as the A/R Invoice detail line comments.
- Category Description
This will set worksheet detail line “Category Description” field as the A/R Invoice detail line comments.
- By default A/R Invoice comments field is set to third option i.e. Billing Worksheet comments.
Note: User can change the value for this option any time. It will apply these changes when user will next time onwards posts the PJC Billing Worksheets to create A/R Invoice from PJC Bills, however it will not affect the existing A/R Invoice entries created from PJC Billing worksheets.
Please refer to the below screenshot, here the option is set to “Contract-Project-Category”.
Created one PJC Billing Worksheet as below.
As displayed in below screenshot for A/R invoice, it has taken value of invoice detail line description as Contract Code – Project Code – Category Code i.e. “120-1400-100”.
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