Sage 300 PJC – Posting Date Option

By | April 28, 2017

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. This module also facilitates user to set some default options which will help in making faster entries and brings uniqueness in process followed.

In this blog we are going to discuss about the option provided in Sage 300 PJC module which allows user to set default posting date for various types of transactions such as Timecards, Equipment Usage, Material Usage, Material Returns and Material Allocation.

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In order to access the screen navigates to Project and Job Costing –> PJC Setup –> Options screen –> Transactions Tab. Kindly refer the screenshot for the same.

PJC Option -> Setup form

There is no provision to set the posting date on the transactions screen in the PJC module.  You can specify the default date that will considered as the Posting Date for various transactions in this module.
This setting provides two options for setting posting date as “Document / Transaction Date” and “Session Date”.

Documents/ Transaction Date: This is option means the transactions posting date will be considered as its posting date to regardless of session date or actual date on which transaction is processed. This option is set as by default option for this setting.
Session Date: If this option is set for the “Default Posting Date” then transaction posing date will be considered as the Sage 300 session’s date i.e. Session in which user is logged in while posting the transactions.

Note: User can change this setting any time. The posting dates will be considered accordingly for the transactions being processed after changing the setting.

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