Set up integration for project item types
You can choose integration options for Project Accounting as a whole, and also for each project item type. For example, you might enable Stock Control integration for Project Accounting as a whole, but you might only enable Stock Control integration for Stock project item types. This would mean that only project items of the type Stock are available for selection for project stock issues and allocations.
Use the Integration tab in the Project Accounting settings to specify how the Project Accounting Module integrates with Sage 200 modules.
If you have chosen to post transactions to your projects, an additional Project Analysis tab is displayed where you select the project and project item for the transaction.
To set integration
Open: Project Accounting > Utilities > System Setup > Project Structure Settings | Project Item Type.
- Click Add or select an item type and click Edit.
- Select the Integration tab.
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Select the required modules:
- Purchase Ledger: Allow the project item to be selected for purchase invoices and credit notes.
- Sales Ledger: Allow the project item to be selected for sales invoices and credit notes.
- Nominal Ledger: Allow the project item to be selected for nominal vatable payments and nominal vatable receipts.
- Stock Control: Allow the project item to be selected for stock issues, returns, and allocations of stock to projects.
- Purchase Order Processing: Allow the project item to be selected for purchase orders and returns.
- Sales Order Processing: Allow the project item to be selected for sales orders and quotations.
- Project Cost Adjustments: Allow the project item to be selected for when entering cost adjustments in Project Accounting.
- Project Revenue Adjustments: Allow the project item to be selected for when entering revenue adjustments in Project Accounting.
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Project Billing: When entering a new bill for a project, the costs posted to a project can be selected for charging on that bill.
If you select this, then you can select costs posted to a project item of this type, for charging.
This setting is often cleared if Overhead project item has been selected for this item type, as overhead costs are not usually charged to the customer directly.
- Timesheets: Allow the project item to be selected for timesheets in Project Accounting.
- Expenses: Allow the project item to be selected for expense claims in Project Accounting.
Once selected, project items of this type can be selected when entering these transactions.
You cannot clear any of these settings once there are documents that would be affected such as sales and purchase orders.
You can select new settings as long as they are also selected n the Project Accounting settings.
Steps in this task
Set up project item type display features
Select additional information fields for group levels
Set up project item type defaults
Set up project item type nominal defaults
Other tasks
Overview