View Incoming Multi-Company Project Transactions
Explanation
When an employee reports cost or time to an employee company activity which
is in turn connected to a customer company activity in the Multi-Company Project Reporting Activity Link Info
window, it will create a transaction in the customer company as well. This
happens automatically and no manual work is required. This activity is primarily
relevant to the customer company.
Prerequisites
- The reporting user should have a user in the customer company as well.
- The employee company and the customer company activities should be
connected in Multi-Company Project Reporting Activity Link Info
window.
-
The reporting user
should have an employment in the customer company and be defined in the Multi-Company Project Reporting Employee Link Info
window or
the required basic data to generate an employee automatically should be entered in
the Company Details/Property
tab.
System Effects
- A project transaction in the customer company will be created automatically.
Window
Project Transactions
Related Window Descriptions
Project Transactions
Procedure
Once these transactions are received they can be viewed from the customer
company using the Multi-Company Project Transactions
window:
- Open the
Project Time Registration
window, Project Cost Registration/Personal
or
Project Cost Registration/Non-Personal
tab and query for the required multi-company reporting record.
- Right-click and click on the Multi-Company Transactions menu
option.
-
The
Multi-Company Project Transactions
window will open.
Right-click and click on Project
Transactions and
select the
Customer Company
menu option.
-
The
Project Transactions
window will open and show all the customer transactions connected to the
selected reporting line.