On this panel you define the system control fields for DC1 Project.
Number series:
- Project number
- Enter the number series used for automatic numbering of project orders.
- Project quotations
- Enter the number series used for automatic numbering of project quotations.
- Transfer budget
- Indicate if budget values should be transferred to DC1 Financials.
- Int ref mandatory
- Set this field to YES if you want the internal reference (i.e. the Int ref field) to be a mandatory entry in the Project header (i.e. the Work with projects, Header maintenance panel). If set to NO, that field will be an optional entry in the Project header.
Budget number:
- Initial budget
- Enter the budget number of DC1 Financials to transfer the initial budget to.
- Change orders
- Enter the budget number of DC1 Financials to transfer the change orders budget to.
- Internal transfer
- Enter the budget number of DC1 Financials to transfer the internal transfer budget to.
- Forecast
- Enter the budget number of DC1 Financials to transfer the forecast budget to.
- Completion %
- Enter the budget number of DC1 Financials to transfer the completion % budget to.
Project accounting:
- Create account no
- Indicate if the system should create account records automatically in the Chart of accounts and the Pseudo account table. If this field is set to YES, records are created when a new project is created or copied. Note: Automatic creation is normally only needed if the project is used as an account part for bookkeeping transactions.
- Account part no proj
- Enter the account part for which the project is used for accounting.
- Account number
- Optional entry. Enter the account number to be used for manual financial transactions. Only pure G/L transactions and A/P invoices (final) can be connected to a project element line.
Depending on if you complete this field or not, you will have different options on the selection panel for project lines and transactions when you add postings on the Financial system transaction entry panel:
- If this field is left blank, and you enter a project number in the account part defined for projects in the MFG control file, you will only be able to divide the amount to one project element line.
- If this field is completed, and the entered account number for the main account equals the account number in this field, you will be able to divide the amount to one or several project element lines.