Create a fee journal from the project when services are delivered and related fees must be registered.
Fill in the following fields:
Field | Description |
|---|---|
Project date | Enter the work execution date |
Project | Select the project |
Activity number | Choose from the project WBS |
Category | Set the project category |
Worker | Define the worker |
Role ID | Define the related role for price defaults |
Description | Enter a detailed description |
Start time | Enter the start time |
End time | Enter the end time |
Line property | Specify whether to charge the customer |
Sales price | Set the sales price (may default from setup) |
Cost price | Set the cost price (may default from role setup) |
Steps
Go to Project management and accounting > Projects > All projects.
In the list, find and select the desired record.
On the Action Pane, click Project.
Click Fee.
Click New.
Click Lines.
Click New.
In the list, mark the selected row.
In the Project date field, enter a date.
In the Description field, type a value.
In the Sales price field, enter a number.
Click Validate.
Click OK.
Close the page.