Create a fee journal from the project when services are delivered and related fees must be registered.

Fill in the following fields:

FieldDescription
Project dateEnter the work execution date
ProjectSelect the project
Activity numberChoose from the project WBS
CategorySet the project category
WorkerDefine the worker
Role IDDefine the related role for price defaults
DescriptionEnter a detailed description
Start timeEnter the start time
End timeEnter the end time
Line propertySpecify whether to charge the customer
Sales priceSet the sales price (may default from setup)
Cost priceSet the cost price (may default from role setup)


Standard procedure

1. Go to Project management and accounting > Projects > All projects.
2. In the list, find and select the desired record.
3. On the Action Pane, click Project.
4. Click Fee.
5. Click New.
6. Click Lines.
7. Click New.
8. In the list, mark the selected row.
9. In the Project date field, enter a date.
10. In the Description field, type a value.
11. In the Sales price field, enter a number.
12. Click Validate.
13. Click OK.
14. Close the page.

Provide feedback