Description: Projects are used for tracking expenses and assessing profitability for individual projects. Projects can be used to track Capital Improvement Projects, Trading related sales, individual vehicle expenses, or individual equipment expenses.
Software Version: 2023.08.31 and newer
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| Actual Expense | A non-editable text box that displays the sum total of all the expense amounts associated to this Project. This is populated from the following transactions with lines items associated with a project:
This is a calculated field that is not linked to a database field and is never editable from here. | ||||||||
| Actual Net | A calculated field that displays the total when subtracting the 'Actual Expense' from the 'Actual Revenue'. This is a calculated field that is not linked to a database field and is never editable from here. | ||||||||
| Actual Revenue | A non-editable text box that displays the sum total of all the revenue amounts associated to this Project. This is populated from the following transactions with lines items associated with a project:
This is a calculated field that is not linked to a database field and is never editable from here. |
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| Properties | Value | ||||||||
| Currency ID |
Linked Database Field: ERPx_GLProject.CurrencySK | ||||||||
| Expense Budget | Identifies the budgeted amount for the expenses that will be associated with this project. This is not required and is always editable. Expenses can be assigned to projects in NorthScope from an AP Invoice, AP Credit Memo, or manual Journal Entry Debit line, provided the "Open to Purchasing" property is set to "Yes". Linked Database Field: ERPx_GLProject.ExpenseBudget | ||||||||
| Inactive |
Linked Database Field: ERPx_GLProject.IsInactive | ||||||||
| Net Budget | A calculated field that displays the total when subtracting the 'Expense Budget' from the 'Revenue Budget'. This is a calculated field that is not linked to a database field and is never editable. | ||||||||
| Open to Purchasing | Identifies whether or not this project will allow for Expenses to be assigned. If the project has an expense budget or it is anticipated there will be expenses associated with it then this should be set to ‘Yes’. If the project does not have an expense budget and only revenue will be tracked then this should be set to ‘No’. Linked Database Field: ERPx_GLProject.ProjectSK and ERPx_GLProjectModule.ModuleSK = 18 | ||||||||
| Open to Sales | Identifies whether or not this project will allow for Revenue to be assigned. If the project has a revenue budget or it is anticipated there will be revenue associated with it then this should be set to ‘Yes’. If the project does not have a revenue budget and only expenses will be tracked then this should be set to ‘No’. Linked Database Field: ERPx_GLProject.ProjectSK and ERPx_GLProjectModule.ModuleSK = 4 | ||||||||
| Project Class | Identifies the Class that the project has been assigned to. This is required but is always editable. Linked Database Field: ERPx_GLProject.ProjectClassSK | ||||||||
| Project Description | The name associated with the Project. This is required for all records and is always editable. Linked Database Field: ERPx_GLProject.ProjectDescription | ||||||||
| Project End | The date the Project ends. If this date is populated then it cannot be assigned to transactions that occur after this date. If this date is empty then the Project will be open indefinitely. This value is always editable and if entered it must occur on or after the 'Start' date. Linked Database Field: ERPx_GLProject.ProjectEndDate | ||||||||
| Project ID | Identifies the unique identifier for the Project. This is a system assigned number and is not editable. Linked Database Field: ERPx_GLProject.ProjectID | ||||||||
| Project Start | The date the Project begins. Projects cannot be assigned to transactions that occur before this date. This date is required and is always editable. Linked Database Field: ERPx_GLProject.ProjectStartDate | ||||||||
| Revenue Budget | Identifies the budgeted amount for the revenue that will be associated with this project. This is not required and is always editable. Revenue can only be assigned to projects using a Credit Journal Entry line. Linked Database Field: ERPx_GLProject.RevenueBudget |
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Technical Details
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