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Fields

Description

Checkbox

Used to select one or more records.

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:

• AP Invoices

• AP Credit Memos

• Journal Entry - Debit lines

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:

• AP Invoices

• AP Credit Memos

• Journal Entry - Credit lines

This is a calculated field that is not linked to a database field and is never editable from here.

Inactive

A Yes/No field used to identify if the Project is Inactive. If set to 'Yes' then the Project is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used 'No' values display as blank in the grid. This value is always editable from the Project Record View. Linked Database Field: ERPx_GLProject.Isinactive 

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 from the Project Record View and if entered it must occur on or after the 'Start' date.

Linked Database Field: ERPx_GLProject.ProjectEndDate 

Expense Budget

Identifies the budgeted value for the expenses that will be associated with this project. This is not required and is always editable from the Project Record View.

Linked Database Field: ERPx_GLProject.ExpenseBudget 

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 from here.

Project

A hyperlink that shows the unique identifier of the Project record. Clicking on the link opens the record view of the Project. This field is not editable once it has been saved on a Project.

Linked Database Field: ERPx_GLProject.ProjectID 

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 ID. This is required for all records and is always editable from the Project Record View.

Linked Database Field: ERPx_GLProject.ProjectDescription

Remaining

A calculated field that displays the difference between the 'Net Budget' and the 'Actual Net'. This is a calculated field that is not linked to a database field and is never editable from here.

Revenue Budget

Identifies the budgeted value for the revenue that will be associated with this project. This is not required and is always editable from the Project Record View.

Linked Database Field: ERPx_GLProject.RevenueBudget

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 from the Project Record View.

Linked Database Field: ERPx_GLProject.ProjectStartDate