> Set up Sage 200 / Project Accounting / Design your project structure / Define project item types / Integration

Set up integration for project item types

To set integration

Open: Project Accounting > Utilities > System Setup > Project Structure Settings | Project Item Type.

  1. Click Add or select an item type and click Edit.
  2. Select the Integration tab.
  3. Select the required modules:

      • Purchase Ledger: Allow the project item to be selected for purchase invoices and credit notes.
      • Sales Ledger: Allow the project item to be selected for sales invoices and credit notes.
      • Nominal Ledger: Allow the project item to be selected for nominal taxable payments and nominal taxable receipts.
      • Stock Control: Allow the project item to be selected for stock issues, returns, and allocations of stock to projects.
      • Purchase Order Processing: Allow the project item to be selected for purchase orders and returns.
      • Sales Order Processing: Allow the project item to be selected for sales orders and quotations.
      • Project Cost Adjustments: Allow the project item to be selected for when entering cost adjustments in Project Accounting.
      • Project Revenue Adjustments: Allow the project item to be selected for when entering revenue adjustments in Project Accounting.
      • Project Billing: When entering a new bill for a project, the costs posted to a project can be selected for charging on that bill.

        If you select this, then you can select costs posted to a project item of this type, for charging.

        This setting is often cleared if Overhead project item has been selected for this item type, as overhead costs are not usually charged to the customer directly.

      • Timesheets: Allow the project item to be selected for timesheets in PProject Accounting.
      • Expenses: Allow the project item to be selected for expense claims in Project Accounting.

    Once selected, project items of this type can be selected when entering these transactions.


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