Open topic with navigation

Set up integration for projects

The Project Accounting Settings Integration tab allows you to set how Project Accounting integrates with other Sage 200 modules and enable features in Project Accounting.

To set the integration settings

Open: Project Accounting > Utilities > System Setup > Project Accounting Settings | Integration.

1. Select the Financials modules to integrate with Project Accounting.

   • Sales Ledger.

     Sales Invoice enables the Project Analysis tab, used to enter the project transaction details for a sales invoice.

     Sales Credits enables the Project Analysis tab, used to enter the project transaction details for a sales credit note.

   • Purchase Ledger.

     Purchase Invoice enables the Project Analysis tab, used to enter the project transaction details for a purchase invoice.

     Purchase Credit enables the Project Analysis tab, used to enter the project transaction details for a purchase credit note.

   • Nominal Ledger.

     Nominal Payments enables the Project Analysis tab, used to enter the project transaction details for a nominal taxable payment.

     Nominal Receipts enables the Project Analysis tab, used to enter the project transaction details for a nominal taxable receipt.

2. Select the Commercials modules to integrate with Project Accounting.

   • Sales Order Processing.

     When you add items to a sales order or a quotation, you can specify the project and project item on the Project Analysis tab.

     You can create projects from sales orders and quotations that you have entered in SOP.

   • Purchase Order Processing.

     When you add items to a purchase order or a return, you can specify the project and project item on the Project Analysis tab.

   • Stock Control.

     Stock Issues enables the Project Issue option in the Stock Control module. This is used to record the actual cost of the purchase of stock item against a project.

     Stock Issues enables the Project Return option in the Stock Control module. This is used to record internal project stock returns.

     Stock Allocations enables the Project Allocation option in the Stock Control module. This is used to allocate stock to a project.

     When you issue or amend allocations in Stock Control, use the Project option to work with project stock allocations.

3. You can also select areas of Project Accounting that you want to enable:
   • Project Cost Adjustments: Enables the Enter cost adjustments option in Project Accounting.
   • Project Revenue Adjustments: Enables the Enter revenue adjustmentsoption in Project Accounting.
   • Project Billing: Enables all the Billing options in Project Accounting. These are used to calculate and create bills for your project customers.
   • Timesheets: Enables the Timesheet options in Project Accounting. These allow you to timesheets for your projects.
   • Expenses: Enables the Expense claim options in Project Accounting. These allow you to enter expense claims for your projects.
4. To save your settings, click OK.

Go to top