--- title: "About tracking commitments" description: "Visma Net supports tracking purchase orders and sales orders by project as project cost commitments and project revenue commitments, respectively." lang: en languages: en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/about-tracking-commitments/index.md lastmod: 2026-02-19 --- > Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/llms.txt # About tracking commitments Last modified February 19, 2026 > Visma Net supports tracking purchase orders and sales orders by project as project cost commitments and project revenue commitments, respectively. Visma Net supports tracking purchase orders and sales orders by project as project cost commitments and project revenue commitments, respectively. These commitments affect the execution status of a project. You can track the budget and actual amounts of a project, as well as the original commitments that remain open. When the commitments are created, the system uses them to populate the revenue and cost budget for the corresponding project, project task, item, and account group. ## Tracking the committed cost by purchase order The system tracks the commitment cost in the base currency for the **Normal** and **Drop-ship** lines of the purchase orders associated with a project. These commitments are called **Internal** because they originate from documents created in the system, in contrast to **External** commitments that can be imported into Visma Net. The system tracks the internal commitment cost if the **Internal commitment tracking** check box is selected in the [Project accounting preferences (PM101000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/index.md) window. When you save a purchase order created in the [Purchase orders (PO301000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-orders-po301000/index.md) window with the **Open** status and the order refers to a project, the system creates a commitment record for each purchase order line in the amount of the **Ext. cost** of the line. These commitments are updated when the order line is changed (for example: When the quantity or amount of the line is corrected or the order line is completed or cancelled). You can review the commitment records in the [Commitments (PM306000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/commitments-pm306000/index.md) window. The original commitment amount is displayed in the **Amount** column of the line. For a new commitment, the **Open amount** equals the original committed amount. When a purchase order is received, the system updates the **Received quantity** and reduces the **Open amount** of the commitment line by an amount proportional to the received or invoiced quantity. The system updates the **Received quantity** of the commitment line depending on the type of the purchase order line as follows: + For the purchase order lines that are processed through a purchase receipt, the commitment lines are updated with the received quantity when the purchase receipt is released. + For the purchase order lines that are invoiced directly without a purchase receipt being processed, the commitment lines are updated with the invoiced quantity when the purchase invoice is released. When a purchase invoice that corresponds to the purchase order is released, the **Invoiced amount** is updated with the **Ext. cost** of the invoice line. After a purchase order has been closed, the **Open amount** of the commitment lines becomes zero. If a purchase order has been received partially or cancelled, the incomplete amounts are also subtracted from the **Open amount**. The validate process in the [Validate project balances (PM504000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/validate-project-balances-pm504000/index.md) window recreates internal commitment records based on the amounts and quantities in the lines of purchase orders if the tracking of project commitments is enabled. ## Tracking committed revenue by sales order The system tracks the commitment revenue in the base currency for the lines of sales orders associated with a project. As with commitments for purchase order lines, these commitments are internal because they originate in the system. The system tracks the internal commitment revenue if the **Internal commitment tracking** check box is selected in the [Project accounting preferences (PM101000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/index.md) window. The **Commitment tracking** check box should also be selected in the [Order types (SO201000)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/order-types-so201000/index.md) window for the order type for which the commitment tracking is required. When you save a sales order created in the [Sales orders (SO301000)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/index.md) window with the **Open** status and the sales order refers to a project, the system creates a commitment record for each sales order line in the amount of the **Ext. cost** of the line. These commitments are updated as soon as the order line is changed (for example, when the quantity or amount of the line is corrected, or the order line is completed or cancelled). In the [Commitments (PM306000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/commitments-pm306000/index.md) window, the original commitment amount is displayed in the **Amount** column. For a new commitment, the **Open amount** equals the original committed amount. The system updates the **Received quantity** of the commitment line depending on whether a shipment is processed for the sales order as follows: + For the sales order lines that are processed through a shipment, the commitment lines are updated with the shipped quantity when the shipment is confirmed. + For the sales order lines that are invoiced directly without shipment processing, the commitment lines are updated with the invoiced quantity when the sales invoice is released. When a sales invoice that corresponds to the sales order is released, the **Invoiced amount** is updated with the **Amount** of the invoice line. After a sales order has been completed, the **Open amount** of the commitment lines becomes zero. If a sales order has been delivered partially or cancelled, the incomplete amounts are also subtracted from the **Open amount**. The return lines of sales orders are recorded as commitment lines with a negative sign if commitment tracking is enabled for the applicable return order type (for example, a credit note). The validation process in the [Validate project balances (PM504000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/validate-project-balances-pm504000/index.md) window recreates internal commitment records based on the amounts and quantities in the lines of sales orders for which the tracking of project commitments is enabled. ## Aggregating committed data for reports The commitment data aggregated by the project budget line key (project, project task, item, and account group or project, project task, item and account group ID, respectively) is available in the analytical reports and in the following windows: + In the [Projects (PM301000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/projects-pm301000/index.md) window, in the corresponding columns on the **Revenue budget** and **Cost budget** tabs. For a selected budget line, you can click **View commitments** in the table toolbar to review the detailed commitment records in the [Commitments (PM306000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/commitments-pm306000/index.md) window. + In the [Row sets (CS206010)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/row-sets-cs206010/index.md) window, in the **Amount type** field of the **Data source** of a row, for row sets of the **PM** type. + In the [Column sets (CS206020)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/column-sets-cs206020/index.md) window, in the **Amount type** field of the **Data source** of a column, for column sets of the **PM** type. + In the [Unit sets (CS206030)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/unit-sets-cs206030/index.md) window, in the **Amount type** field of the **Data source** of a unit, for unit sets of the **PM** type. ## Integrating commitments with external systems Project commitments do not necessarily have to originate from purchase orders or sales orders that exist in the system. + You can import commitment records from an external system into Visma Net for further analysis against budget and actual figures. These commitment records are called **External** in contrast to internal ones that originate from documents created in the system. + After the initial import, you can update imported commitment records as the project goes on and the system changes the applicable open committed amounts and invoiced amounts. Imported commitment records have the **External** type in the [Commitments (PM306000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/commitments-pm306000/index.md) window and are identified in Visma Net by the external reference number. + The selection of the **Internal commitment tracking** check box in the [Project accounting preferences (PM101000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/project-accounting-preferences-pm101000/index.md) window is not necessary for the import of external commitment records. + To create an external commitment record, in the toolbar of the [Commitments (PM306000)](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/project-accounting-windows/commitments-pm306000/index.md) window, you can click **Create external commitment** and then populate the necessary settings of the window, which opens. This window is also available for writing import and export scenarios and through the Web Services API.

Related pages

Windows

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