Not yet invoiced project transactions (PM40107S)
This window shows all transactions that have been allocated, but not invoiced, and are linked to the account group(s) that are set up in the invoicing rule(s).
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
The top part
You use the elements in this area to select the projects you want to view in the table.
- View project (button)
- Opens the Projects (PM301000) window, where you can view the details of a project you select.
- Project manager
- The project manager of the projects whose transactions you want view in the table.
- From project
- The ID of the project you want to start your selection from.
- To project
- The ID of the project to you want to end your selection to.
- From period
- The period you want to start your selection from.
- To period
- The period you want to end your selection at.
- Customer
- The customer of the transaction.
- Invoicing rule
- The invoicing rule that applies to the transaction.
- Status
The status of the projects that you want to view in the table:
- In planning
- This status is automatically assigned to any new project with the Hold check box selected and reflects that the project is a draft and not available for selection in data entry windows.
- Active
- The project can be associated with documents and activities in data entry windows in the modules integrated with the Projects module.
- Completed
- All tasks for the project have been completed.
- Cancelled
- Project is stopped before its completion. A cancelled project can be activated again.
- Suspended
- All activities on the project are suspended. A suspended project can be re-activated or cancelled.
- Total amount
- The total amount of the transaction.
The table
- From period
- The period you want to start your selection from.
- To period
- The period you want to end your selection at.
- Project ID
- The ID of the project that the transaction belongs to.
- Project name
- The name of the project that the transaction belongs to.
- Status
- The status of the transaction.
- Amount
- The amount of the transaction.
- Project manager
- The manager of the project that the transaction belongs to.
- Customer
- The name of the customer.
- Invoicing rule
- The invoicing rule that applies to the transaction.
- Invoicing rule description
- The description of the invoicing rule.
- Account group ID
- The ID of the account group.
- Account group description
- The description of the account group.