View Incoming Multi-Company Project Transactions

Explanation

When an employee reports cost or time to an employee company activity which is in turn connected to a customer company activity in the Multi-Company Project Reporting Activity Link Info window, it will create a transaction in the customer company as well. This happens automatically and no manual work is required. This activity is primarily relevant to the customer company.

Prerequisites

• The reporting user should have a user in the customer company as well.
• The employee company and the customer company activities should be connected in Multi-Company Project Reporting Activity Link Info window.
• The reporting user should have an employment in the customer company and be defined in the Multi-Company Project Reporting Employee Link Info window or the required basic data to generate an employee automatically should be entered in the Company Details/Property tab.

System Effects

• A project transaction in the customer company will be created automatically.

Window

Project Transactions

Related Window Descriptions

Project Transactions

Procedure

Once these transactions are received they can be viewed from the customer company using the Multi-Company Project Transactions window:

1. Open the Project Time Registration window, Project Cost Registration/Personal or Project Cost Registration/Non-Personal tab and query for the required multi-company reporting record.
2. Right-click and click on the Multi-Company Transactions menu option.
3. The Multi-Company Project Transactions window will open. Right-click and click on Project Transactions and select the Customer Company menu option.
4. The Project Transactions window will open and show all the customer transactions connected to the selected reporting line.