Project Transactions—Exercises 

Main Exercise

Edit a Project Transaction

Purpose: The purpose of this exercise is to edit an existing project transaction.

Windows:
Project Transactions

  1. Open the Project Transactions window and populate it (F2). 
  2. Add a comment in the Internal Comments field.
  3. Change the price in the Internal Price field.
  4. Save the information (F12).

Register Project Transaction

Purpose: The purpose of this exercise is to see how entering a transaction in the Project Transactions window affects what is shown in the Project Time Registration window.

Windows:
Project Transactions
 Project Time Registration

  1. Open the Project Transactions window. 
  2. Create a new record (F5).
  3. In the Emp No field, select an employee number from the List of Values.
  4. In the Short Name field, select a short name from the List of Values.
  5. In the Report Code field, select a report code of type Time from the List of Values.
  6. Enter a value (number of hours) in the Internal Quantity field.
  7. Enter a value in the Internal Price field (if the internal price is not predefined and thereby retrieved automatically).
  8. In the Sales Quantity field, enter a sales quantity (same as internal quantity).
  9. Select a currency code and currency type in the respective fields.
  10. Enter a value in the Sales Price field (if the sales price is not predefined and thereby retrieved automatically).
  11. Save the information.
  12. Open the Project Time Registration window.
  13. Query for the hours that you just registered, using the same data as you entered before.
  14. Verify that the time you registered is visible in the Project Time Registration window.