Project Code Handling
How projects are used and which project fields can be updated depends on the setting of Project Code Handling in SSM Accounting Control. This field has two values: Single Project per Line (S) and Project per Labor/Expense (P).
Single Project per Line (S)
When this option is active, one sales project and one sales discount project can be associated with each call line. The system sets the report project to the value entered for the sales project and it cannot be changed. The same project is used for both revenue and costs created by labor/expense transactions and material issues and receipts for this line.
Once you have specified a project, it cannot be changed. The sales project defaults to each report and each labor, expense, and item detail record.
When an invoice is created for the call line, either in CAR (if Invoice from Recording is Yes) or CIR, the sales and sales discount projects from CAR default to the call invoice. These values can be modified in CIR, if needed.
Project per Labor/Expense (P)
When this option is active, each labor and expense transaction created for a call line can have a different project associated with it.
• The sales and sales discount project default from the contract line providing coverage and can be modified.
• The report project also defaults from the contract-line sales project and can be modified.
Note: Items always use the project on the call report header.
If a contract does not provide coverage or a project is not specified on the contract line, all call-line projects default to blank. Each time a new report is opened for a call line, the same defaulting logic is used.
The report project sets the default for each labor record. For expenses, the project defaults first from the employee (engineer), if one has been defined; otherwise, the report project is used. This is similar to the way work orders handle project codes. You can modify the report project even after other reports exist, and the new project defaults to new labor and expense transactions.
Note: Associate a default project with an employee in Employee Create (36.1.7.1).
You can also modify the project on each labor and expense detail. The project associated with item consumption, however, defaults from the report project and cannot be changed.
The report project is used for costs only. When an invoice is generated, the sales and sales discount projects default to the invoice just as when Project Code Handling is set to S. The revenue projects (sales and sales discount) set the default for each line on the call invoice. The only difference in how revenue projects are handled when Project Code Handling is P is that the fields can be modified even after reports exist.