Sales Links

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Description


The Sales Links returns a list of all transactions that are linked to the Sales Journal entry.

 

 

Prompt


 

General

•Invoice Start Date - Beginning Date used to filter the transactions that are brought into this report.
•Invoice End Date - Ending Date used to filter the transactions that are brought into this report.
•Project - Allows you to filter to a specific Project. When blank, All Projects are returned.
•Client - Allows you to filter to a specific Client. When blank, All Clients are returned.
•Show Comments - When selected, PM Comments on the transactions are displayed.
•Currency Type - The Type of Currency to be used when running the report. Options are Base, Company, Project and Transaction.
•Currency Code - The Currency Code to be used when running the report. Options are set in the Multi-Currency applet. More on Multi-Currency

 

Report


Report Columns

•Client - Client Code & Name
•Invoice No - Invoice Number of the Sales Journal
•Date: Invoice Date of the Sales Journal
•Trans ID - SJID of the Sales Journal
•Project - Project Path & Code of the project associated with the transaction.
•Trans Date - Date of the of the line item in the transaction.
•Trans Number - Journal ID Number of the transaction of the line item in the transaction.
•WBS - The node level of the project where the transaction was entered.
•Employee/Payee - Employee or Payee Name
•Labr/Exp. Code - Labor or Expense Code that was entered on the transaction.
•Hrs/Units - The amount of hours or units entered on the transaction.
•Effort - Labor Cost at the Bill Rate or Non-Labor cost at the Marked up rate.

 

Sample(s)