Project Ledger
Added alerts to labor distribution open periods list
Assignment records can be added that start later than the beginning of a labor period or end prior to the end of the period. The labor transactions can be skipped in processing for these records if not using daily time.
Program/Business class/Process affected:
Labor Distribution
Use this information to test the enhancement:
Add or change an assignment for an employee to have a date range that starts or ends outside the labor period date range.
On the Open by Period or Processed by Period, the labor periods will show a yellow alert if any assignments exist that either start later than the beginning of the period or end prior to the end of the period. Drill around to a list of those assignments.
JT-1422153
Added the ability to require invoices go through approval, but not revenue recognition
Added a separate indicator for invoice approval and revenue recognition approval on the Enterprise Project Structure. Currently when the approvals are enabled for invoicing and revenue, you must send both process through for approval.
Program/Business class/Process affected:
ProjectStructure, ProjectContract, ProjectContractInvoice
To test this enhancement, verify that the project structure now has two toggle fields, Project Contract Invoice Approval and Project Contract Revenue Approval. You can now have independent approvals for invoicing and revenue.
JT-1413293
Enhanced project invoicing to produce a single combined invoice
Enhanced the invoicing/recognizing/journalizing logic to produce a single combined invoice/revenue recognition record when a milestone contract includes expense reimbursement overrides.
Program/Business class/Process affected:
Generate Invoices action. This change will also remove MilestoneBill and MilestoneRevenueRecognition values from ProjectInvoiceType.
Use this information to test the enhancement:
Test a milestone contract with override billing method (transaction based). Generate an invoice that includes both milestone and cost reimbursement, cost plus, or time based transactions. Only a single invoice is generated.
Dependencies:
If journalized invoices exist, there is a post-upgrade action called ResetInvoiceType on ProjectContractInvoice that has been added to the post upgrade process. A new invoice line type 9 has been added to distinguish milestone lines from standard transaction lines.
JT-1414218
Added option to summarize invoice taxable amounts to calculate tax for Project Invoicing
The current tax in the Project Invoicing is calculated at detail level. Tax is calculated for each Invoice Line Detail record, then added and summarized at the bottom of the printed invoice. This enhancement adds an option to the projectfundingsource to calculate tax at a summary or line level. Summary will summarize invoice taxable amounts to calculate tax. Default value is detail.
Program/Business class/Process affected:
ProjectFundingSource tax summarization option and Generate Invoices action
Use these steps to test the enhancement:
- Use the toggle on the project funding source to control tax calculation.
- Change projectfundingsource tax calculation option to summary.
- Generate a taxable invoice with multiple lines.
- Calculate tax in summary and then calculate tax by line.
- Any rounding issue in calculating at line level vs summary level will be added to the last invoice line for the tax code/jurisdiction.
Dependencies:
Taxable invoice
JT-1415011
Added business class for Project Contract Invoice Reversal Lines
Added a business class specifically for capturing Project Contract Invoice Reversal lines (ProjectContractReversalLine) for the purpose of printing.
Program/Business class/Process affected:
ProjectContractReversalLine
To test this enhancement, attach reversal invoice format to project contract. Reverse a journalized invoice and see the reversal transaction tab and also view the reversal invoice.
JT-1419526