Plug-in: Charge internal entries

Invoice services, expenses and outlays of internal projects

Product line

Standard

|

Expert

Operating mode

CLOUD ABO

|

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 03.11.2022
Updated: 08.01.2024 | Request removed.

For the topic of Internal Performance Accounting ILV, see the article Concept of Cost Accounting for Service Providers.

Download and install

Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article   Things worth knowing about the plug-ins described.

Version description Download
6.6.0.1

Functionality is present in Vertec versions before 6.6. The built-in menu item was removed with 6.6 and this plug-in was created for it.

ConfigSet_Calculate Internal Entries.xml

Requirements

  • The Expert product line is a prerequisite for this plug-in.

Application

You can charge services on internal projects without having to create a pro forma invoice. Internal Projects are projects that Unproductive project types are assigned.

You can do this by right-clicking on a single project or on several projects by clicking on the action button or clicking on the menu item Internal services, expenses and outlays.

A date interval can be specified during charging.

  • From date: Apply to all services, expenses and outlays from that date until today.
  • To date: Cover all services, expenses and outlays up to the date indicated.
  • No date specified: All services, expenses and outlays are taken.
  • Charging: Power charged from open services, expenses and outlays using the above criteria.
  • Undo charging: Undo charging of services, expenses and outlays using the above criteria. All charged services, expenses and outlays that are not on an invoice are converted back to open ones.

Technical Information

Importing the plug-in creates the following objects:

Reports & Scripts
  • Script: Charge internal services, expenses and outlays...
Translations

A total of 4 Translations created.

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