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Maintain: Journalizing type

[Project: Master data, Maintenance, Journalizing, Journalizing types]

Journalizing code

Enter a unique code and description for the journalizing type that you want to create.

General tab

Account type

Select the account type which you want to use the journalizing type for. There are six options available: {Cost price projects}, {Coverage expenses}, {Coverage revenues}, {Revenue projects}, {Work in progress expenses}, and {Work in progress revenues}.

General ledger account

Select the general ledger account which you want to use for this journalizing type.

Select cost center employee

Select the options to define which cost center is used as default when journalizing employee (hour) entries with this journalizing type.  There are six options available: {Cost center department}, {Cost center employee}, {Cost center of entry}, {Cost center project}, {Fixed cost center} and {No cost center}.

Select cost center machinery

Select the options to define which cost center is used as default when journalizing machinery entries with this journalizing type. There are five options available: {Cost center machinery}, {Cost center of entry}, {Cost center project}, {Fixed cost center} and {No cost center}.

Select cost center direct

Select the options to define which cost center is used as default when journalizing direct entries with this journalizing type. There are four options available: {Cost center of entry}, {Cost center project}, {Fixed cost center} and {No cost center}.

Select cost unit

Select the options to define which cost unit is used as default when journalizing entries with this journalizing type. There are three options available: {Cost unit entry}, {Cost unit project} and {No cost unit}.   

Linking cost allocations to journalizing types

In this function, you can also link more than one cost allocations to a journalizing type.  Click the 'Add' button to enter the cost allocation code.  By linking cost allocations to a journalizing type, you can allocate the whole amount entered in the general ledger account of the journalizing type to other general ledger accounts based on the settings defined in the cost allocation types.  You can create and define cost allocation types in [Project: Master data, Maintenance, Journalizing, Cost allocations types]. 

Documents tab

You can click the 'Add' button to link documents to the journalizing type or 'Delete' button to delete the documents.

Matrix for data entry

Category code: External

Select an external category of the document to be linked to the journalizing type. You can create external categories in [System: Setup, Documents, External categories, Maintenance].

Description

Enter a description of the linked document, if required.

Path: Complete

Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.

See also:

[Project: Master data, Reports, Journalizing, Cost allocations types per journl. type]


Project Manual > Contents > Defining settings and creating master data > Journalizing > Creating journalizing types > [Project: Master data, Maintenance, Journalizing, Journalizing types]

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 17.991.539
 Assortment:  Date: 12-11-2008
 Release:  Attachment:
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