To Link Transactions to Project Costing

Article • 6/18/2026 • 2 min read

All transactional documents must be linked to the correct Project and Phase for costs and revenues to appear in Project Costing page.

Quote or Sales Orders for Estimated Revenue

  1. Create a Quote (Quote) or Sales Order (SO).
  2. Select a customer associated with the Project.
  3. Assign Project and Phase.
  4. Add the line items.
  5. Click Save.

Note: The Quote value does not contribute to Estimated Revenue unless it is converted to a Sales Order. The Sales Order extended price feeds Estimated Revenue, while the Accounts Receivable Invoice reflects Actual Invoiced Revenue for the project.

Accounts Receivable Invoice for Actual Revenue

  1. Create Accounts Receivable Invoice (ARINV) by copying from the Shipper or Sales Order.

Note: Project and Phase details from the source document are inherited automatically in the Accounts Receivable (AR) Invoice.

  1. Save the Accounts Receivable invoices.
  2. Change status to Unpaid.

Misc. Customer Invoices for Additional Revenue

  1. Create a Misc. Customer Invoice to record revenue not tied to a Sales Order or Shipper by selecting Miscellaneous Invoice > Customer.
  2. Select the appropriate Customer, and enter the other required details under Order Info tab.
  3. Specify the Project and Phase to associate the revenue under the Additional Information tab.
  4. Add the line items.
  5. Click Save.
  6. Change the Status to Unpaid.

Note: Misc. Customer Invoices linked with a Project and Phase are included in Actual Revenue calculations within Project Costing.

Accounts Payable Invoice for Actual Cost

  1. Create an Accounts Payable Invoice (APINV) from the Receiver or Purchase Order (PO).

Note: Project and Phase details from the PO or Receiver are inherited automatically in the AP Invoice when defined at the header or line level.

  1. Enter the Invoice Number.
  2. Click Save.
  3. Change the Status to Unpaid.

Note: The AP Invoice line value becomes the Actual Cost for the associated Project and Phase.

Misc. Vendor Invoices for Additional Project Costs

  1. Create a Misc. Vendor Invoice when recording costs that are not tied to a Purchase Order or Receiver.
  2. Enter the Vendor, Invoice Number, and other required details.
  3. Specify the Project and Phase to associate the expense with the correct project.
  4. Click Save and change the Status to Unpaid.

Note: Misc. Vendor Invoices linked with a Project and Phase are included in Actual Cost calculations within Project Costing.