Changing the actual costing

You can view and change the actual costing entries by retrieving the properties of an entry.

Note: 

Entries can only be changed if they have not yet been approved, reported ready or invoiced. If the entry contains an article line, change is only possible if the corresponding stock entry has not yet been journalised.

When changing an actual costing from the Approve actual costing (or Approve hours) function, you only see the lines that you are authorised to see based on your actual costing authorisation and the project authorisation, for the purposes of separation of duties. You see ALL lines of the selected employee on the selected date, provided you are authorised to see these based on your actual costing line authorisation and the project authorisation. This applies to Profit Windows and InSite. In InSite, additionally the HR employee authorisation is applied.

To change an actual costing line:

  1. Go to:
    • Projects / Actual costing / Actual costing per line
    • Projects / Project / Project, Actual costingtab
    • Projects / Actual costing / Process periods
    • Projects / Actual costing / Process weeks
    • Projects / Actual costing / Approve actual costing
  2. Complete the fields in the entry layout header. 
  3. Follow the default procedure for entering the actual costing.
  4. Click on the action: F5. Select.
  5. Change the line.
  6. Click on: Finish. 
  7. Click on: Cancel to exit the window.

Set that entries can be changed using a different entry layout

In the properties of the entry layout for actual costing per period you can specify if you want to be able to change entries in another entry layout.

To set that entries can be changed using a different entry layout:

  1. Go to: General / Management / Entry layout.
  2. Select the Actual costing per period entry layout. If you use the default entry layout, you need to create a new entry layout based on the default version.
  3. On the General settings tab in the entry layout properties, specify how you want to deal with changing entries. You can choose from:
    1: Entries posted using another entry layout can be changed.
    2: Entries posted using another entry layout cannot be changed.
    If you select setting 2, you can add new lines using another entry layout, but you cannot change the existing lines.

Directly to

  1. Actual costing
  2. Settings for actual costing
  3. Enter the actual costing
  4. Change the actual costing
  5. Delete the actual costing
  6. Actual costing using InSite
  7. Carry forward purchase invoices and cost entries
  8. Block entries for a closed period
  9. Approve and report ready
  10. Copy a quotation to the actual costing
  11. Import the actual costing
  12. Actual costing overview
  13. Actual costing using integration with Profit Calendar