How to process using the Projects option
Description

Start the project costing process when your customer accepts your quote and places an order, or confirms the project. You can also use projects when starting a new internal project.

 NOTE: The Projects module is only available in Sage 50 Accounts Professional. If you're interested in upgrading, leave your details and we'll be in touch. 

Cause
Resolution

Create a project record

Follow the steps in our How do I create a project record? article.


Enter project only costs or credits

Follow the steps in our How do I post a project only transaction? article.


Generate a purchase order for a project

Follow the steps in our Projects - Purchase orders article.


Allocate stock to a project

Follow the steps on our Allocating, amending and issuing stock article. 


Record your costs

Follow our Record costs incurred for a project article.


Bill your customer for the project

Follow the steps in our Projects - Billing customers article to work out how much to bill and the different billing methods.


Project reports

Follow our Project reports article.


View a customer's project history

  • Go to Customers, double-click the required customer and select the Projects tab. You can't change any of this information here

Complete your project

You can change the status of the project to Completed if you no longer need to post to it.


Delete a project record

Follow the steps on our How to delete a project article.

 

[BCB:19:UK - Sales message :ECB]
Steps to duplicate
Related Solutions