PJC Transaction History Screen

Do one of the following:

  • Open Project and Job Costing > PJC Transactions > Transaction History.
  • On the tree in the Contract Maintenance screen, right-click a contract, project, category, or resource, and then click Transactions.

    If you open the Transaction History screen in this way, it displays transactions for the selected contract, project, category, or resource.

Overview

Use the PJC Transaction History screen to view details for:

  • Transactions posted in Project and Job Costing
  • Job-related transactions posted in the following Sage 300 programs:
    • Accounts Receivable
    • Accounts Payable
    • Purchase Orders
    • Order Entry
    • Payroll (US or Canadian)

You can limit which transactions you see details for by specifying a contract, project, category, resource, or originating program (any of those listed above).

Drilling Down

You can view source documents for transactions shown in the table, including revised estimates and transactions originating in other ledgers (such as invoices in Accounts Receivable). You do so in the following ways:

  • Double-click a transaction to view the source document in the originating ledger and entry screen.
  • Select a transaction, and then click Details.

Retainage Information

If you use retainage accounting, the following retainage information is shown for each document:

  • Source Retainage Amount
  • Functional Retainage Amount
  • Retainage Due Date
  • Source Total (amount plus retainage in source currency)
  • Functional Total (amount plus retainage in functional currency)