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Minimum Contract Setup in DSL

  • 1.  Minimum Contract Setup in DSL

    Posted Jul 23, 2020 08:25 PM
    What are the mandatory project set up fields in the Project Module of SL to ensure that employee hours show up on our WIP report and in our draft invoices in Flexible Billings?  Due to time constraints, sometimes we cannot perform all the steps to fully set up a new project in SL but employees need to code their time to the project on their timecards. We've tried performing a partial setup (just enough so employees can code on their timecards) but find that the employee hours do not appear on our WIP report or draft invoices and consequently sometimes miss being billed.  Can anyone tell us what are the minimum fields/screens in Project Module that need to be filled out to allow for these hours to appear on our WIP report yet also allow us to avoid having to set up the project fully?

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    Natalie Nicholson
    KBA, Inc.
    Bellevue WA
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  • 2.  RE: Minimum Contract Setup in DSL

    TOP CONTRIBUTOR
    Posted Jul 24, 2020 09:50 AM
    Hi Natalie,

    Since you are using Flex Billings, you are probably missing the allocation methods and the labor code.  As for it not showing up on the WIP report, without looking at the report, hard to say where it is pulling the info from....plus you could have an issue of it not pulling because FTT failed because of the project not being setup correctly.  If you go into Project Net Profit Inquiry for a project that is missing time on the report, do you see it on the screen when drilling down??  This will ensure that the time made it to the project and it is just a report issue.

    I would highly recommend setting up templates for your projects based upon project type/billings/whatever.....setting up a project should take a minute or less to do if done properly.  By doing the templates, you will be assured of getting all the information needed to setup a project correctly....if you need help with this, let me know.  We use templates for setting up both project and budgets....

    Thanks,
    Michael

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    Michael O'Neill
    Director of Finance
    Eastex Telephone Cooperative
    Henderson TX
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    Academy - Online Interactive Learning from Experts