Modify Contract Default Project/Activity for Contract

Explanation

Use this activity to change the default project or activity on a contract.

Note that if Applications for Payment is used, the default project and revenue activity is used for posting application amounts and creating project invoices.

If Application for Payment is used and one or more applications that have not been submitted exist, it is recommended to cancel them and create new applications to make sure that all financials transactions are posted correctly using the new default project and/or activity. The report code must also be valid for the new project or activity.

Prerequisites

If Application for Payment is used the default project cannot be modified if:

• There exists one or more applications in status submitted or higher.
• Financial transactions (invoices) are created.

System Effects

• The default project and and revenue activity will be changed.
• A warning message will be displayed if one or more applications that have not been submitted exist, and a change in the default project occur.

Window

Sales Contract

Related Window Descriptions

Sales Contract/Project

Procedure

1. On the Sales Contract/Project tab, locate the project or insert a new project.
2. Enter a revenue activity or select from the List of Values.
3. Right click on the line and select the Set as Default option to set the revenue activity as the default.
4. Note that the Default Revenue Activity check box will get selected.
5. Save the changes.