Project debit notes (Brazil)

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

You can generate debit notes for projects to get reimbursement of expenses occurred in the project. The demo data company used to create this procedure is BRMF.

  1. Go to Project management and accounting > Journals > Expense.
  2. Click New.
  3. In the list, mark the selected row.
  4. In the Name field, enter or select a value.
  5. Click Lines.
  6. In the list, mark the selected row.
  7. In the Project field, specify the desired values.
  8. In the Category field, enter or select a value.
  9. In the Description field, type a value.
  10. In the Cost price field, enter a number.
  11. In the Sales price field, enter a number.
  12. In the Offset account field, specify the desired values.
  13. Click Save.
  14. Click Post.
  15. Click Post.
  16. Close the page.
  17. Close the page.
  18. Go to Project management and accounting > Project debit notes > Project debit note proposals.
  19. Click New.
  20. Click Debit note proposal.
  21. In the Project contract field, enter or select a value.
  22. In the Project field, enter or select a value.
  23. Click OK.
  24. Click Post.
  25. Select Yes in the Print invoice field.
  26. Click OK.
  27. Click OK.
  28. Close the page.
  29. Close the page.