Once you have entered all the appropriate project detail and made any necessary modifications to the estimate, use PM Interface to update the accounting system for further processing.
All modifications made to a project after it has been interfaced to accounting must be made through the entry of approved change orders in order for the changes to be updated to accounting.
The following accounting modules are updated with data from Project Management:
Inventory (IN) – Material orders
Job Cost (JC) – Jobs, original estimates, committed costs, contracts, and change orders
Material Sales (MS) – Material quotes
Purchase Order (PO) – Purchase orders and change orders
Subcontract Ledger (SL) – Subcontracts and change orders
The following table illustrates which accounting tables are affected by the interface from Project Management to Accounting. Tables shown in blue are shared tables (PM/JC):
PM Files | JC | SL | PO | IN | MS |
|---|---|---|---|---|---|
Project Master | Job Master (JCJM) | — | — | — | — |
Phase/Cost Type Detail | Cost by Period (JCCP) Cost Header (JCCH) Cost Detail (JCCD) ACO Items (JCOD) | — | — | — | — |
Phase Header | Job Phases (JCJP) | — | — | — | — |
Contract Master | Contract Master (JCCM) | — | — | — | — |
Contract Items | Contract Items (JCCI) | — | — | — | Contract Item by Period (JCIP) Contract Item Detail (JCID) |
Material Detail | Cost by Period (JCCP) | — | PO Header (POHD) PO Items (POIT) Change Order Detail (POCD) | Material Order Header (INMO) Material Order Item (INMI) IN Materials (INMT) | MS Quote Header (MSQH) MS Quote Detail ( MSQD) |
Subcontract Detail | Cost by Period (JCCP) | SL Header (SLHD) SL Items (SLIT) Change Order Detail (SLCD) | — | — | — |
ACO Header | Change Order Header (JCOH) | — | — | — | — |
ACO Items | Contract Items (JCCI) Change Order Items (JCOI) | — | — | — | — |
Shared Tables
PM Interface