PM Interface Form
Use this form to interface project information entered in the PM module to the accounting modules, for example the Job Cost, Subcontract Ledger, Purchase Orders, Inventory, and Material Sales modules.
You can use this form multiple times on the same project without the risk of duplicating data previously interfaced.
Interface new project or project items, such as subcontract and purchase orders. For more information, see Interface a New Project or Project Items.
Interface corrections to transactions that have already been interfaced. If a transaction is a correction, Correction will display in the Transaction Type column. For more information about error corrections, see Enable/Disable the Error Correction Feature in PM.
Subcontract Change Orders
If the Subcontract Change Order (Sub CO) you are trying to interface does not appear in the list, verify the following:
- The Sub CO has been approved. You must select the Ready For Accounting checkbox in the upper portion of PM Subcontract Change Orders to indicate the change order is approved. Onlyapproved SubCOs display on PM Interface.
- The Sub CO items are set up to be interfaced. You must select the Interface checkbox in the lower portion of PM Subcontract Change Orders. Only SCO items with this checkbox selected are included in the interface. For example, if there is only one item on the SCO and the Interface checkbox is not selected, the SubCO will not display on PM Interface.
You can also click the Approve button on the PM Subcontract Change Orders form. This will approve the SCO and all items on the SCO items – This will select the Ready For Accounting checkbox on the subcontract, and the Interface checkboxes on all of the SCO items.
Interfacing Approved Change Orders
An interfaced ACO still displays in the selection grid - An approved change order will display in the selection grid as long as there is information on the ACO that has not been interfaced - for example there are estimates entered on the Estimate Detail tab of PM Approved Change Orders that have not been interfaced.
When you select an ACO on PM Interface, validate the data using the Validate button, and then interface the ACO using the Interface button, only the detail items that have the Interface checkbox selected on the Estimate Detail tab of PM Approved Change Orders will be interfaced.
This means that the ACO will still display in the selection grid after it has been interfaced if there is estimate detail on the ACO that has not been interfaced. Open the Estimate Detail tab of PM Approved Change Order and verify that the Interface checkbox is selected on all detail items that should be interfaced. If everything on the ACO should be interfaced, select the Interface checkbox on all items.
Changes to Interfaced Data
Once a project is interfaced with the accounting modules using PM Interface , subsequent modifications to the estimates on the project must be made through an approved change order or entered directly in the Job Cost module. Phase/cost type detail added to a project will interface; however, changes made to previously interfaced phases will not interface. The only way interfaced data can be changed in Project Management and updated to the appropriate accounting modules, is by approved change order. SL and PO/MO information can be interfaced each time new subcontract and PO/MO numbers are assigned.
