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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
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Measurement settings
/Types of financial documents
Types of financial documents
Types of financial documents

Types of financial documents

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Table of contents
  • List of financial document types
  • Creating and modifying a financial document type
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financial document In a budget category (estimate, expense report, invoice), detailed object justifying an expense.

Financial documents are used to detail the content of entries on a budget line.

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Project financial documents can be found in financial monitoringfinancial monitoring

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Depending on its type, a financial document feeds one of the following representation :

target estimated completed committed for public budgets) Invoiced for public budgets) forecast total 1 forecast total 2 forecast total 3

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Financial documents can come from external software or be created manually in the application. They can also be imported.

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Before creating financial documents, it is necessary to create Types of financial documentsTypes of financial documents

It is possible to define different types of financial document, with different criteria.

These financial document types are used to categorize financial documents, such as "estimate" or "invoice". When creating a financial document , you must select its type.

List of financial document types

Screen listing the platform's financial document types.
Screen listing the platform's financial document types.
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Rights required : Consultation of a type of financial documentConsultation of a type of financial document

Add

Allows you to add a type of financial document. Financial document types - Creating and modifying a financial document typeFinancial document types - Creating and modifying a financial document type

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Rights required : Creation of a financial document typeCreation of a financial document type

EditEdit

Allows you to modify a financial document type. Financial document types - Creating and modifying a financial document typeFinancial document types - Creating and modifying a financial document type

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Rights required : Modification of a financial document typeModification of a financial document type

Creating and modifying a financial document type

The screens for creating and modifying a financial document type are similar.

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Rights required :

  • Consultation of a type of financial documentConsultation of a type of financial document
  • Creation of a financial document typeCreation of a financial document type (creation)
  • Modification of a financial document typeModification of a financial document type (change)
financial document type modification screen
financial document type modification screen

Here are the fields found on this screen:

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WordingWording

Entering a descriptive label will make it easy to identify the document type in the list of financial document types and when creating a financial document.

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CodeCode

Codes are generally entered in uppercase letters and with underscores (_). It is important to enter them because they can be helpful if an error occurs.

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Long labelLong label

Enter a label that is longer than the character limit for the field WordingWording.

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DescriptionDescription

Enter additional information in this field to describe your type of financial document

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OrderOrder

The order in which the financial document type financial document in the list Types of financial documentsTypes of financial documents

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representationrepresentation

In this field, select the representation from the financial document. Choose from: target, completed, planned, estimated

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Parent part type codeParent part type code

In this field, select a financial document type that has financial document been created on the platform ➡️ Types of financial documentsTypes of financial documents If financial document other type of financial document been created in the platform, then the field must remain empty. For example, for a financial document type financial document Invoice," its parent document type code could be "Quote" ("Quote" being a financial document type that has financial document been created)

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CalendarCalendar

This field is available only if a " financial document " calendar financial document been created in CalendarsCalendars If a calendar is selected, the date for a new financial document this type cannot be set on a non-working day.

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Available budgetsAvailable budgets

Make a selection of budget items (generic or standard) available for assignment to the representation . Choose between:

  • All
  • General budgets
  • Standard budgets

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

DeleteDelete

Allows you to delete a financial document type.

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Rights required : Deleting a type of financial documentDeleting a type of financial document

SeehistorySeehistory

Displays the list of changes made to this type of financial document by all users.

Stocks are sorted from the most recent to the oldest date.

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

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Non-exhaustive list of error/information messages

This type of financial document is used by the following financial documents: 'X' ➡️ when attempting to delete a financial document type

This type of financial document is a parent of the following types: '%1' ➡️ when attempting to delete a financial document type that is financial document of another financial document type