Extended Category Feature: Service line <n>

Administrators now have the option of creating five new Service Lines <n>, where <n> is an integer from 1 to 5. These act in a similar manner to the default “service” feature and transactions in SuiteProjects Pro can be split across service lines for reporting purposes.

To use this feature, you must contact SuiteProjects Pro Support and request the extended category feature to be enabled. This lets you create the additional lines and adds service <n> as selectable fields on revenue recognition rules.

• Enable the feature to determine the service <n> line to be set in transactions by searching the task and phase work breakdown structure. This means that it looks at each task and uses what is selected on that task.

• Enable the feature to specify and require the top-level phase to be used to determine the service <n> line to be set in transactions generated by recognition rules and billing rules. Top-level is the highest parent phase of a task whether the task is part of a phase or the phase is part of another phase. While you can override these at the bill rule and recognition rule level, you can use them to automatically specify the activity for a service at the top-level phase.

The service value set on the top level task is stamped on all transactions associated with the phase including:

• tasks

• receipts

• project billing transactions

• charges (slips)

• charge projections (slip projections)

• revenue recognition transactions

• revenue projections

• purchase orders