Sogeti's E-Business Suite User manual

3.13 Transaction Controls

For Fixed Price Projects TCs will be set as shown below. These will automatically be copied, from the template, when you create a fixed price project using the template.

For T&M Projects TCs will be set as shown below. These will automatically be copied, from the template, when you create a project using any of the T&M templates. The only difference between the Fixed Price and T&M Transaction controls is the Time Controls (Labor Cost & Purchased Cost). For T&M projects, Time transactions billability is determined based on the task they are coded to.

Below are some of the examples of setting up Transaction Controls. These examples cover most of the cases that we are having today.

Case1: You want all the expenses to be Non-Billable.

Solution : Modify the Expense Transaction Controls as shown below. (Just change the Billable column to No for all Expense Controls). This will make the expenses Non-Billable even if coded to the Billable Task.

Case 2: You don't want any expenses to go against the project.

Solution : DELETE all the expense controls and have only the Time Controls set.

Case 3 : You want an employee to code expenses to a project even when not assigned on the project. Sometimes, AEs have to code their expenses to a project.

Solution : ADD the exception line in the Transaction Controls form as shown below. Maks sure Scheduled Expenditure Only is Unchecked. Leave the rest of the controls as is. Also make sure you select the Billable column appropriately.