PMA Training

Shared categories
Category groups and transaction types
Project categories
Expense categories
Cost categories – Manufacturing
Project groups – Project types (Old)
Project groups – New
Project cost and revenue profiles – Billing method
Project cost and revenue profile rules
Project contracts – Lines (Billing methods)
Forecast models (3), Budget models (3)
Project journals (Hour, Fee and beginning)
Expense journal (GL)
Item journal (IM)
Sales price – Hour, exp, Fee
Cost prices – Hour, exp
Project PO
Project SO
Item Cost price Sales price = T&L Module
Item requirement
Adjustment Transactions
Cost template – Fixed price
Revenue recoginition = Subscription billing
Customer retensions
Vendor retensions
Begenning balances
Line properties
Workbreakdown structure
Transfer from WBS estimates
Forecast transactions
On account forecasts
Cash flow forecasts
Copy forecasts
Copy forecasts to ledgers
Delete forecasts
Transfer from WBS
Transfer from quotations
Project Budgeting
Assign resources
Assign categories
Item task –> PO, PR, RFQ, PA
Invoice proposal
Service –> Service management module
Subscription billing
Accrue revenue
Accrue subscription revenue
Post costs
Post service orders
Index subscription
Invoice journals
On account transactions
Customer advance
Request retained amounts
Pending transactions
Posted transactions
Project statements
Cash flow
Invoice control
Cost control
Project budget transactions
Unbudget cost
Committed cost
Tracking view
Hour utilization
Resource utilization
Vendor invoice retensions
Customer retained payments
Payments retained from vendors
Journal Approval
Journal descriptions
Default offset accounts for expenses
Resource roles
Collaboration workspace settings
Billing rules
Journals accounting entries
Invoice proposal accounting entries
Item requirement journal accounting entries
Vendor invoice accounting entries