PROJECTTURNOVERAMOUNT function

Created by Harry Lewis, Modified on Tue, 16 Jul at 9:34 AM by Gabriel Michaud

Applies to:

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Acumatica, Cegid

 

Description

The PROJECTTURNOVERAMOUNT function calculates the turnover amount of one or more project(s) and task(s) over a given period.

 

Syntax

PROJECTTURNOVERAMOUNT(Connection, Project, Task, AccountGroup, CostCode,  InventoryItem, FromPeriod, ToPeriod, Branch, UseProjectCurrency, UseMasterFinancialCalendar)

 

Parameters

The PROJECTTURNOVERAMOUNT function uses the following parameters (see our article on Filtering Velixo functions):

 

Parameter

Required/Optional

Description

Connection

Required

The name of the connection as configured in the Connection Manager

Project 

Required

The Project(s) to include

Task 

Optional

The Task(s) to include

AccountGroup

Optional

The Account Group(s) to include

CostCode

Optional

The Cost Code(s) to include

InventoryItem

Optional

The Inventory Item(s) to include

FromPeriod

Required

Starting Financial Period in MM-YYYY format

ToPeriod

Required

Ending Financial Period in MM-YYYY format

Branch

Optional

The IDs of the Branches to include

UseProjectCurrency

Optional

TRUE/FALSE value indicating if the amount should be returned in the project's currency (default = FALSE)

UseMasterFinancial CalendarOptional

Use Acumatica's Master Financial Calendar instead of the financial calendar defined within the specific tenant associated with the connection being accessed (this can be useful for consolidation reports).


Possible values:

  • True
  • False (default)

 



Examples

Example 1

 

=PROJECTTURNOVERAMOUNT("ACE","TMR03","301 JRCONS","LABOR",,,"01-2017","12-2017", , TRUE)

 

Description

Calculates the total cost of Labor for task 301 JRCONS in project TMR03 during the year 2017 and returns the value in the project's defined currency.

 

Result

500

 

(the total for the Amount field values in the ERP add up to 500)

 

 

Example 2

 

Assuming this data on the Project Transaction Detail page of the ERP:

 

(the total for the Amount field values add up to 1,920)

 

 

 

=PROJECTTURNOVERAMOUNT("ACE","1002HOTEL","01", "LABOR","01-313", ,
"04-2020","04-2020")

 

 

Description

Calculates the total cost of Labor associated with cost code 01-313 for task 01 in project 1002HOTEL during period 4 of year 2020.

 

 

Result

1,920 

 

(cell references have been used for the values in this example)

 


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