Verifying invoice distributions to cost budgets

unavailable in ajeraCore unless you have the Consultant Management add-on

When entering the vendor invoice, follow these instructions:

1. On the Manage Vendor Invoice window, the Commitment # field appears when you select a vendor only if you set up a consultant budget or an expense budget.
2. Select the commitment and phase.

Note:

If you entered the budget at a level higher than the detail level in your work breakdown structure, Ajera does not automatically enter the phase here. Select the detail phase by clicking in the Phase field.

3. Enter the activity.

If the expense commitment has an activity type specified on the Manage tab of the Project Command Center, Ajera automatically enters it into this field. You can change it, as needed.

Note:

Only activities set up with an activity type of Consultant or Expense appear in the list.

4. Ajera automatically enters the remaining budget amount in the Cost Amount field.

Note:

If you entered the budget at a level higher than the detail level in your work breakdown structure, Ajera does not automatically enter the cost here. You must manually enter the cost to apply to the commitment.

5. Click Save.
6. Click Close.