Associating Vendor Bills and Vendor Credits to a Project

In Sequential Liability, when you create a vendor bill or vendor credit, you must associate each expense line or item line to a project. The project must be the same for each expense line or item line in the vendor bill or vendor credit.

In instances where the project is not the same for each expense line or item line, Sequential Liability only considers the first project in the expense line. The total amount of the vendor bill or vendor credit is calculated and billed to the first project in the expense line. If there is no project association in any of the expense lines, Sequential Liability then considers the first project in the item line. The total amount of the vendor bill or vendor credit is then calculated and billed to the first project in the item line. This is a SuiteApp limitation.

If there is no project associated with an expense or item, the vendor bill or vendor credit is not reflected when you use this SuiteApp.

To associate vendor bills and vendor credits to a project:

Enter a vendor bill or vendor credit.

For instructions on entering vendor bills, see Vendor Bills.

For instructions on entering vendor credits, see Entering Vendor Credits.
If you are entering a vendor bill, click the Expenses and Items subtab. If you are entering a vendor credit, click the Items subtab.
If you are entering an expense, perform the following steps:
1. Click the Expenses subtab.
2. (Optional) In the Category column, select a category.
  
  This field is only available for vendor bills.
3. In the Account column, select an expense account.
4. In the Amount column, enter the expense amount.
5. (Optional) In the Memo column, enter a memo.
6. (Optional) In the Department, Class, and Location columns, select a department, class, or location to track the expense.
7. In the Customer column, associate the expense to a project.
  
  You can do this by selecting a customer that has the project name appended to it. For example: Customer: Project Name.
8. Click Add.
  
  Repeat the steps for each expense in the vendor bill or vendor credit.
  
  Note:
  You must associate each expense in the vendor bill or vendor credit to the same project. In instances where the project is not the same for each expense line or item line, Sequential Liability only considers the first project in the expense line. The total amount of the vendor bill or vendor credit is calculated and billed to the first project in the expense line. If there is no project association in any of the expense lines, Sequential Liability then considers the first project in the item line. The total amount of the vendor bill or vendor credit is then calculated and billed to the first project in the item line. This is a SuiteApp limitation.
If you are entering an item, perform the following steps:
1. Click the Items subtab.
2. In the Item column, select an item.
3. In the Quantity column, enter a quantity.
4. In the Description column, enter a description.
5. In the Rate column, enter a rate.
6. In the Amount column, enter the item amount.
7. In the Department, Class, and Location columns, select a department, class, or location to track the item.
8. In the Customer column, associate the item to a project.
  
  You can do this by selecting a customer that has the project name appended to it. For example: Customer: Project Name.
9. Click Add.
  
  Repeat the steps for each item in the vendor bill or vendor credit.
  
  Note:
  You must associate each item in the vendor bill or vendor credit to the same project. In instances where the project is not the same for each expense line or item line, Sequential Liability only considers the first project in the expense line. The total amount of the vendor bill or vendor credit is calculated and billed to the first project in the expense line. If there is no project association in any of the expense lines, Sequential Liability then considers the first project in the item line. The total amount of the vendor bill or vendor credit is then calculated and billed to the first project in the item line. This is a SuiteApp limitation.
Save the vendor bill or vendor credit.

To associate vendor bills and vendor credits to a project:

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