...
The required fields are: Company, Contract, Transaction Type, and Entity.
The WIP Allocation by Cost Object (create) form. The Main tab
...
In the Company field, select a customer, an individual or legal entity, for whom the document is created. Select it from the Companies master data.
The Contract field is populated automatically with the default contract of the selected company. If necessary, you can change it by selecting another contract from the Company's Contracts list (to open the list, select Show all in the drop-down list).
Make sure that the link to the right of the Contract field, shows the correct GL account to be used for contract assets related to this company.
The GL Accounts dialog box
The Project field is available if the Project Costing functionality is turned on on the Administration > Settings > Project Costing form. You can link the Phased Revenue Recognition with a project from the list of available projects. If the line items in this document are associated with different projects and you need to specify different projects on different lines, you can move the Project field from the Main tab as a column to the table on the Inventory and Services tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
If the Enable Project Tasks option is selected on the Administration > Settings > Project Costing form, you can link the entire document with a specific project task or document's line items with multiple project tasks. By default, the Project Task column is available on the Inventory and Services tab. If needed, you can move it to the document header (the Main tab). For this, use the Settings button on the toolbar.
...
In the Entity field, select the legal entity of your company for which this document is being prepared. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form. The default entity for all users can be selected on the General Settings form. Also, you can specify your personal default entity, for details refer to Personal Settings.
The Basis field is filled automatically, if the document is based on a document of the following types: Customer Order. If needed, you can manually select a document as the basis from the list of customer documents (for this, click
...
Notice the hyperlink below the Basis field – AED* Wholesale Price* VAT Applied* Prices Do Not Include VAT on the screenshot above (can be different in your document). By clicking the hyperlink, you can open the Prices and Currency dialog box and apply a discount (markup), change the price-related settings for the Phased Revenue Recognition. For more details, refer to The Prices and Currency dialog box.
Other information
At the bottom of the form, the Total Amount field shows the total amount of expenses calculated for the document.
...
Use the Settings button to invoke the Document Settings dialog box that can be used to move the Project or Project Task, or Customer Order field from the document header (the Main tab) as a column to the table on the Revenues and Costs tab or back. The default positions for these objects, you can choose using the Default Values tab on the Quick Menu > Personal Settings form.
The Document Settings dialog box
For other button descriptions, see Document Toolbar.