WRITEBACKPROJECTCOSTPROJECTION

Overview

If you want to write a new cost projection for your project to your ERP, you can use the WRITEBACKPROJECTCOSTPROJECTION function. The imported cost projection will have the status On Hold and should be processed further manually in Acumatica (Remove Hold → Release).

You need to write a separate WRITEBACKPROJECTCOSTPROJECTION formula for each cost budget line in your project cost projection.

By default, the function writes each line in Manual mode: you supply the projected costs and quantities yourself, and Acumatica does not derive any of them from the others. Set the CalculationMode argument to Auto to supply a single projected value and let Acumatica calculate the rest of the line, the same way it does when you edit a line in Auto mode on the Cost Projections (PM305000) form.

The two modes require different arguments: Manual mode needs all seven projected values, Auto mode exactly one. See Calculation modes below.

The function does not accept cost projection data that cannot be released later. Even though Acumatica allows you to add lines with incomplete information, these lines cannot be released until you specify their task, account group, and other details defined by the cost projection class.

When you select the scope of the Perform Writeback action on the ribbon, all writeback functions in this scope (Current Sheet or Selected Cells) will be grouped by the project revision and written to the ERP.

Related articles

• Getting started with Writeback - A general article on setting up and using writeback functions.

• Installing the Customization Package for Acumatica-based ERPs - Required for this function, and for Auto mode in particular.

Syntax

=WRITEBACKPROJECTCOSTPROJECTION(
    ConnectionName,
    Project,
    Revision,
    RevisionDate,
    CostProjectionDescription,
    CostProjectionClass,
    Task,
    AccountGroup,
    CostCode,
    InventoryId,
    LineDescription,
    ProjectedCostToComplete,
    ProjectedQuantityToComplete,
    ProjectedCostAtCompletion,
    ProjectedQuantityAtCompletion,
    ProjectedVarianceCost,
    ProjectedVarianceQuantity,
    ProjectedCompletedPercent,
    CalculationMode
)

Arguments

The arguments of the WRITEBACKPROJECTCOSTPROJECTION function can be divided into two groups:

1. The settings of a revision of a cost projection for a particular project and its details

2. The arguments of the project's cost budget line.

The arguments of the project revision should be the same for all cost budget lines you will add to the cost projection.

The following arguments define the cost budget line.

Calculation modes

The CalculationMode argument determines how many projected values you supply, and whether Acumatica derives the remaining ones.

Manual mode (the default). Supply all seven projected values: ProjectedCostToComplete, ProjectedQuantityToComplete, ProjectedCostAtCompletion, ProjectedQuantityAtCompletion, ProjectedVarianceCost, ProjectedVarianceQuantity and ProjectedCompletedPercent. The function writes exactly the values you pass, and Acumatica does not derive any of the others from them. This applies whatever your cost projection class: the three quantity arguments are required even when the class does not make Inventory ID mandatory.

If any of the seven is missing, the formula returns an error naming what to add, for example Argument 'ProjectedCompletedPercent' is required in 'Manual' mode, or Arguments 'ProjectedQuantityToComplete', 'ProjectedQuantityAtCompletion', 'ProjectedVarianceQuantity' are required in 'Manual' mode when several are missing. The mode name appears in English in these messages, whatever your display language.

Auto mode. Supply exactly one projected cost or quantity and omit the others. Acumatica calculates the remaining projected costs and quantities for the line and updates the revision header, including Projected Cost at Completion, so you no longer need to edit and re-save a line in Acumatica to bring the header totals in line with the detail rows.

Which single value you can supply depends on the cost projection class:

• If the class makes Inventory ID mandatory, supply one of ProjectedCostToComplete, ProjectedCostAtCompletion, ProjectedVarianceCost, ProjectedQuantityToComplete, ProjectedQuantityAtCompletion, or ProjectedVarianceQuantity.

• If the class does not make Inventory ID mandatory, supply one of ProjectedCostToComplete, ProjectedCostAtCompletion, or ProjectedVarianceCost. The quantity arguments are not accepted, so supplying a quantity on its own also returns an error.

The rule counts costs and quantities together: one cost plus one quantity is one value too many. Supplying none of the accepted arguments, or more than one, returns an error that begins Exactly one of the following arguments must be specified in 'Auto' mode and then lists the arguments accepted for your cost projection class.

ProjectedCompletedPercent is neither a cost nor a quantity, so it is not subject to this rule. Supply it alongside your single cost or quantity value when the line needs a projected completion percentage, and omit it when it does not.

Output

The function returns its status, which can be one of the following:

• Pending - the formula is pending to be processed.

• Line Uploaded - the formula was processed successfully.

• Error - an error occurred during the processing of the formula.