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Project Financial Enhancements

Block Invoice Before Shipment

If you always want to consume or ship a Project Planning Line before invoicing the line, you can set this up. This is done in the Project Templates Setup by checking the boolean Block Invoice Before Shipment on.

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Project Posting Accounts in General Posting Setup

Project Posting Accounts are added in General Posting Setup

  • Project Inventory Adjmt. Account is the account used as offset acccount when consuming an Item or Resource entry
  • Project Sales Account is the account used as offset acccount when invoicing an Item or Resource entry

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Gen. Bus. Posting Group on Project card, transfer to Project Journal

The Gen. Bus. Posting Group from the Customer is added to the Project Card. This Gen. Posting Group will be transferred to Project Journal Lines when created, which means that the General Posting Setup will be used for this Gen. Bus. Posting Group combined with the Gen. Posting Group from used Items, Resources or G/L Accounts.

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Last update: June 17, 2024