2025R1 : elimination of "require single project per document"

Customization?

My suggestion is to do a customization and add project field to the pop up add PO selector window on the AP screen.  You do it on add PO order, PO Receipt or Add PO Receipt line depending on what you use on the Bills and Adjustments window.

If you add the project field from the PO as a column in the Add PO, PO receipt or PO receipt window then you could filter your list by Project.  It’s doesn’t restrict it but would make it easier to find the POs with that project on it. 

Out of interest, can anyone remind me why this feature was removed?

Thank you,

Hi ​@joelhoffman, thanks for taking time to explain. All makes perfect sense.

The  comment regarding same vendor purchases across multiple projects was seen as negative for the (relatively few) people I spoke with and is what made me ask the question. However, points raised concerning Pay by Line etc. weren’t being considered.

Retaining the ability to set a flag that copies Project Details (and even Task) when adding a PO from the Commitments tab of a Project is still very desirable. In fact, maybe the flag should control display (and logic) for a dialog when performing the PO add operation within the Project screen?

Setting a “default task” for line items does however touch a wider issue I’ve raised as a wishlist point some years back - setting the ability for new line items added to a grid to copy down data from the line above (in that wishlist item the column configurator “Tab” order functionality would be extended to carry a “Copy Down” flag as well).

Anyway, all part of the conversation - again, thank you for the detailed response

BR

I just realised the comment isn’t very clear - of course adding a PO from the Project Committment tab copies in the Project ID. My point was to extend the functionality by potentially adding a default task for PO lines, however that would be better served IMHO by amending the grid control column configurator logic to add a “Copy Down” flag to the already existent “Tab” functionality. That way it serves the purpose of speeding document grid entry across the system. This is something that Professional Services such as solicitors find very useful, especially when entering disbursements.