Hi,
In 2024R1 our Add PO/Add PO Line/Add Subcontract/Add Subcontract Line buttons on Bills & Adjustments only showed POs related to the Vendor/Project selected.
When testing in 2025R2 it shows based off Vendor selected only - is it an easy fix to add in to each button to factor in project also?
Best answer by tareshpatil51
Hi Garbhan,
What you’re seeing in 2025 R2 is actually the new standard behavior.
In 2024 R1, the Add PO / Add PO Line / Add Subcontract / Add Subcontract Line buttons on Bills & Adjustments filtered by both Vendor and Project (when a project was selected on the bill).
In 2025 R2, the lookup now filters by Vendor only. The Project is no longer part of the default filter logic.
There is currently no configuration setting or preference to control this behavior — it is handled by the underlying system query.
Option:1
Practical (No Customization Required)
Users can apply a filter on the popup grid:
Click Add PO Line (or related button).
Use the Project column filter.
Save a Personalized View with that filter applied.
This keeps the system standard and avoids customization, but requires user discipline.
Hi Garbhan,
What you’re seeing in 2025 R2 is actually the new standard behavior.
In 2024 R1, the Add PO / Add PO Line / Add Subcontract / Add Subcontract Line buttons on Bills & Adjustments filtered by both Vendor and Project (when a project was selected on the bill).
In 2025 R2, the lookup now filters by Vendor only. The Project is no longer part of the default filter logic.
There is currently no configuration setting or preference to control this behavior — it is handled by the underlying system query.
Option:1
Practical (No Customization Required)
Users can apply a filter on the popup grid:
Click Add PO Line (or related button).
Use the Project column filter.
Save a Personalized View with that filter applied.
This keeps the system standard and avoids customization, but requires user discipline.
Hi
You have below options to address this:
Option 1 — Customization
Extend the APInvoiceEntry graph and reintroduce ProjectID filtering across all selection views.
Include a null-safe fallback so AP Bills without a Project continue to work normally
Handle Subcontracts separately using the PMSubcontract DAC
Option 2 — No Customization
Users can manually filter by Project in the popup grid and save a Personalized View. This keeps the system standard but is generally suitable only for lower-volume environments, since it relies on users applying the filter consistently.
So the only way to avoid manual filter of every record is a code customization? Volume will be high so our AP users would have to do this all day so hoping to add the filter in but lack the coding experience. Is there add in the filter by going off 2024R1 graph?
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