Is there a way to limit a Project Task and Cost Code combination to only those that exist on a Project Cost Budget?

  • 5 November 2020
  • 3 replies
  • 100 views

In many screens, such as PO, Issue, AP Bill, Receipt, even Project Transactions, the system allows a user to choose an existing Project Task and then apply any Cost Code existing on the project to that Task even if that combination of Project Task/Cost Code does not exist on the Project Cost Budget.

The system currently adds a new row in the Cost Budget, which to my client is a real issue.

Furthermore, it would be additionally helpful to NOT allow new Task/Cost Code/Account Group combinations beyond what exists on the Cost Budget.

Has anyone else ran across this issue and were you able to prevent it from happening?


3 replies

Userlevel 4
Badge +4

Hi @tsnyder16 

Here is the Budget control option what we have on Document entry (documentation link below). You may post a feature request on our Product idea page (https://community.acumatica.com/ideas) to extend the functionality to meet your requirement. I don't see an option to restrict use of Project Task/Cost Code combination based on budget.

https://help-2020r2.acumatica.com/(W(11))/Help?ScreenId=ShowWiki&pageid=c17cd234-2ac9-1488-a687-fa3ccdaa1e16

 

Hope this helps,

Regards,

Userlevel 2
Badge

I agree that this would be very convenient. In fact, I have noticed this myself during demos and I’ve had questions about it.

This would require a controlled addition of a task, phase, cost code and perhaps start the change order process.

Please upvote this ‘idea’!

https://community.acumatica.com/ideas/selecting-cost-code-for-project-related-transactions-only-shows-a-warning-if-no-budget-line-exists-we-need-an-option-setting-to-have-this-be-an-error-3747

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