We have a requirement to restrict the release of SOs and Invoices linked to a Project:
Current behavior: The system allows releasing SOs/Invoices even if the customer is different from the Project's customer.
Our requirement: We want to block the release if the customer on the SO/Invoice does not match the Project's customer. The system should only allow releasing when the document customer is the same as the Project customer.
Is there a way or setup to apply this rule to our system?
+14Hi
I believe, There isn't a standard configuration or feature that enforces this validation during release. By default, Acumatica allows the document customer and project customer to be different in certain scenarios.
If your business requires them to always match, the recommended approach is to add a customization that validates the customer before release (for both SO and AR Invoice). If the document's CustomerID doesn't match the CustomerID on the associated PMProject, the release process can be stopped with a clear error message.
+4There is a setting on Project Preferences to allow visibility for All Projects or Customer Projects.
If you set this setting to Customer Projects, when a Sales Order is created and they select a customer, the Project will not be visible for them to select unless the Customer is assigned to that Project.
For this Project, the Customer is DA City Construction
When I create a Sales Order for another Customer, that Project is not available to select.
If I enter the Project ID, I will get an error.
I hope this setting will help you.
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