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Recalculate Project Balances - Initialize Stock: Project Selection Disappearance

  • July 16, 2022
  • 2 replies
  • 176 views
dmzasdf
Varsity I
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Hi!

We are on Build 21.212.0039 with customizations for: ProcoreBuiltCustomizationPackage2021R2V3,VelixoConnectedAppConfig

When clicking [Initialize Stock] from “Recalculate Project Balances”, does it matter whether the projects are selected or does it run for all projects? For us, we selected the first screen of projects, but after clicking [Initialize Stock], all but the first project was selected and the process completed successfully.

Thank you,

Dave Z

Best answer by Heidi Dempsey

@dmzasdf   When running Recalculate Project Blanaces, you need to check the project or click Process All.  When choosing Initialize stock, no project needs to be selected.

2 replies

Heidi Dempsey
Community Manager
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  • Heidi Dempsey
  • Community Manager
  • Answer
  • July 20, 2022

@dmzasdf   When running Recalculate Project Blanaces, you need to check the project or click Process All.  When choosing Initialize stock, no project needs to be selected.

Chris Hackett
dmzasdf
Varsity I
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  • dmzasdf
  • Author
  • Varsity I
  • July 20, 2022

Thanks, Heidi.

We also learned that all transfers must be received before Initializing Stock. This is an undocumented prerequisite that would be great to include going forward.

Heidi Dempsey
Chris Hackett
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