Skip to main content
Solved

Recalculate Project Balances - Initialize Stock: Project Selection Disappearance


dmzasdf
Varsity I
Forum|alt.badge.img

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.

View original
Did this topic help you find an answer to your question?

2 replies

Heidi Dempsey
Community Manager
Forum|alt.badge.img+2
  • Community Manager
  • 250 replies
  • 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.


dmzasdf
Varsity I
Forum|alt.badge.img
  • Author
  • Varsity I
  • 59 replies
  • 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.


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings