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Require Single Project per Document

  • 5 January 2022
  • 4 replies
  • 26 views

General contractor here. I was told by a trainer that we needed to select the “Require Single Project per Document” spec in AP Preferences. I don’t remember the reason, but when we enter bills, it makes our lives much more difficult to enter AP bills one project at a time. Is there any reason deselecting this option would be a negative thing? 

 

Thanks,

Hannah

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Best answer by vkumar 5 January 2022, 04:39

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Userlevel 7
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Hi @hannah21 

When you enable ‘Require Single project per AP document’, it indicates that you can select only one project on all detail lines of the AP Document. It gives you an option to select Project at header level and one can select only Project Task at line level. It does not indicate that one has to create a single project per AP document. One Project can be used on more than one AP bill in this scenario as well.

If the option ‘Require single Project per Document’ is ‘unchecked’ on AP preferences, one can select the Project and Task at AP document detail line level.

Here is relevant documentation link:

https://help-2021r2.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=c3f9353e-95e6-448d-bb3f-e20643879ec7

Hope this helps,

Regards,

Yes, this is what I thought but wanted to verify. So it doesn’t affect anything in the Construction module to “Require Single Project per AP Document”? 

Will we still be able to run AP reports by Project if this is not selected?

Userlevel 4
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Hi @vkumar would you be able to help @hannah21 with the further questions? Thanks!

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