Hi,
I'm noticing that, in order for me to select a project on the SO screen, the project has to be associated with the same customer that the SO is associated with. Is there a way to circumvent this restriction?
My company uses the word “Project” to refer to a brand or end user (e.g., Chipotle, Cava). Oftentimes, the end users use distributors who buy items from us and then distribute those items to the end user. So, our customer is the distributor, not the end user. In situations when a distributor is servicing an end user, it’s often the case that multiple distributors are servicing that same end user.
The way I’d like to represent this in Acumatica:
- Create a “Chipotle” project.
- When we create an SO selling Chipotle items, we select the “Chipotle” project on the SO.
The only way I can see this being possible is if I create a “Chipotle” project for every one of Chipotle’s distributors. I’m not a huge fan of that solution.
So, back to my original question: is there any way to set up a project so that it can be selected on an SO without requiring the project and SO customer to match?
