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Vendor/Vendor Location Default Project

N
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Is there a way to set a Project ID by default at Vendor Level so whenever a PO or an AP Bill is created it populates automatically?

I see that that there is an option for Customers, but not for Vendors.

Thanks

 

Best answer by Laura02

Hello @nperez94naw ,

You are correct, there is no option to provide a default project for a vendor. The idea has been suggested once and rejected:

https://community.acumatica.com/ideas/add-the-possibility-to-have-a-default-project-for-customers-and-vendors-and-make-a-project-mandatory-for-some-of-them-3525

If you need to build a relationship between vendors and projects, please consider a customization.

Laura

 

 

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Laura02
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  • October 27, 2023

Hello @nperez94naw ,

You are correct, there is no option to provide a default project for a vendor. The idea has been suggested once and rejected:

https://community.acumatica.com/ideas/add-the-possibility-to-have-a-default-project-for-customers-and-vendors-and-make-a-project-mandatory-for-some-of-them-3525

If you need to build a relationship between vendors and projects, please consider a customization.

Laura

 

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
Chris Hackett
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  • December 12, 2023

Thank you @Laura02 for the update

Chris Hackett
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