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No project information in the Bills and Adjustments transaction summary

  • 24 January 2024
  • 5 replies
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Hi,

I am looking at the “Bills and Adjustments” transaction summary under section “Payable”. There is a column call “Project” but not information show in it, even though the project data have been entered for each bills. Could I ask a way to show the project information in the summary?

 

Thank you.

 

Regards,


Raymond

Best answer by Laura02

Hello,

Are you looking at screen AP3010PL, AP Bills and Adjustments preview list?  And you see the Project Field shown below, but it is not populated?

Is Project ID being entered in the Summary Area of Bills, or on the Lines only?

Check the setting in AP PreferencesRequire Single Project per Document must be checked on, for the Project field to appear in the top of AP Bills & Adjustments screen and be populated on Bills & Adjustments preview list.

Laura

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5 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • January 24, 2024

Hello,

Are you looking at screen AP3010PL, AP Bills and Adjustments preview list?  And you see the Project Field shown below, but it is not populated?

Is Project ID being entered in the Summary Area of Bills, or on the Lines only?

Check the setting in AP PreferencesRequire Single Project per Document must be checked on, for the Project field to appear in the top of AP Bills & Adjustments screen and be populated on Bills & Adjustments preview list.

Laura


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  • Author
  • Jr Varsity III
  • 55 replies
  • January 24, 2024

Thanks Laura.

My screen is a bit different from yours. I don’t have the project field in the top part of the Bills and Adjustment screen but only show in the bottom part

 


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  • Author
  • Jr Varsity III
  • 55 replies
  • January 24, 2024

Hi Laura,

I figure out how to fix my issue. May I ask what happen if I have a vendor invoice that related more than one project?


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • January 24, 2024

Hello,

AP Preferences →  Require Single Project per Document setting controls whether the Project information is shown in the summary of AP Bills.

  • If you want to enter different projects on the same bill, do not check on Require Single Project per Document.
  • If you want to see Project ID populated in the header of AP Bills, do check on Require Single Project per Document.

 

Laura


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  • Author
  • Jr Varsity III
  • 55 replies
  • January 24, 2024

Thank you!


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