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No project information in the Bills and Adjustments transaction summary

  • 24 January 2024
  • 5 replies
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R
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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

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Best answer by Laura02 24 January 2024, 23:35

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Laura02
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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 Preferences.  Require 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

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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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

 

R
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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
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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

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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Thank you!

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