We put all work done and materials to the wrong project. Is there a way to put it all to the correct project?
Best answer by Anacarina Calvo
View originalWe put all work done and materials to the wrong project. Is there a way to put it all to the correct project?
Best answer by Anacarina Calvo
View originalIt is Active.
Hello,
I think, if everything is correct except for the project (dollars are correct, posting to GL is correct, employee hours are correct etc.) you may consider using Project Transactions screen to adjust this mistake.
It’s a good idea to try the correction in a copy of your tenant to make sure signs on transactions are correct and the desired results are achieved, invoicing is correct afterward, etc.
If the transactions were billed already, first reverse the invoice out. Remember if this is a commercial project with AIA, reversal of invoices should be done on the Proforma. Then...
Edit: I’m wondering if the two projects are for the same customer? If so, may be no need to reverse invoices.
Good luck.
Currently there is no option of changing the Project field on an Appointment or Service Order form.
I suggest cancelling the Service Order or Appointment and creating a new one with the correct project. To reduce the number of steps, use action of Copy and Paste to create the new document. When changing the project you will need to set the new Project Task on all lines on the Details tab
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