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Default Project

  • July 8, 2021
  • 1 reply
  • 240 views
C
Freshman I
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I see there is an option under the customer to have a default project but when I add a default project I do not see where that comes into play anywhere when I create the service order. What is the purpose of having a field to select a default project for an individual customer if it doesn’t default to the service order being created?

Best answer by ChandraM

Hi @CAMORRISON 

The default project in customer location screen  - Acumatica uses this project when it creates a document like purchase order. The default project is used for informational purposes only and is not involved to any process, per the documentation.

Screenshot for reference:

Thanks

C

1 reply

C
Semi-Pro I
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  • ChandraM
  • Semi-Pro I
  • Answer
  • July 8, 2021

Hi @CAMORRISON 

The default project in customer location screen  - Acumatica uses this project when it creates a document like purchase order. The default project is used for informational purposes only and is not involved to any process, per the documentation.

Screenshot for reference:

Thanks

Chandra M
Chris Hackett
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