I’ve been working learning the Project Accounting module and need some help with setup. I’ve reached out to our partner but also wanted to see if there were any experienced users that would be willing to help me out.
My main issue right now is figuring out how to get Project Transactions (labor, material, charges) to post correctly when billed from an Appointment. Service Order Type only allows one Account Group to be assigned and when the Project Transaction is created everything gets tagged to that group. I don’t know if the Allocation Rules would fix the issue because I can’t seem to get it to work like I think it’s supposed to. Thoughts? I really need to get this setup as it would be a big game changer for us.