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Bills and payables with project information

  • May 16, 2024
  • 6 replies
  • 88 views

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Hi,

Attached is the Bills and Payables screen for a new bill in my company version of Acumatica. I recall i can add the project field in the top part of the screen. But I forget how to do that. Could anyone kindly advise?

Thank you.

Regards,

Raymond

 

 

Best answer by Rmak0501

@Rmak0501 could you share your solution?

Please check the reply from “MuthumaliDhanushika27” above. I just do the same thing in the system.

Cheers,

Raymond

6 replies

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  • Author
  • Jr Varsity III
  • May 17, 2024

Hi,

Figure out the solution. Don’t know how to delete my question in the system. Please ignore this.

Thank you.

Raymond


Laura03
Captain II
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  • Captain II
  • May 17, 2024

Hello,

In case another person has the same question…

I think the solution is to select ON the option for only one Project per Bill in AP preferences screen. 
 

With only one project per document, the Project field moves from the Details to the Summary area of the screen.


Laura


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  • Author
  • Jr Varsity III
  • May 17, 2024

Thank you Laura!


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Hello @Rmak0501 

 

The user should select the “Require a single project per document” option in AP preference.

 


iqraharrison
Captain II
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@Rmak0501 could you share your solution?


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  • Author
  • Jr Varsity III
  • Answer
  • May 28, 2024

@Rmak0501 could you share your solution?

Please check the reply from “MuthumaliDhanushika27” above. I just do the same thing in the system.

Cheers,

Raymond