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Parent Child Projects and Branch Mismatch - Acumatica Seatle Conference 2026

  • April 4, 2026
  • 1 reply
  • 18 views

Hello

I saw in some notes from the Seattle 2026 conference a couple of items that interested me:

  • Parent child projects 
  • A new option to block document process on branch mismatches

Both are interesting to me but cannot see any further notes in any of the break-out slides.

Anyone who was there that can provide any more insight into these two?

1 reply

Eric Ratté
Jr Varsity I
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  • Jr Varsity I
  • April 7, 2026

Hi,

To block document process on branch mismatches, there is a new option at the Projects Preferences screen: Branch in Project Documents. 

 

Required. The setting that indicates whether the system uses the project branch when inserting branches in project-related purchasing and AP documents.
You can select one of the following options:

  • Ignore Project Branch (default): The system doesn’t use the project branch.
  • Use Project Branch: The system inserts the project branch in the document and its lines.
  • Use Project Branch in Lines Only: The system inserts the project branch only in document lines.

https://help.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=de2ca225-4a0c-4129-b09d-3f3ed05198f9.

 

As for the parent child project, you can transfer amounts from the child projects to the parent project via an allocation rule. You can also segment the project IDs in such of a way that the first segment would be the main project and the following segment, the project number. 

 

Thanks,