Hi Acumatica Team,
Is there a way to connect a customer contract to a projects?
Set up will be done in the customer contract but the billing process will de done on the project screen.
Thank you!
Solved
Customer Contracts to Projects
Best answer by jsheehan56
why do you need a customer contract if the billing is being done in the project screen? I’m not sure I understand the workflow.
There is no ability to link these fields because they are essentially the exact same field. The projects application takes the exact same ContractID and ContractCD fields from contract management and repurposes them in a new blown out version of the Customer Contract screen (relabeled Projects).
Essentially you can either use the light customer contract screen or the robust project screen for handling of this project, but not both.
why do you need a customer contract if the billing is being done in the project screen? I’m not sure I understand the workflow.
There is no ability to link these fields because they are essentially the exact same field. The projects application takes the exact same ContractID and ContractCD fields from contract management and repurposes them in a new blown out version of the Customer Contract screen (relabeled Projects).
Essentially you can either use the light customer contract screen or the robust project screen for handling of this project, but not both.
I think the main reason is because if they use the Case Management, this module is setuped to be use with Contract and, both of them permit to do mass case bills via the Contract, but all time activities and invoices goes to Project X (Something we don’t want).
Raphael
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