OLD - Auto Populate Project Task

Overview

• For Project Ledger Entries, when posting from Purchase Invoice, Sales Invoice, Item Journal and General Journal, the Project and Project Task fields must be filled in

  • This is required to track actual expenses and revenues by Project

Requirements

• When the Sales Order has the Project and Project Task filled in, these should also follow to the Sales Invoice when it is created

  • This is already done for Project field

  • Needs to be done for Project Task field

  • Do we want this on the Sales Invoice Lines?

  • Use Sales Invoice Temp-1000023 for reference (screenshots below)

• Same for Purchase Invoices; if the Project and Project Task fields are populated in the Purchase Order, they should be copied to the Purchase Invoice

  • This is already done for Project field

  • Needs to be done for Project Task field

  • Do we want this on the Purchase Invoice Lines?

  • Use Purchase Invoice Temp-1000003 for reference

• Also Item Journal and General Journal

Open

Open