In order to ensure users add the relevant department, class and location for every transaction and record, you could set the same as mandatory in Accounting preferences [Accounting Preferences → General → Classifications]. If you enable the preference to make the classifications required and use a custom form to display the classification at both the… Continue reading Add the relevant department/class/location every time they record a transaction
Tag: Classifications
Classification missing in project record
Issue: On checking the account, we found the project classification fields coming from the Project Classification SuiteApp. However, the same is locked and the field is not applied to the Project record. Hence, the classification fields are not available in the project record. Solution: Step 1: Feature enablement The Project and Project Management features are… Continue reading Classification missing in project record
How to make classifications mandatory on the records
Navigate to Setup >Accounting> Accounting Preferences > General tab > Classification section and set the following preferences to True: Make Departments Mandatory Make Classes Mandatory Make Locations Mandatory If you check these boxes, records, and transactions cannot be saved without completing this field. Note: If you check this box, the system will prevent you from… Continue reading How to make classifications mandatory on the records
Allow per line Department is Enabled but the Updates on the Header level Reflected in Line Level
The “Allow per line department” preference is enabled in the account. But the department value selected at the header level is also reflected in the transaction line level even if no department value is selected at the line level. This is because, at the transaction line level, the Department field is not exposed in the… Continue reading Allow per line Department is Enabled but the Updates on the Header level Reflected in Line Level