After you post the time transactions, you can no longer edit or delete them. To make changes or delete an already posted time transaction, you must void the time posting. Important: If several time transactions were posted with a single journal entry, and you void that journal entry, all associated time transactions become voided. To… Continue reading Voiding Time Transactions
Tag: project
Assigning a Project Manager to a Project (Project 360)
Employees with full permissions to the project record can assign a project manager to view and edit the data in the Project 360 Dashboard. Note: An employee must be listed as a project resource and designated as Project Manager in the Employee record to appear in the Project Manager dropdown list. See Identifying an Employee as a… Continue reading Assigning a Project Manager to a Project (Project 360)
Actual Time on CRM Task Record Not Calculating
In order for the Actual Time to be calculated in a CRM Task Record, there are two conditions to be fulfilled: The Task should be linked to a Project Record. The field name Include CRM Tasks in Project Totals, should be marked in the Preferences tab of the Project Record. The feature to have… Continue reading Actual Time on CRM Task Record Not Calculating
Unlink Journal Entry to Project Record
Requirement – Way to remove link of Journal Entry to the Project and link it back again to another Project. Navigate to Transactions > Financial > Make Journal Entries > List Click Edit on the Journal Entry record Click Lines tab Click the account line/s that need to be updated for the Project Name Column:… Continue reading Unlink Journal Entry to Project Record
Budget Subtab is Not Available in the Project Record
By default, if you are not using Job Costing and Project Budgeting feature, the Budget Subtab will not appear on both Standard and Custom Project Forms. Here are the different scenarios why the Budget Subtab will disappear from the Project Record when using Custom Form: 1.Budget Subtab is not enabled on the Custom Form: To… Continue reading Budget Subtab is Not Available in the Project Record
Prevent Creation of Project if Customer is on Credit Hold
Scenario Prevent Creation of a Project record if the Customer is on Credit Hold Solution Create a Custom Entity Field Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter Label Example: Credit Hold Status Type: Select Free Form Text Store Value: Remove Checkmark Click Applies To Project: Enter Checkmark… Continue reading Prevent Creation of Project if Customer is on Credit Hold
Currency Field Disabled when Creating New Project for Multi-Currency Customers
Scenario When creating a new Project for multi-currency Customers, the Currency field is disabled. Solution This is true when Consolidated Payments Feature is enabled. When enabled, elements like Customers and Jobs in the hierarchy will have the same Primary Currency.
Projects Use the Auto-Generated Numbers for Customers
Scenario Auto-Generated Numbers for Customers is enabled (navigate to Setup > Company > Auto-Generated Numbers > Entities tab). When a user creates a new project, the system assigns it with the number that is supposed to be for the next customer. Advanced Projects feature is disabled. Solution Projects can only be assigned with its own Auto-Generated Numbers when Advanced Projects feature is enabled. With the feature disabled, projects are assigned… Continue reading Projects Use the Auto-Generated Numbers for Customers
Create New Project not available on the Customer Record Create New Icon
Scenario The Create New Project option is not available on the Customer Create New Menu icon Solution To resolve this, perform the following steps: Navigate to Customization> Forms > Entry Forms Click Edit link beside the preferred customer form In the Subtabs subtab, make sure that the Show checkbox for Sales is marked Go to the Sublists tab > Sales subtab Make sure that the Show checkbox for Project is marked Click Save
Unable to Save Project Task in Aqualis Braemar-UAE-NS
Problem: When saving a project task in Aqualis Braemar-UAE-NS, the following alert appears, preventing the record from being saved: “Record Not Saved – You cannot add Adrian Torry to this project task. Adrian Torry is not a resource for this project.” This alert occurs because the employee mentioned in the error message is not linked… Continue reading Unable to Save Project Task in Aqualis Braemar-UAE-NS