Using Project Management, you can set up a service item to a create project each time you sell the item. This option is available for Service For Sale and Service for Resale items only.
To configure service items for project creation:
- Navigate to Lists > Accounting > Items. Click Edit next to the service item.
- On the item record, click the Related Records subtab.
- Click the Projects subtab.
- Check the Create Project box.
After setting up the service items accordingly, you can seamlessly generate project records from sales transactions. Simply go to Transactions > Customers > Create Projects from Sales Transactions to initiate the process.