The Free text document already hold the ability to specify at a line level the 'Project ID' and the 'Category' (project fee category). However, where there are a number of lines needed to be created for the same project, this is very tedious as the user has to manually specify the same project and category for each lines.

Required function

• Introduce the option to hold the 'Project ID' and 'Category' at the freetext HEADER. 


• In addition provide a parameter to set the default Fee category for freetext against the related Project Group.
  
  
  
  • If the parameter is populated then both the Project and the category is automatically populated at the header of the freetext invoice on creating it from the Project(see my other suggestion on being able to create the freetext directly from the project).
  
  
  • It is expected that the 'Project ID' and 'Category' will automatically default from the header unless overridden by the user. If  the ID and Category is not populated  at the header it will be expected that the user will manually select the project and related fee category against at the line level (in line with standard Dynamics behaviour).