Create Data Entity for Loading On Account Transactions
Create a data entity for loading milestones and other on account transactions (projtransonacctable)
Reverse Intercompany Customer Invoice Functionality
When customers make a mistake with their intercompany transactions, it can be a pretty big mess to untangle. Adjustments need to be made in the AR invoicing company as well as on the AP side. It would be great if there was a reversal button for these sorts of transactions that would generate ...
Add method of payment and payment terms to project invoice proposal
These items are sometimes changed for specific project invoices. It would be helpful if both method of payment and payment terms were exposed on the project invoice proposal form for users to toggle as necessary prior to invoicing.
Calculate Sales Tax on Project Invoice Proposal Creation
After an invoice proposal is created, users can click the posted sales tax button to calculate and view the sales tax amounts related to a project invoice proposal. Because the sales tax value isn't calculated on project invoice proposal creation, it cannot be reviewed through the project invoic...
Ability to assign project number sequence at project group level
Create the ability to assign project number sequences at the project group level instead of at only the legal entity level (similar to the functionality that exists for customer groups).
Add fastab to project contract that links to associated projects
On the project form, it is possible to click from a given project to it's associated project contract, but there is not a view on the project contract form that displays all projects associated with the given contract. It would be convenient if there was a fasttab on the project contract form th...
View WBS Across Subprojects
It is common for companies to use the project/subproject structure to break a single project into multiple parts to leverage multiple posting profile or invoice requirements. In the planning of these types of projects, it would be helpful to have a view of the WBS that included the sub-project w...