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Design Change Request: Option to Retain Item-Level Default Financial Dimensions When Adding Lines to a Project Purchase Order
Suggested by Ian Luu – New – 1 Comments
In the current design of the Project management and accounting module in the Finance and Operations application, when a purchase order is linked to a project, users are prompted to decide whether the vendor’s default financial dimensions on the purchase order header should be overridden with the project’s default financial dimensions.
However, there is no option that allows users to retain the default financial dimensions for item lines. As a result, users must manually restore the item-level financial dimensions, which is both inefficient and time‑consuming.
We would like to formally request a design enhancement to introduce an option that allows users not to override the item’s default financial dimensions when adding lines to a project purchase order.
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Ability to delete Project Milestones
Suggested by Jurre Van Loon – New – 0 Comments
Once a project milestone is created on the contract line details you cannot delete the record.
There should be an ability to delete the milestone if the status = not ready to invoice, so that if a mistake is made, the milestone can be deleted
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