Using an existing field to track Capital Project Numbers.

[dbant2003]

I am wondering if it is possible to add a field in ap invoice entry to track capital project numbers. I have looked in the invoice details table and see a field for project code called PROJECT. I would like to use this field but it is not available or shows up during ap invoice entry. How is an existing database field added so that the user entering the invoice information can add the capital project number.

Using AP 5.2A with MSSQL.

 

[jayconverse]

PROJECT is used when you have the Project and Job Costing module installed, you can't use it with straight AP. If you upgrade to 5.3 you can create a new optional field called PROJECT.

Jay Converse
IT Director
Systemlink, Inc.

 

[dbant2003]

If a new optional field is created to track this then would the field have to have an entry to complete the invoice.

 

[ettienne]

You can also use optional fields in AP 5.2, if you have purchased Optional Fields and Validation Tables.
Go to AP Setup, Options and if you see Optional Fields for Invoices on the Invoicing tab then you are on your way, if not then get out your checkbook.
Optional Tables allow you to create tables with optional values and these tables can be linked to optional fields in AP invoices for validation.

 

[jayconverse]

Just make a project "ZZZZZZZ"

Jay Converse
IT Director
Systemlink, Inc.