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[Optimum] Posting Account Group-Setting Default Project

Article ID: 95576 Email Print
Question
How can I set default project code for customer/supplier when key in sales/purchase transactions?

Answer

1) Go to Maintenance, set a new Posting Account Groups P1, with default project choose KCH-P

 

2) Assign the posting account group P1 to the customer 700-A001 .

 

3) When key in sales invoice for this customer 700-A001, will notice the system will choose project KCH-P by default.

 

Remarks:

-User still can change to other project when key in transactions.

-This is applicable to customers and creditors for sales and purchase transactions only.

-This default project will be replaced by User/User Role Default Settings if the features are enabled.

-This function is availble from QNE Optimum version 2017.5.1.0 and above.

 

 

 

 


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Article Details
Views: 159 Created on: Mar 08, 2018
Date updated: Mar 08, 2018
Posted in: Optimum, Optimum Misc

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