Projects - Document processing
The following options are available to process transactions in purchase documents (Purchases, Supplier returns and Orders) and sales documents (Invoices, Credit notes and Quotes) for Projects:
1.Projects (Documents tab)
Once projects is activated, in the Setup → Data Parameters (Setup ribbon), the Projects selection will be added to the header section of the "Document entry" screen.
Selecting Project for Documents:
When processing documents from the Documents tab of a selected Project, the option to select a Project in the Document header section, is not available. The project code is automatically linked to the selected Project.
When processing documents, launched from Documents (Action ribbon), you may select a project in the Document header section.