Setting Purchase Order and Vendor Bill Preferences for Projects
You can enable or disable preferences to allow or prevent saving of purchase orders and vendor bills entered for a project or project task.
These preferences are enabled by default in the following scenarios:
-
When creating a new project record.
-
When project records are created using SuiteScript and CSV import.
In existing project records, these preferences are enabled during SuiteApp installation.
Allowing Purchase Orders for a Project or Project Task
To allow purchase orders for a project or project task:
-
Go to Lists > Relationships > Projects.
-
Click Edit next to the project that you want to edit.
-
In the Preferences subtab of the project record, check the Allow Purchase Orders box.
When this box is checked, purchase orders can be entered and saved for the project and for project tasks under it, regardless of the project status. A Create Purchase Order button also becomes available on the project record and on the project task records under the project.
Note:The Allow Purchase Orders box is checked by default. You can clear the Allow Purchase Orders box to prevent saving of purchase orders entered for the project and for project tasks under it.
Allowing Vendor Bills for a Project or Project Task
To allow vendor bills for a project or project task:
-
Go to Lists > Relationships > Projects.
-
Click Edit next to the project that you want to edit.
-
In the Preferences subtab of the project record, check the Allow Vendor Bills box.
When this box is checked, vendor bills can be entered and saved for the project and for project tasks under it, regardless of the project status.
Note:The Allow Vendor Bills box is checked by default. You can clear the Allow Vendor Bills box to prevent saving of vendor bills entered for the project and for project tasks under it.