Using Default Values in a Transaction
When using default values in a transaction, note the following guidelines:
-
You can override the default project values in transactions if required.
-
When you pick a project in a transaction, its default values take priority at both the header and line level.
-
The SuiteApp handles transactions in Create, Edit, Copy, and Transform modes in the UI, and in Create mode through other channels.
-
When you select a project at the header, the Department, Class, and Location fields at the header use the Project Classification Department, Project Classification Class, and Project Classification Location values from the project.
The item lines also use the Project Classification Department, Project Classification Class, and Project Classification Location values for Department, Class, and Location fields.
-
If you create a transaction in the UI and pick a project without default values, the Department, Class, and Location fields remain empty at the header, but at the line level they use values from the item record. For transactions from other channels, the header values stay as they are.
-
To add multiple projects to the same invoice, add project to the line level.
To enable the Project field at the line level:
-
Go to Setup > Accounting > Accounting Preferences.
-
Click the Items/Transactions subtab.
-
Check the Consolidate Projects on Sale Transaction box.
Based on the project selected, the Department, Class, and Location values are populated with the default values at the line level for the item.
Note:If you check the Update Header Based on Line box in the Project Classification Preferences page, the Department, Class, and Location fields are updated.
-