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PPM - Restrict transactions from bypassing PPM.

edited Jun 18, 2019 4:25PM in Project Management 10 comments

Summary

How to prevent bypassing PPM to avoid variances with General Ledger amounts?

Content

We would like to:

  1. Restrict end users from entering requisitions without populating project number, task number and contract number in requisition preferences. Currently users are able to apply a favorite charge account which bypasses PPM while updating the general ledger.
  2. Restrict end users from creating an AP invoice (non-purchase order) without populating project number, task number and contract number, expenditure type and organization. 
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