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Remove Sales orders from “Create Projects from Sales Transactions” screen"

edited Jun 2, 2025 2:38PM in Ask A Guru 5 comments

Hi Team

We have five sales orders those got created 7 years ago. For those sales orders, there is a particular  SKU (SKU 10532) attached. In this SKU “REVENUE RECOGNITION RULE” is set as Project Percent Complete , “CREATE REVENUE PLANS ON” is set as Project Progress and Create Project checkbox is checked.

For these five sales orders, got invoiced and receive the payments and all the related transactions were closed 7 years ago,  but they didn’t create any projects for these sales orders, and now there is no requirement to create projects for these sales orders.

The problem is these sales orders are displayed in the “Create Projects from Sales Transactions” screen.

Janakan

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