2 Replies Latest reply on Jul 13, 2019 4:19 PM by J Reinhart

    Can we change the grouping rules for invoices coming to AR from Projects?

    3992715

      We see the AR grouping rules for Projects invoices.  Can we change them?  What is the impact if we change them then change them back later?

        • 1. Re: Can we change the grouping rules for invoices coming to AR from Projects?
          J Reinhart

          You can, but you shouldn't.  Three reasons....One is that the grouping is seeded and you shouldn't change seeded data.  Another is that if you have already sent some invoices with the current grouping rules and then change the rules, it will make reporting a lot harder. And finally, it could break the AR Invoice button seen on the PA draft invoice, the one that lets you see the invoice in AR.

          • 2. Re: Can we change the grouping rules for invoices coming to AR from Projects?
            J Reinhart

            I wanted to put this comment about the impact of changing then changing back later separately.   Reporting will be very hard if you try to do that.  Suppose you had invoices 1 to 100 with grouping rule A , invoices 101 to 200 with grouping rule B, and then invoices 201 to 300 with grouping rule A again.  How can you do reports if the rules keep changing?  The grouping rule form doesn't keep a history, so you can't link it based on grouping-rule-as-of-AR-invoice-creation-date. 

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