PURCHASING > Master Files > Projects > Add/Modify/Delete
Project Codes can be used to complement the G/L Account and Cost Center fields to categorize and track your spending.
In addition to Project, there are other “account code” fields in SpendMap. For details and guidelines for setting up your account code structure, see Account Coding – Overview and Guidelines.
You can track purchase history and otherwise sort, filter and search for information in SpendMap by Project.
•The term "Project" is user-definable and can be renamed on screens and reports. •You can make the Project field mandatory (i.e. must be filled) on all data entry screens throughout the system in User Definable Field Settings.
Alternatively, you can make the field mandatory on certain documents (e.g. PO, Req, and RFQ). For example, see Setup System > PO Settings > PO Printing Settings > Text-Based Field Positions and Settings.
Alternatively, you can make the field mandatory on selected screens with the Field Access Restrictions utility. •You can change the order of the Project field and the other account code fields, so that they show in a difference sequence data entry screens. •You can select whether to display 1) the code or 2) the description when displaying the Project on screens throughout the system. |
In addition to creating new Projects in the Project Master File, Projects can also be imported from other systems.
Projects can also be added "on-the-fly" as you work in other areas of the system.
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To prohibit use of a Project code while retaining the Project in the Master File for reporting and reference purposes, you can lock Project codes.
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Projects Master File Screen
