RE: Linking Bills to Projects

Hi all,

It does not seem possible to link bills linked to a vendor in a subsidiary A to a project linked to subsidiary B.

How would you tackle this? We have the case where a project is invoiced from sub A and many countries (subsidiaries) can generate purchases that need to be linked to that project?

Thanks for your help,

Ma

Ma Beginner Asked on March 3, 2020 in Projects.
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1 Answers

Yeah….no multi-subsidiary projects, unfortunately.  See “Working with Project Management in OneWorld” SuiteAnswers Id: 9313. Also no multi-currency projects (double sad).  Options are pretty much:

  1. Create custom fields to hold the project record and rejigger all your project based reporting (this is what we did because we had both currency and subsidiary issues)
  2. Create a separate project for each sub and then rejigger your project based reporting or develop some sort of periodic intercompany process to show balances on only one project (unclear whether this would actually be any better/worse than #1)
  3. Avoid the projects module entirely and use something else (like maybe classifications or custom segments) to track your projects. (You’d need to do a pretty thorough analysis on this one as to whether it’d work like you’re hoping though)

So yeah, not the answer you were hoping for I’m sure, but it is what it is, sadly.

Beginner Answered on March 3, 2020.

Thanks JamesMorris for your message.

I was going for the option 1 as well. I just hope I will not miss any details on any other transactions/reports that will make my new design unstable.

Thanks

on March 4, 2020.
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