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I have been trying to get the default posting accounts to appear for project billing. I have set up a fee and assigned a GL accounts for A/R and Sales. When I enter a new PA billing entry that has an amount I cannot get these two accounts to default. The only way it will default is if I set these accounts using Setup->Posting->Posting. This works for the A/R because we only have one. However, for sales we have multiple sales accounts. What setting am I missing? The projects are setup as T/M projects.
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Hi Richard,
Thank you for your post.
When it comes to determining how accounts are sourced on Project Accounting transactions, I use the Budget List Report.
A Project Budget List Report
On the Cards menu, point to Project, and then click Project.
1. In the Project Maintenance window, select the appropriate project.
2. On the File menu, click Print.
3. On the left side, select Budget.
4. In the Include area on the right, click to select the Accounts check box.
5. Click Print.
Note: To print Fee Accounts select, Fee instead of Budget on step 3 above.
This report will print out a list of every budget on your project and will tell you how that budget is sourced for each account type, as well as which account it is sourced to, or if there are any errors.
Source> Window Path>Window Name
Cost Category Cards > Project > Cost Category > Accounts Cost Category Accounts
Customer Cards > Sales > Customer > Project > Accounts Customer Accounts
Project Cards > Project > Project > Accounts Project Accounts
Specific Cards > Project > Project > Budget > Budget expansion > Accounts Budget Accounts
Contract Cards > Project > Contract > Accounts Contract Accounts
Vendor Cards > Purchasing > Vendor > Project Accounts Vendor Accounts
None No Account Selected NA
Fee Cards > Project > Fee > Accounts Fee Accounts
Hope this helps. Please let me know if you have more questions/concerns.
Best Regards,
Nicole Sutton
Senior Support Engineer
Microsoft Dynamics GP
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