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Hi,
I have created a Project ID With Some Customer, & Then As per Operations Dept. We have to change the customer ID Knowing We didn't create any Project Invoice till now, But there are some Costs charged to the Project, My Question Is Can I Edit the Project Profile & Change the Customer ?
Regards
Mustafa
Hi Mustafa,
You can add a new customer (project funding source).
After doing that you can define a funding rule that specifies that the complete amounts will be posted to the new one.
Would be great if you could give it a try and let us know if this worked for you.
Best regards,
Ludwig
As Ludwig suggsted, best way i to keep the earlier customer and add new one in project contract as new funding source
I don't know if you can see the Snapped Properly But I Couldn't Add a Funding Source since the Customer tap is not Active, Should I change any Setup to enable me to Add the Customer ID in Funding Source line?
Hi Mustafa?
Do you mean to say that the Customer lookup is not enabled? The focus on your screenshot is on the Funding source ID. You have to use the Customer field for the lookup.
Also note that if you have existing transactions, you might need to use the Adjust feature to change the funding source recorded on these transactions.
Yes,
The Customer lookup is not enabled , How can I get it enabled ?
& Regarding Transactions; I have Only Cost Transactions & No transactions related to Revenue or Invoicing were posted
Rgds
once funding source is selected (which is name of customer) it would auto populate customer ID
What exact security role/permissions do you have in this environment? Is a system administrator able to fill the customer field?
Note that if the cost transaction has a line property which is chargeable, then a related sales record for these costs already has the funding source field filled and requires adjustment.
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