Hello DAX geeks,
In Employee services and in expense module, I want to filter expense categories by project ID when I create a line expense.
Now the problem is that the create category interface is called before the line details where we can add a project Id. So I have been thinking to add a specific field ProjId in the same interface as the category so it can be filtered.
Does anyone know how the category interface is called? and how to modify it?
I appreciate any help.
Thank you in advance
Nesrine
Hi Nesrine,
Did you setup project validation based on the project/categories ? This can be done in the Project accounting module.
Based on the setup when the Project ID is selected the drop-down in the expense report would only show the assigned categories . You would have to make the Project ID field visible on the expense report line.
Thanks,
Satya Teki
Agree with Satya Teki.
Can you try setting up validations?
Maybe not only project-category but also resource-category ones to verify whether those setups help you overcoming the issue with the filter?
If this is not working out for you and your colleagues then you can still go for a system modification but before doing that I would recommend trying to use the validation functionality.
Best regards,
ludwig
Thank you Satya Teki & Dr. Ludwig Reinhard for your wonderful replies. This was very helpful.
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