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Default Location on Project Summary follow through to Pro Forma and AR Invoice

It would be helpful to have the the default location on the project summary act more like the location field on Service Orders and Sales Orders, if changed anything invoiced is automatically assigned this location. The default location on the project summary tab under billing and allocations is misleading- most would think this location if changed will drive the bill-to info. If you choose a location, the billing contact and address remain the billing contact/address on the Billing Settings tab of the customer record.  This default location also changes from the location assigned on the project back to the default location on the Customer Record when running the Pro Forma and AR Invoice. 

  • kristi blas
  • Jan 23 2019
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  • Jean McClelland commented
    January 31, 2019 22:25

    Comment on #2 from Admin

    I just tested the billing address on the ProForma with the "Bill Separately" box in the task selected. The location for the Customer is not the MAIN location but the location chosen for the project.  The billing address on the ProForma still pulled the MAIN location Bill-to Address vs. the alternate location Bill-to address.

     

    However, if I chose to select the Override box on the Summary tab of the project and input a different address, the ProForma and resulting invoice are made out for the address manually input into the override.  This should not be manual - too many opening for errors. I believe that's Ms. Blas' point.  The bill-to should pull from the Location selected. Wouldn't that be the reason to have a Location selector?

     

    BTW - This is all happening on 18.206.0011 with matching version objects for Construction & Manufacturing.

  • Admin
    Feedback Admins commented
    January 31, 2019 20:25

    Few comments:

    1. Quote: "If you choose a location, the billing contact and address remain the billing contact/address on the Billing Settings tab of the customer record."

    Comment: In project invoices that are created by the billing procedure, bill-to address and bill-to contact is populated from the project's bill-to contact and bill-to address information.


    2. Quote: "This default location also changes from the location assigned on the project back to the default location on the Customer Record when running the Pro Forma and AR Invoice. "

    Comment: Project invoices are created with the customer location that is specified on project task. So, if there is task 10 with customer location A, task 20 with customer location B, two invoices will be created.

    Kate




  • Guest commented
    January 28, 2019 19:41

    I disagree. If default is changed from existing, it must be made optional but not required.