Prevent entry of an A/P check to a project with a $0 balance OR giving warning that the project balance will be negative if check is saved

If a project has a $0 balance ($0 in the project bank account(s)), FE would not allow the check to save and/or would give a warning that the project balance is $0 or will be negative if the check is saved. Having this warning, when creating an A/P check, could save considerable time, and prevent mistakes. This is especially true if there are many projects and a lot of activity. 

  • Guest
  • Jun 29 2017
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  • Marc Seleman commented
    7 Jul, 2017 06:19pm

    You can do this in the business rules settings.  Go to A/P > Configuration > Business Rules > General and set the project budget checking accordingly.