WebPortal - Make project field required

Since the project field is hidden in the Distribution link, it is easy for invoice request creators to miss the field leaving it blank.   Making the field required (same as attachments) would avoid wasting time getting the correct project or rejecting invoice and having it go through approval process again.

  • Marlene Genereux
  • May 20 2019
  • Already exists
Expense Management
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  • Marlene Genereux commented
    October 25, 2019 21:25

    Thank you.

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  • Julia Petit commented
    October 25, 2019 19:38

    We can get it figured out! I think it might best for you to reach out to our support team for assistance on this one. They'll be able to see why this might not be showing and walk through some of the considerations of making this change.

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  • Marlene Genereux commented
    October 25, 2019 18:52

    Julie

    I am just not seeing it. FE > G/L > Records > Projects ��� now how do I set it to be a required field in WebPortal? There is a step I���m missing.

    Regards,
    Marlene

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  • Julia Petit commented
    October 21, 2019 13:59

    Good to hear from you! This should still be possible. When it comes to the requirement of projects on the GL distribution of transactions (Project which are found under General Ledger in NXT or under GL > Records in database view) these are defined on the Fund record.

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  • Marlene Genereux commented
    October 17, 2019 13:07

    I am referring to the 5 digit project codes not Funds in our case.   When you go to the distribution link, the field labeled project ID.

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  • Julia Petit commented
    June 06, 2019 13:22

    HI Marlene, Thanks for the suggestion. This is possible by way of the fund requirements within database view > General Ledgers > Configuration > Funds. Here you can set your projects to required for either all accounts or income statement accounts. This will make this required for any transaction using an account with that fund.

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