Tuesday, September 25, 2018

Project/Job is Grayed Out when User Customizes the Invoice Form


When a user customizes the Invoice Form, under Screen Fields > Columns, Project/Job is grayed out. Advanced Project module is already enabled in user's account.

 

Steps to Reproduce:

1. Navigate to Setup > Company > Enable Features.

2. Under Company > Projects section > Advanced Projects =T

3. Navigate to Transactions > Sales > Create Invoices > List > view any Invoice.

4. Click on Customize > Customize Form.

5. Navigate to Screen Fields > Columns > look for Project/Job field.

 

Actual Results:

Project/Job checkbox is grayed out and there is no option to show it in the form.

 

Expected Results:
Project/Job checkbox should be available to Show in the Invoice Form.


To be able to show the Project/Job field as part of the column fields, do the following steps:

1. Navigate to Setup > Accounting > Accounting Preferences.

2. Items/Transactions tab > Sales & Pricing section, mark the Consolidate Jobs on Sales Transactions (Consolidate Projects on Sales Transactions by default) check box.

3. Click Save.

 

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