Missing Project Number On The AR Or AP Enquiry Screen

Article, Knowledgebase

Article credit: Sage 

This article explains how to resolve a missing project number  on the AR or AP Enquiries grid even if a Project Number has been used on the default project field on the processed Sales Order / Purchase Order screen.

This is the Sales Order screen as captured with the Default Project field populated:

And this is the AR Enquiry screen where the Project number field is blank for the above posted sales order:

REASON AND SOLUTION:

On the Inventory Defaults | Entry Options screen, it could be that the Post project per Line option has been selected. Therefore, to ensure the Project number appear on the AR / AP Enquiry grid, ensure that the Post Project per Document option is rather selected.

Please note, only for new documents being processed going forward will Evolution post the Project number correctly to the AR / AP Enquiries screen.

Disclaimer: These articles refer to possible solutions and a platform to share information. Each article describes a method that solved a query (knowledge gathered from previous sites) and how Sage Evolution should operate. These articles make reference to a specific Sage Evolution version, however the thought process can be generalised. Please note the information contained in these articles should be treated as guidelines and adapted to accommodate differences in business processes and IT environments. Articles may not be applicable to all environments. If this article did not resolve your query please contact Kiteview Technologies Support Department on:  (+27) 010 005 6678.

About Us
Kiteview Technologies (Pty) Ltd was founded in May 2010 to provide the Sage Evolution Business Management solution to the SME market. The management team of Kiteview have combined +30 years of experience in the delivery of small to mid-market Financial & Business Management solutions. This experience, combined with a sound project implementation methodology has helped in Kiteview’s growth, becoming a Platinum status partner for SAGE Pastel within just 1 year.

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