Basic Project Configuration: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for project accounting in MYOB Acumatica, and to specify settings that affect the processing workflows.

Mandatory Configuration

To ensure that the basic project accounting configuration has been implemented properly, make sure that the necessary features have been enabled and settings have been specified, as described in the following checklist.

Form Criteria to Check
Multiple forms Make sure that the minimum company settings have been specified, as described in Company Without Branches: General Information, and the minimal required functionality has been implemented for all other functional areas to be integrated with the projects functionality.
Enable/Disable Features (CS100000) form Make sure that the Projects feature is enabled.
Projects Preferences (PO101000) form Save the default settings.
Table 1. Recommended ConfigurationTo speed the processing of documents and minimize errors, you should specify and save the recommended settings listed in the following table.
Form Criteria to Check
Projects Preferences (PO101000) form Make sure that the following settings have been specified on the General tab:
  • In the Non-Project Code box ( General Settings section), the non-project code is specified. This code must be specified in transactions, documents and document lines that are not related to any project. For convenience, the non-project code should be distinctly different from project IDs and should be short, such as the single character X, which is used by default.
  • In the Empty Item Code box ( General Settings section), the empty item ID is specified. This is the identifier to be used in project transaction, commitment, budget lines of a project, or pro forma invoice lines that are not associated with a specific item. The default empty item code is <N/A>.
  • In the Empty Item UOM box ( General Settings section), the default unit of measure of the empty item code is specified. The default value is HOUR.
  • In the Visibility Settings section, the check boxes are selected for the areas of the system in which the projects should be visible.

Other Settings That Affect the Workflow

You can affect the workflow of projects by specifying additional settings as follows:

  • To cause the system to post project transactions automatically once they are released, select the Automatically Post on Release check box on the General tab of the Projects Preferences (PO101000) form.
  • To cause the system to release project allocation transactions automatically, select the Automatically Release Allocation check box on the General tab of the Projects Preferences (PO101000) form.