Project and Job Settings

Project and Job Settings

This section applies to setting options for GP Project Transfer and Key2Act settings for adjustments.

Project Transfer Settings

Enable Project Accounting Transfer — Enables the Project Transfer transaction.

Site Default for Project Transfer — Adds a default for the Site field on the Project Transfer for the site inventory is being issued from.

Batch Code for Project Transfer — Defines the Batch Code when a new Project Transfer transaction is submitted to GP:

  • Default Batch Code is PTGP_PATRANSFER
  • If no Batch Code is defined, the current date is used
  • Other Batch assignment options available

Allow Signature on Project Transfer — When set to true, a signature capture is enabled and prompted for after the review screen.

Allow User to Transfer More Than Budgeted — Budget items and quantities can be defined on the project as part of the GP project setup. Set to true to allow a project transfer for an item more than the total budget.

FlexField to Map to Reference Field — Maps a FlexField to the Reference field in GP.

FlexField to Map to Comment Field — Maps a FlexField to the Comment field in GP.

FlexField to Map to Requested By Field — Maps a FlexField to the Requested By field in GP.

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