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.

    • Related Articles

    • 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 ...

    • System Settings

      System Settings control global configuration options for PanatrackerGP. Access System Settings from the Panatracker portal under Configure > System Settings. General Settings The majority of these settings are legacy settings for WM environments. For ...

    • System Settings

      System Settings control global configuration options for PanatrackerGP. Access System Settings from the Panatracker portal under Configure > System Settings. General Settings The majority of these settings are legacy settings for WM environments. For ...

    • PO Receiving Settings

      Configure PO Receiving settings to enable receiving purchase orders through PanatrackerGP. These settings are profile-level settings. Core Settings Enable Receive Inventory — Enable the PO Receiving transaction for profiles set as 'True'. Batch Code ...

    • PO Receiving Settings

      Configure PO Receiving settings to enable receiving purchase orders through PanatrackerGP. These settings are profile-level settings. Core Settings Enable Receive Inventory — Enable the PO Receiving transaction for profiles set as 'True'. Batch Code ...