Creating project options
If you are creating invoices for
projects, specify invoice prefix information.
- Select Financials > Receivables > Setup > Receivable Companies.
- Open a company record.
-
On the Project tab, specify this information:
Conditionally, the Project tab is available if you select the Project Invoicing check box in Enterprise Group.
- Credit Memo Prefix
- Specify the prefix that is attached to the credit memo number. The prefix is exclusive to projects.
- Invoice Prefix
- Specify the prefix that is attached to the invoice number. The prefix is exclusive to projects.
- Credit Reason Code
- Select the reason code that is used when creating a project credit memo.
- Click Save.