Creating draft project asset interface records by group

  1. Select Conversion And Interfaces > Draft Project Asset Interface.
  2. Select a Company or Company Group, but not both.
  3. Select Project or Project Group, but not both.
  4. Specify this information:
    Select Transaction Through Date
    Select the through date for the draft project asset records to interface.
    Date
    Select whether to use the posting date or the transaction date to select transactions.
    Include Repairs
    Optionally, select this check box to include repairs.
    Summary Code
    To summarize records, specify a summary code.
  5. Click Submit.