How to Set Compulsory Select Project or Detail Project

How to set Compulsory Select Project or Detail Project

Problem Scenario:

End-users may forget to select a project in the transaction which will affect the reporting related to Project module.

Resolution:

Set Compulsory Select Project or Compulsory Select Detail Project in User Default Settings.

Note: 

This is only applicable to the following Optimum Packages:

• Optimum Financials
• Optimum Advance
• Optimum Core
• Optimum Edge
• Optimum Ace

Make sure that the User Default Setting is enabled in Module Manager. Go to File > Modules.

There are two ways this is done. Per User Role or User.

Per User Role

Go to Maintenance > User Roles > User Default Role Settings. Select a particular User Role and tick either Compulsory Select Project or Compulsory Select Detail Project then click Save.

Per User

Go to Maintenance > User Roles > User Default Settings. Select a particular User and tick either Compulsory Select Project or Compulsory Select Detail Project then click Save.

Please note that Compulsory Select Project and Compulsory Select Detail Project cannot be set at the same time for the same User(s) and User Role(s). Please see below for the difference of the two.

This pertains to Global Project (Compulsory Select Project) which means the whole transaction is allocated to one Selected Project.

While this one pertains to Detail Project (Compulsory Select Detail Project) and it allows multiple Projects in a single transaction.

How does it work?

If the user forgot to select a Project or Detail Project(s), a validation error will appear to remind the user to select a Project upon saving the transaction. 

Compulsory Select Project

Compulsory Select Detail Project

NOTE:

For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph