Grouping Write up/down dimensions based on resource dimensions

Overview

Currently, dimensions are filtering based on resource dimensions in Write up/Write down form. Usually, project dimension will not be defined at resource level. In this case, few dimensions (such as Project, Client, etc.) should be filtered based on transactions from invoice proposal in Write up/Write down form. This enhancement allows users to control the default dimensions for grouped adjustments through parameters.

Key features

Front-End Configuration

• Parameter control – Users can now choose between defaulting dimensions from Resource or Invoice transactions, providing flexibility and customization options to suit specific project needs.
• Navigation path: Go to Project management and accounting > Setup > Project management and accounting parameter > Invoice tab
  

Functionality

By selecting the desired enum value in PMA parameter, group adjustment in write up/down screen within invoice proposal will be correctly grouped.

Navigation path: Go to an existing invoice proposal > Select Invoice lines > Click Write up/down

Impact on existing Feature – Simple Adjustment

The functionality will work as it is. However, if the users require the dimension to be defaulted from invoice transactions rather than from resource, then they need to change the configuration as described above.