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Project Nominal Restrictions

If you create a project, you can specify which nominal codes (GL Codes / Account Codes) a buyer can choose from.

Firstly, when editing the project, switch the nominal restriction to ‘On’.

Once you have the codes ticked or set, you can set the priority. This means that we can set which has the priority, the division or the project. In fact, we can also set whether they are combined or intersected.

Example: 

Division has 5000, 5050, 6000, 6020

Project has 5000, 5020, 5050, 5090

If we set prioritise to ‘sum’ the user would see: 5000, 5020, 5050, 5090, 6000, 6020 in their select list when raising an order.

If we set prioritise to ‘intersect’ the user would see: 5000, 5050

This functionality results in a filtered Project select list when creating an order.