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Home
  • SuiteApps

    • Project Financials
    • File Storage
    • Project Storage
  • Utility Apps

    • Code Libraries
    • Portal
FullClarity
  • Home
  • Project Financials
  • File Storage
  • Project Storage
  • Retainage
  • Utilities

    • Code Libraries
    • Portal

Project Storage

  • Introduction
  • Installation & Configuration
    • Deployment
    • Configuration
  • Purchase Orders
    • Auto Billing Purchase Orders

Introduction

This is the project storage documentation. Note - this section is still under development.

Installation & Configuration

Deployment

The SuiteApp should be installed via the SuiteApp Control center. The deployment process will install all files and objects contained in the suiteapp.

Configuration

Preference Settings

The following preference settings need to be set:

  • Setup -> Accounting Preferences -> Order Management -> Receiving. Uncheck "Bill in advance of Receiving"

Purchase Orders

Auto Billing Purchase Orders

There are times when it is preferable to automatically generate the supplier invoice. For example, some trades may prefer not to send an invoice at the completion of their work.

Last Updated: 7/1/21, 2:04 PM
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