Associate Projects with an AP Invoice

To specify the charge distribution for an AP invoice, you can associate projects with the invoice.

The Project grid on the General tab of the AP Invoice Approvals form is disabled if the AP invoice is already associated with a purchase order (if you specify a purchase order in the Purchase Order field on the General tab).

To associate projects with an AP invoice record:

1. On the Navigation menu, click Cash Management > AP Invoice Approvals.
2. On the General tab of the AP Invoice Approvals form, click Insert on the toolbar of the Project grid.
3. In the Description field of the new row, enter a description.
4. To select a project, click the Project field lookup. The Project Review and Project Info Center options on the Project grid toolbar become enabled. You can use those options to open and view the related project information of the project that you selected.
5. If your enterprise uses expense codes, select an expense code in the Expense Code field.
6. To select an account, click the Account field lookup.
7. If your enterprise uses tax auditing, complete the following actions:
   1. Fill in the Net Amount field.
   2. Fill in the Amount field.
   3. Click the Total Tax Amount field to open the Tax Codes dialog box, select the tax code for the project, and then click OK to close the dialog box.
8. Click Save.