Manage Project Account Groups (PAGs) - REQConnect - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

REQConnect

Platform
OnBase
Product
REQConnect
Release
Foundation 24.1
License

The Manage Project Account Group setup screen in Costpoint affects which account values are available for selection in REQConnect.

  • Controls which GL accounts may be charged to a project.

  • Each account is created in the Manage Accounts screen and must have Project Required selected (see Manage Accounts).

  • Function Code: May be used to control the requirement of a labor charge when coding an invoice. If the function code is LABOR, then an IAConnect configuration setting can either require or not require a PLC code to be entered.

  • Active: An account may be set to inactive for a specific PAG and still be active for charging in other situations.