Generate Unanet Invoice

The Generate Unanet Invoices checkbox will determine if the current project will participate in the Add Invoices process.  Once this item has been checked, a number of other attributes on the invoice setup tabs will be required.  The project's Owning Org is required when projects are configured to participate in invoicing.

Note: You can't clear this checkbox when the project has an invoice pending final approval (applicable to Cloud customers only).

Project Customer Organization Requirement

When using Unanet Financials (Use Financial Organizations (unanet.financials.use_financial_orgs) property enabled) and a project is configured to participate in Unanet Invoicing, the Project Organization for a project must be designated as a Customer for the Legal Entity of the Project's Owning Organization.   An Organization is identified as being a customer for a Legal Entity on the Organization >> Customer Profile screen.