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[Najeem JanatAli]

Hi 

Whats the best practise to set up Categories in Procurement and project, since its integrated. When entering PR and project category drives the posting account and over write procurement account set up

Whats the best practise and how system works

please advise

Thanks and regards

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Nazim Lalji

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[Ludwig Reinhard]

Hello Nazim,
I often see companies establishing procurement categories with the same name as their project categories.
As the procurement categories can be linked to the project categories there is no confusion or inconsistency.
Is this what you mean?
Best regards,
Ludwig

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Ludwig Reinhard
Sycor
Goettingen
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[Najeem JanatAli]

HI Ludwig
We have Project categories created as main account. Then when we set up Procurement we use Project categories which is a main account linked Procurement categories. instead of naming convention we used GL account number,
Is anything wrong with this or its ok
please advice
thanks 

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Nazim Lalji

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[Ludwig Reinhard]

Hello Nazim,
Setting up procurement and/or project categories in line with your ledger accounts in generally not wrong.
I saw a couple of companies who used a similar setup.
The issue is, however, that the people who have to work on projects are often not familiar with ledger account numbers if not properly trained.
If this works out for you then this is fine.
Yet, please double check with your project managers and the people recording transactions on projects whether they are ok with this setup.
Best regards,
Ludwig

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Ludwig Reinhard
Sycor
Goettingen
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