How to Use the Finder to Select a Category Assigned to the Specified Project on Sage 300

Steps:

  1. Do one of the following:
    • Highlight the detail line, then click the Category column heading.
    • On the detail line, click the Category field once, then click the Finder that appears in the Category field.
  2. Highlight the category you want to use in the detail, click Select, and then click Close.  You can specify categories depending on the project type and accounting method.  The Finder shows only categories that you have assigned to the specified contract and project.
    • Note: If the current invoice was generated in Project and Job Costing, you cannot change the category.