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Message

"Project organization must be a customer within the Project Owning Organization's legal entity..."


Cause

When clicking "Generate Unanet Invoice" in the Project > List > Profile > Billing setup or editing a Project profile's Orgs, you may get the following message:




On this screen:

Solution

Step 1: Look up the Owning Organization of the Project (e.g., "Health-IT") under the Organizations dashboard. On the Financials tab, view which Legal Entity this Owning Organization belongs to.

Step 2: Look up the Project Organization of the Project (e.g., "Customer-1") under the Organizations dashboard. In the left menu under Customer Profiles, view the Legal Entity(ies) of which this Organization is a Customer.

** Step 3: Ensure that the values in Step 2 overlap with the value in Step 1.


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