I have created Sales Order and linked it to Project this way:
- created Sales Order with some items (material, services) by Selling–Sales Order–New
- created Project (Projects–Project–New Project)
- went back to Sales Order and entered created Project name (Sales Order–More Info–Project)
- there is no Project in Sales Order dashboard
- if I filter project list by Sales Order nubmer, list is empty
- field Project–Customer Detail–Customer is empty (even if Sales Order is linked to Customer)
- field Project–Costing and Billing–Total Sales Amount is empty (even if Sales Order contains Items)
- on Project dashboard is correctly shown linked Sales Order
- if I filter Sales Order list by Project number, it shows linked Project
What could be wrong? Looks like the link between them is working only in one direction.
EDIT: I intentionally do not enter Sales Order name to Project–Customer Details–Sales Order, as it doesn’t make sense for me - I usually have several Sales Order for one Project.