Entering a Project Budget - Text Card
- Text
- Ten lines of text are available which you can use perhaps to note any special comments about this Project and how the Budget was calculated.
- Leader
- Paste Special
Person register, System module
- Default taken from Project
- The member of your firm in charge of the Project.
- Salesman
- Paste Special
Person register, System module
- Default taken from Project
- The Salesman of the Project appears here.
- This field is used by the Limited Access module: please refer to the description of the Sales Group field below for details.
- Sales Group
- Paste Special
Sales Groups setting, System module
- Default taken from
Project or Salesman
- The Sales Group is brought in from the Person record after you have entered a Salesman. If the Limited Access module is present, this field can be used to prevent a user from seeing all Projects in the 'Project Budgets: Browse' window by restricting their view to their own Project Budgets or to those of their Sales Group.
- Please click here for full details of the Limited Access module.
- Language
- Paste Special
Languages setting, System module
- Default taken from Project
- The Language Code determines the text to be transferred from various registers and settings, for example the Item Name, text for Payment Terms, the selection of document forms etc. Leave the field blank to use the base Language.
You can also use the Language to determine the Form that will be used when you print the Project Budget, and the printer that will be used to print it. This can include sending the document to a fax machine, if your hardware can support this feature. Do this in the 'Define Document' window for the Project Budget document, as described here. You can change the Language before printing the Project Budget, to ensure it is printed on the correct printer or fax machine.
