Use this function to create a Project from the Sales Order. This may be useful when a Customer calls and places an Order for services, and you need to create a Project immediately. Ensure you have saved all changes to the Sales Order and then select this function. The Order window will be closed, and a new Project will be created, containing Customer details from the Sales Order. The Description of the Project will be taken from the Comment field on the 'Del. Terms' card of the Order.

The new Project will be opened in a window entitled 'Project: Inspect. This means that it has been created and saved, and is being opened for checking. After amendment if necessary, save it by clicking the [Save] button in the Button Bar and close it using the close box. Alternatively, if you no longer require the Project, select 'Delete' from the Record menu.

The Project Number will be copied to the Project field on the 'Del. Terms' card of the Order. If a Project has already been created from the Order (i.e. if the Project field is not empty), you will not be able to create another Project. You will also not be able to create a Project from an Order if the Order contains Items that have been prohibited using the Project Item Handling setting in the Job Costing module:

A Project will only be created if the Order contains a Stocked Item if you are using the Stocked Items Only On Sales Orders or the Both options in the Project Item Handling setting.
A Project will only be created if the Order contains a Plain Item if you are using the Allow Plain Items On Sales Orders option in the Project Item Handling setting.

If you create a Project from an Order that has already been delivered, you should then use the 'Build Project Transactions from Deliveries' Maintenance function in the Job Costing module to create Project Transactions from the Delivery retrospectively. This will allow you later to raise Invoices using the 'Create Project Invoices' function. Take care to choose the correct Order in this situation: after creating a Project from an Order, you will not be able to change or remove the Project from the field on the 'Del. Terms' card of the Order, and you will only be able to create an Invoice using the using the 'Create Project Invoices' function.

You cannot create a Project from a Closed Order.

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