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This text refers to program version 8.3  

Create Menu - Sales Order - Project Budget

This page describes the 'Project Budget' function on the Create menu in the Sales Order record window. If you are using iOS or Android, the 'Project Budget' function is on the + menu.

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The ‘Project Budget’ function allows you to create a Project Budget record from an Order. It will be an exact copy of the Order, reducing typing load and reducing the risk of error. To be able to use this function, the Job Costing option in the Configuration setting in the System module must be ticked.

Creating a Project Budget from an Order can be useful when you use an Order to plan precisely the Items (especially Stocked Items) that you will supply to complete a Project, and where you have agreed special pricing for those Items.

After saving the Order, create the new Project Budget by selecting ‘Project Budget’ from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The new Project Budget will be opened in a window entitled 'Project Budget: New'. This means that it has not yet been saved. Once you have checked that it is correct and, if necessary, made any amendments, save it by clicking the [Save] button (Windows/Mac OS X) or tapping √ (iOS/Android) in the Button Bar and close it using the close box (Windows/Mac OS X) or by tapping < (iOS/Android). Alternatively, if you no longer require the Project Budget, click [Cancel]. In both cases, you will be returned to the Order window.

If the function does not create a Project Budget record when expected, the probable causes are:

1. A Project Budget record for the Project already exists.
   

2. The Order has been marked as Closed.
   

3. The Project field on the ''Terms' card of the Order is empty. If you haven’t created a Project from the Order, you can do so by selecting 'Project' from the Create or + menu. This will close the Order window: re-open the Order and then create the Project Budget.
   

4. The Order has not been saved.

The Project Budget does not have the Hidden Line feature. If you have added a Hidden Line to the Order (using the 'Add Hidden Line' function) on the Row menu, it will not be transferred to the Project Budget. Lines below the Hidden Line in the Order will be transferred to the Budget.

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The Sales Order register in Standard ERP:

• Introduction
  

• Entering a Sales Order
  

• Controlling Prices in Sales Orders
  

• Inspecting and Changing Sales Orders
  

• Printing Sales Orders
  

• Operations menu
  

• Create menu, including:
  
  • Delivery
    

  • Invoice
    

  • Down Payment Invoice
    

  • Purchase Order
    

  • Workflow Activity
    

  • Email
    

  • Project
    

  • Project Budget
    

  • Returned Goods
    

  • Stock Movement
    

  • Request Approval
    

  • Cancel Approval Request
    

  • Add Customer
    

  • Add Item
  
  
• Row menu

Go back to:

• Home page for Sales Orders manual
  

• Home page for Standard ERP manual

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