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This text refers to program version 8.3  

Create Menu - Sales Order - Project

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

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This ‘Project’ function allows you to create a Project from a Sales Order. 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 from an Order can 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 ‘Project’ from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). 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 first line of the Comment field on the '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 (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, select 'Delete' from the Record menu (which has a 'cog' icon if you are using iOS or Android).

The Project Number will be copied to the Project field on the '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:

• If the Order contains a Stocked Item, a Project will only be created if you are using the Stocked Items Only On Sales Orders or the Both options in the Project Item Handling setting.
  

• If the Order contains a Plain Item, a Project will only be created if you are using the Allow Plain Items On Sales Orders option in the Project Item Handling setting.

After creating a Project from an Order, you may wish to create a Project Budget for the Project containing the Items in the Order. To do this, open the Order in a record window once again and select 'Project Budget' from the Create or + menu.

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, also in the Job Costing module. If you create a Project from a delivered Order, you will only be able to change or remove the Project from the field on the 'Terms' card of the Order so long as you have not created Project Transactions for the Delivery.

After creating a Project from an Order (i.e. if the Project field in an Order contains a Project Number), you will not be able to create an Invoice directly from the Order. 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 or from an Order that has been invoiced.

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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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