Search HansaManuals.com HansaManuals Home >> Standard ERP >> Sales Orders >> Sales Order Register Previous Next Entire Chapter in Printable Form Search 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.--- 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:
--- The Sales Order register in Standard ERP:
|