Discussion

Difference between revisions of "Project"

 
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== Project ==
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<div style="text-align: center;">
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[[Maintenance]] | [[Project Aids]]
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</div>
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==Project==
 
This maintenance screen allows the user to configure and add projects for specific transactions.
 
This maintenance screen allows the user to configure and add projects for specific transactions.
  
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===== Project Record List =====
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=====Project Record List=====
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[[File:Project Record List.png|center|thumb|Project Record List]]
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[[File:Project Record List.png|center|thumb|Project Record List]]Notes:
  
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===== Adding Project =====
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*Project Record must be on '''ACTIVE''' status in order to use it on the following modules:
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**[[Sales Order]]
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**[[Purchase Requisition]]
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**[[Import Purchase Order]]
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**[[Purchase Order]]
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**[[Disbursement Voucher]]
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=====Adding Project=====
 
[[File:Adding Project.png|center|thumb|868x868px|Adding Project]]
 
[[File:Adding Project.png|center|thumb|868x868px|Adding Project]]
 
{| class="wikitable"
 
{| class="wikitable"
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*Project Code Field is a unique requirement on the Module. This cannot be edited once created.
 
*Project Code Field is a unique requirement on the Module. This cannot be edited once created.
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*For further instructions on how to Create a Project Record, the user may Visit the Project Job Aids which can be found [[Project Aids|here]]
  
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===== Editing Project =====
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=====Editing Project=====
 
[[File:Editing Project.png|center|thumb|870x870px|Editing Project]]
 
[[File:Editing Project.png|center|thumb|870x870px|Editing Project]]
 
{| class="wikitable"
 
{| class="wikitable"
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|•Name of the Project
 
|•Name of the Project
 
|•Alphanumeric
 
|•Alphanumeric
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|}
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|}Notes:
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*For further instructions on how to edit a Project Record, the user may Visit the Project Job Aids which can be found [[Project Aids|here]]
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<br />
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=====Project Options=====
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[[File:Project Options.png|center|thumb|Project Options]]Notes:
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*For further instructions on how to Import and Export a Project Record, the user may Visit the Project Job Aids which can be found [[Project Aids|here]]
  
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===== Project Options =====
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=====Project Importing Option=====
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[[File:Project Options.png|center|thumb|Project Options]]
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[[File:Project Importing Option.png|center|thumb|Project Importing Option]]Notes:
  
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===== Project Importing Option =====
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*For further instructions on how to Import a Project Record, the user may Visit the Project Job Aids which can be found [[Project Aids|here]]
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[[File:Project Importing Option.png|center|thumb|Project Importing Option]]
 
  
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===== Project Record Option =====
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=====Project Record Option=====
 
[[File:Project Record Option.png|center|thumb|Project Record Option]]
 
[[File:Project Record Option.png|center|thumb|Project Record Option]]
  
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Notes
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Notes:
  
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*Projects are one of the fields required in the Purchase Requisition Module.
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*For further instructions on how to View, Edit, Deactivate/Activate and Delete a Project Record, the user may Visit the Project Job Aids which can be found [[Project Aids|here]]
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**Project can be used as long as its status is "ACTIVE"
 
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***Old Transactions can still used the inactive record if it is used prior to deactivation of the project.
 
  
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===== Project View Record =====
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=====Project View Record=====
 
[[File:Project View Record.png|center|thumb|Project View Record]]
 
[[File:Project View Record.png|center|thumb|Project View Record]]
 
<br />Notes
 
<br />Notes
  
 
*Projects can be edit when viewing the Record.
 
*Projects can be edit when viewing the Record.
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*For further instructions on how to View a Project Record, the user may Visit the Project Job Aids which can be found [[Project Aids|here]] <br />
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Project]]
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|-
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|Sales
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|[[Sales Order]]
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|-
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|Purchase
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|[[Purchase Requisition]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]]
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|-
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|Financials
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|[[Disbursement Voucher]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Project Aids]]
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|-
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|Sales
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|[[Sales Order Aids]]
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|-
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|Purchase Aids
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|[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]
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|-
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|Financials Aids
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|[[Disbursement Voucher Aids]]
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|}<br />

Latest revision as of 13:36, 16 April 2021

Project

This maintenance screen allows the user to configure and add projects for specific transactions.

Project Record List
File:Project Record List.png
Project Record List

Notes:

Adding Project
File:Adding Project.png
Adding Project
Field Description Expected Values
1.Project Code •Reference Code for Project •Alphanumeric
2.Project Name •Name of the Project •Alphanumeric

Notes:

  • Project Code Field is a unique requirement on the Module. This cannot be edited once created.
  • For further instructions on how to Create a Project Record, the user may Visit the Project Job Aids which can be found here
Editing Project
File:Editing Project.png
Editing Project
Field Description Expected Values
1.Project Name •Name of the Project •Alphanumeric

Notes:

  • For further instructions on how to edit a Project Record, the user may Visit the Project Job Aids which can be found here


Project Options
File:Project Options.png
Project Options

Notes:

  • For further instructions on how to Import and Export a Project Record, the user may Visit the Project Job Aids which can be found here
Project Importing Option
File:Project Importing Option.png
Project Importing Option

Notes:

  • For further instructions on how to Import a Project Record, the user may Visit the Project Job Aids which can be found here
Project Record Option
File:Project Record Option.png
Project Record Option

Notes:

  • For further instructions on how to View, Edit, Deactivate/Activate and Delete a Project Record, the user may Visit the Project Job Aids which can be found here
Project View Record
File:Project View Record.png
Project View Record


Notes

  • Projects can be edit when viewing the Record.
  • For further instructions on how to View a Project Record, the user may Visit the Project Job Aids which can be found here
Categories:
Modules
Maintenance Maintenance | Project
Sales Sales Order
Purchase Purchase Requisition | Import Purchase Order | Purchase Order
Financials Disbursement Voucher
Job Aid Modules
Maintenance Aids Project Aids
Sales Sales Order Aids
Purchase Aids Purchase Requisition Aid | Import Purchase Order Aid | Purchase Order Aid
Financials Aids Disbursement Voucher Aids


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