Difference between revisions of "Project"
(Tag: Visual edit) |
(Tag: Visual edit) |
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| Line 1: | Line 1: | ||
<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Maintenance]] | [[Project]] | + | [[Maintenance]] | [[Project Aids]] |
</div> | </div> | ||
==Project== | ==Project== | ||
| Line 8: | Line 8: | ||
[[File:Project Record List.png|center|thumb|Project Record List]]Notes: | [[File:Project Record List.png|center|thumb|Project Record List]]Notes: | ||
| − | * Project Record must be on '''ACTIVE''' status in order to use it on the following modules: | + | *Project Record must be on '''ACTIVE''' status in order to use it on the following modules: |
| − | ** [[Purchase Requisition]] | + | **[[Sales Order]] |
| − | ** [[Import Purchase Order]] | + | **[[Purchase Requisition]] |
| − | ** [[Purchase Order]] | + | **[[Import Purchase Order]] |
| + | **[[Purchase Order]] | ||
| + | **[[Disbursement Voucher]] | ||
=====Adding Project===== | =====Adding Project===== | ||
| Line 78: | Line 80: | ||
|Maintenance | |Maintenance | ||
|[[Maintenance]]<nowiki> | </nowiki>[[Project]] | |[[Maintenance]]<nowiki> | </nowiki>[[Project]] | ||
| + | |- | ||
| + | |Sales | ||
| + | |[[Sales Order]] | ||
|- | |- | ||
|Purchase | |Purchase | ||
|[[Purchase Requisition]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]] | |[[Purchase Requisition]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]] | ||
| + | |- | ||
| + | |Financials | ||
| + | |[[Disbursement Voucher]] | ||
|- | |- | ||
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
| Line 87: | Line 95: | ||
|[[Project Aids]] | |[[Project Aids]] | ||
|- | |- | ||
| − | |Sales Aids | + | |Sales |
| + | |[[Sales Order Aids]] | ||
| + | |- | ||
| + | |Purchase Aids | ||
|[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]] | |[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]] | ||
| + | |- | ||
| + | |Financials Aids | ||
| + | |[[Disbursement Voucher Aids]] | ||
|}<br /> | |}<br /> | ||
Latest revision as of 13:36, 16 April 2021
Contents
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:
- Project Record must be on ACTIVE status in order to use it on the following modules:
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
| 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 |