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Project
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- Last edited 3 years ago by Gelo
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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 |