Exact Globe+

Overview of project orders

Menu path

Projects ➔ Entries ➔ Project orders

Introduction

A project order is a Time & Material or Fixed project which is linked to a sales order. In this screen, you can search for project orders and maintain them by modifying, recoding, completing, and deleting.

Fields

You can filter the project orders or projects that you want to display by defining one or more search criteria and clicking Search. The projects that match the defined search criteria are then displayed. A list of options will be displayed when you click at Project Manager, Member, Account, Ordered by, Invoice to, and Sales order. From the list, make a selection and click Select.

Search

Click this to search for projects based on the defined criteria.

Clear

Click this to clear the defined criteria.

Rows

Type the number of rows to be displayed in each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. If you have more than 10 rows listed, you will see the Previous and Next buttons.

Click this to return to the previous list of results.

Note:

This is available only if the total number of projects that meet the defined criteria is more than the number defined at Rows.

Click this to display the next list of results.

Note: This is available only if the total number of projects that meet the defined criteria is more than the number defined at Rows.

Filter

Select starts with or contains to display projects with codes, descriptions, and account names that start with or contain the text defined at Project code, Description, and Name, respectively.

Warehouse

Select a warehouse to display projects linked to this warehouse. Select All to search for projects linked to all warehouses.

Note: This box is available only when you have SE1311 - E-Warehouse Management in your license.

From date

Type or select a date or range of dates to display projects that are planned on this date or within this period. Select the All check box to display projects that are planned on any date.

Note: Typing or selecting only the start date will display projects that start on and after the selected date. Typing or selecting only the end date will display projects that end on and before the selected date.

Project code

Type a full or partial description of the project to display projects with codes that start with or contain this text.

Description

Type a full or partial description of the project to display projects with descriptions that start with or contain this text.

Type

Select the Fixed and/or Time & Material check boxes to display projects with the corresponding type(s). You may select more than one.

Status

Select the Proposed, Active, Completed, and/or Blocked check boxes to display projects with the corresponding status. You may select more than one.

Advanced

Click this to expand the search criteria. You will see Project manager, Member, Account, Name, Ordered by, Invoice to, Sales order, and Show.

Project manager

Type or select a manager to display projects with this project manager. Leave this blank to display projects with any project manager.

Member

Type or select a project member to display projects linked to this project member. Select the All check box to display projects linked to any project member.

Account

Type or select an account to display projects linked to this account. Leave this blank to display projects linked to any account.

Name

Type a full or partial name of an account to display projects linked to accounts with names that start with or contain this text. Leave this blank to display projects linked to any account.

Ordered by

Type or select an ordered by debtor to display projects linked to this ordered by debtor. Leave this blank to display projects linked to any ordered by debtor. For more information, see Selecting ordered by debtor.

Invoice to

Type or select an invoice to debtor to display projects linked to this invoice to debtor. Leave this blank to display projects linked to any invoice to debtor.

Sales order

Type or select a sales order to display projects linked to this sales order. Leave this blank to display projects linked to any sales order.

Show

Select Parent to display only projects which are parent projects. Select All to display all projects.

After defining the search criteria, click Search to display the projects that meet the defined criteria.

Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Buttons

Recode

Click this to recode the selected project order. For more information, see Recoding.

Complete

Click this to complete the selected project order and update the status to Completed. For more information, see Completing a project or project order.

Note: You can only complete a project order if all its child projects and the linked sales orders, invoices, internal use requests and purchase orders are completed.

Multiple

Click this to create multiple project orders. For more information, see Creating multiple project orders.

Delete

Click this to delete the selected project order.

Open

Click this to view or maintain the selected project order. For more information see, Creating and maintaining projects.

New

Click this to create a single project order. For more information, see Creating project orders.

Close

Click this to exit.