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7.5.1.  Order Activity by Project
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7.5.1.  Order Activity by Project

To view Order activity by Project, select the "Order Activity by Project" option. The following screen will appear:

Order Activity by Project

When displaying Order activity by Project, you are presented with the following options:

Project #

Select a Project Number whose Order activity you want to display.

Show Types

Specify which Order type information you want to include in the display:

Sales Orders

Select to include details for any Sales Orders linked to the Project.

Work Orders

Select to include details for any Work Orders linked to the Project.

Purchase Orders

Select to include details for any Purchase Orders linked to the Project.

Tip

Some Projects may not allow all Order types to be assigned to them. If that is the case, you will not see information displayed for all Order types.

Orders

Display lists Orders associated with the selected Project, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

PRINT

Runs the report associated with this screen.

Right-clicking on an item in the Orders list enables you to select from the following context-sensitive menu options:

Edit P/O Item

Select to edit the specified Purchase Order Item.

View P/O Item

Select to view the specified Purchase Order Item.

Edit Sales Order

Select to edit the specified Sales Order.

View Sales Order

Select to view the specified Sales Order.

Edit Invoice

Select to edit the specified Invoice.

View Invoice

Select to view the specified Invoice.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

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