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Before you can start creating projects, you may need to create master records of the following types: Project Roles and Project Types. However, you can easily create all the necessary master records of these and other types when creating a project.
The Projects list
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- Customer Order: To record the goods and services requested by the customer in this project.
- Inventory Write Off: To register the issue of inventory items needed for the project form from a warehouse.
- Invoice: To bill the customer (client) for the provided goods and services rendered within the project.
- Invoice Received: To register the purchase of goods and services required for the project.
- Purchase Order: To order the goods and services required for the project.
- Quotation: To set the prices to be offered to the customer.
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To add a group (folder), click the Create Group button on the form toolbar. This opens the Projects (Create folder) dialog box. In the Description field, enter the description of this group (folder).
The "Projects (create folder)" form
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