Create a project from a sales order
You can create a new project based on a sales order you have generated in the Sales Order Processing module.
Note: You can't do this if the order has a stock item on it.
To create a project from a sales order
Open: Project Accounting > Projects > Create Project from Sales Order.
- Display sales orders by:
- Clicking Show All Orders to display a full list of sales orders.
- Selecting the sales order from the Order no list.
- Entering the customer's reference in the Customer order number.
- Entering the Order date to display orders for a particular day.
- Selecting the invoice related to the order from the Invoice list.
- Selecting the related customer account by the account code, short name or postcode of the account holder.
- Select a sales order from the list and enter the project details:
- Enter the project code (if you manually enter project codes).
- Enter the name of the project in the Project Title box.
- Select the template to use for the project.
- Select the Project Item to be used as the default item for the project revenues.
-
To generate the project, click Create project.
The project record will be created.
- To enter or change the project's details or structure, choose Projects > Amend Project.
What do you want to do?
Create a project from project template.
Create a project from an existing project record (copying a live or archived project).
Create a project from a quotation
Other tasks
Enter or amend project details
Overview