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Module Guide: RAB Inbox (Project Budget Inbox) Module Location Project > Project Budget > RAB Inbox Module Objective The RAB Inbox module serves as the approval center for all Project Budget (RAB) documents that have been submitted. This is the final contr...

Module Guide: Project Sales Order Module Location Project > Project Sales Order Module Objective The Project Sales Order module is used to create a Sales Order (SO) document that is specifically related to a project. Unlike a regular sales order for goods,...

Module Guide: Project Sales Order Inbox Module Location Project > Project Sales Order > Project Sales Order Inbox Module Objective The Project Sales Order Inbox module serves as the approval center for all Project Sales Order documents. Every Project SO th...

Module Guide: Transaction List (Transaction Type Setup) Module Location Project > Project Purchasing > Transaction List Module Objective The Transaction List module serves as the master data hub for creating and managing a list of Transaction Types or Proj...

Module Guide: Category List (Project Transaction Types) Module Location Project > Project Purchasing > Category List Module Objective The Category List module serves as the master data hub for creating and managing a list of Transaction Types or Project Ca...

Module Guide: Project (Project Master) Module Location Project > Project Purchasing > Project Module Objective The Project module serves as the center for creating and managing the master data of all projects related to purchasing. This is where you define...

Module Guide: Project List (Project Master & Lifecycle) Module Location Project > Project List Module Objective The Project List module serves as the center for creating, managing, and tracking the lifecycle of the company's formal projects. This is where ...

Module Guide: Project Material Requisition Module Location Project > Material Requisition Module Objective The Material Requisition module is used to create a request document for materials or goods that will be used specifically for a project. Unlike a re...

Module Guide: Project Material Requisition Inbox Module Location Project > Material Requisition > Material Requisition Inbox Module Objective The Material Requisition Inbox module serves as the approval center for all Material Requisition documents that ha...

Module Guide: Material Requisition Shipment Module Location Project > Material Requisition > Material Requisition Shipment Module Objective The Material Requisition Shipment module is a transactional module used by the warehouse team to execute a goods iss...

Module Guide: Project Activity Tracking Module Location Project > Project Activity Details Module Objective The Project Activity Tracking module serves as a dashboard for monitoring and updating the progress of all ongoing projects. This module is used by ...

Module Guide: Project Material Return Module Location Project > Project Material Return Module Objective The Project Material Return module is used to record the process of returning leftover or unused materials or goods from a project back to the warehous...

Module Guide: Project Material Return Inbox Module Location Project > Project Material Return > Project Material Return Inbox Module Objective The Project Material Return Inbox module serves as the approval center for all Project Material Return documents....

Module Guide: Project Activity Completion (Activity Completion & Costing) Module Location Project > Project Activity Completion Module Objective The Project Activity Completion module is a transactional module used to record the completion of a project sta...

Module Guide: Project Activity Completion Inbox Module Location Project > Project Activity Completion > Project Activity Completion Inbox Module Objective The Project Activity Completion Inbox module serves as the approval center for all Project Activity C...

Module Guide: Project Delivery Order Module Location Project > Project Delivery Order Module Objective The Project Delivery Order module is used to create a goods shipment document (Delivery Order) that is specifically intended for a project. Unlike a regu...

Module Guide: Project Delivery Order Inbox Module Location Project > Project Delivery Order > Project Delivery Order Inbox Module Objective The Project Delivery Order Inbox module serves as the approval center for all Project Delivery Order documents. Ever...

Module Guide: Project Invoice Module Location Project > Project Invoice Module Objective The Project Invoice module is used to create a billing document or invoice for a customer based on the progress or stages of a project that have been completed. This m...

Module Guide: Void Project Invoice Module Location Project > Void Project Invoice Module Objective The Void Project Invoice module is a correction tool used to void a Project Invoice document that was created in error (e.g., wrong value, wrong stage, or wr...

Report Module Guide: Project Transaction Journal Module Location Project > Transaction Journal Module Objective The Transaction Journal module within the Project menu is a reporting center that is used to display, search for, and audit all accounting journ...