Project Administration

1

Dear Team Members

As I am very fond of using Manager and I am more than happy how all parties involved are increasing the usability of the program

On this I would like to propose / ask the following.

As Manager is a strict accounting program; i.e. the moment of firm booking is leading I would ask if the project part of the program can be increased with purchase orders (not yet paid of no invoice yet received) but on order.

Further a payment or receipt should also be able to link directly in to a project. (now I have to add a line and delete it to get the field project see picture project 1 and project 2)

project 1
project 11125×135 4.86 KB

project 2
project 21286×142 8.63 KB

Or the custom report an option is to be made to present also purchase orders in a (designed) report.

Legally an order (not yet delivered) is not a part of the financial obligations, however for the balance of the project it is something to keep in the mind what will be hitting you.

Thanks and kind regards
Huib

2

If you select Project on purchase order, then it will become part of the cost of the project. Have you tried that?

3

@lubos
I did; that is working
but if i start from purchase quote, and copy in to purchase order that i do not have the option
rgds
huib

4

OK. What are you proposing should be happening instead of current behavior?

5

@lubos
at the momet all is working as it should be
i think i created the project to late in the process
i noted that you have to create the project and than you ccan link lines to it and not visa versa

but the complement still remains.
huib