Prototype work often needs to be tracked separately from standard production so your team can report on R&D activity, keep planning assumptions clean, and avoid mixing one-off build behavior into normal job history. In Cetec ERP, you can do that by marking the relevant order line as R&D before the work order is treated as a prototype build.

The key is that the quote must be committed to an order first. Once you are on the order, you can change the order line settings and enable the R&D flag.

Prerequisite: Commit the Quote to an Order

Before you can designate a prototype build, make sure the quote has been committed to an order. The R&D designation is applied from the order record, not from the quote.

Open the Order and Enter Edit Mode

On the order overview screen, click “Edit” in the left-side menu to modify the order and its line details.

Open Advanced Options on the Order Line

Find the relevant order line, then click “Advanced” to view the full set of order line options.

Check the R&D Flag and Save

In the advanced options, check the “R&D” checkbox to designate the order line as prototype work.

Click “Submit” to confirm your changes.

Key Takeaways

• Commit the quote to an order before attempting to flag a prototype build.
• Use the order’s Edit screen to change order line settings.
• Open Advanced options on the order line to access the R&D checkbox.
• Submit the changes to save the R&D designation.

Conclusion

Marking prototype work as R&D on the order line is a simple step, but it helps keep prototype builds identifiable and separate from standard production history. Once your team knows where the setting lives, you can apply it consistently as you move work from quoting into execution in Cetec ERP.