This tutorial will walk you through linking various objects to Projects in Cetec ERP.

Quotes

• To link a quote to a project, click the pencil icon for the quote header. Click more options to see the Projects field.
• Enter the project ID number for your customer’s project then click ok.

Internal/External Orders

• To link an internal or external order to a project, click edit on the left hand navigation menu of an order.
• Scroll down and click to expand Billing/Sales Information.
• Add the Project ID number to the project field for Internal Orders. External Orders will have a dropdown menu of customer projects to select from.

PQuotes/POs

• To add a project to a PQuote, click the pencil icon to edit the PQuote Header.
• Scroll down and click More Options.
• Enter the project ID or name in the Project Name text field. Select the project from the dropdown menu then click ok.
• To link a project to a PO, or to verify a project has been added to a PO, click Edit on the lefthand navigation menu of the PO.
• Scroll down to the project name field and select the project from the dropdown menu, or verify the project name was generated when added to the PQuote preceding the PO.
• Click Update Header

Viewing the Project

• To view all objects linked to a project, click Sales > Quotes > Projects.
• Search for your internal or external customer and click submit.
• Click on the project ID you want to find objects linked to.
• Here you can use the lefthand nav to see all objects linked to a project.