Use this program to create projectGrouping of multiple customer jobs working on the same development venture.s to attach to jobs for analysis and reporting purposes.
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Access this screen by entering a project number on the Project Maintenance - Launch screen. Enter the details of the project, and then press Enter to save the record.
Project Maintenance
Displays the number of the project you are maintaining.
Enter the current status of the project. Valid codes include:
A - Active
C - Closed (you cannot close a project with open jobs)
Enter the name of the project.
Enter the address or location of the job site.
Enter the date when you estimate that the project will be complete.
Enter the name of the owner of the project or job site.
If applicable, enter a user-defined company job update code. These codes are set up under default reason code MJ in Cross Application Maintenance.
Enter the address of the owner of the project.
If applicable, enter a user-defined company job update code. These codes are set up under default reason code MJ in Cross Application Maintenance.
Enter the ID of the sales representative who is associated with this project.
Enter the date that the project was created.
If applicable, enter the number of the customer associated with this project. If you do not know the number, press F4 to search for it.
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Enter the phone number of the project's owner.
If applicable, enter the name of the lender associated with the project.
If applicable, enter the name of the builder/general contractor associated with the project.
Enter the lender's address.
Enter the builder's address.
Enter the lender's phone number.
Enter the builder's phone number.
Enter a landmark near the project site to help delivery driver's locate it.
Function Key |
Description |
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
F3 |
Exit. Exit the page or program. |
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
F12 |
Cancel/Previous. Exit the program or move back a screen. |
F23 (Shift + F11) |
Delete. Delete the project record while in CHANGE mode. Press F23 again to confirm the deletion. |
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