Project Maintenance

Program/Screen: CXCMJM/CXCMJM20

Description:

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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Navigation

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.

 

Unique Project Maintenance Screens

Project Maintenance - Launch

Project Maintenance

 

Where Used

Customer Job Entry

 

Fields

Project Number

Displays the number of the project you are maintaining.

 

Status

Enter the current status of the project.  Valid codes include:

 

Name

Enter the name of the project.

 

Job Location

Enter the address or location of the job site.

 

Estimated Date of Completion

Enter the date when you estimate that the project will be complete.

 

Owner

Enter the name of the owner of the project or job site.

 

Status Update #1

If applicable, enter a user-defined company job update code.  These codes are set up under default reason code MJ in Cross Application Maintenance.

 

Owner Address

Enter the address of the owner of the project.

 

Status Update #2

If applicable, enter a user-defined company job update code.  These codes are set up under default reason code MJ in Cross Application Maintenance.

 

Field Representative

Enter the ID of the sales representative who is associated with this project.

 

Setup Date

Enter the date that the project was created.

 

Customer Number

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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Phone

Enter the phone number of the project's owner.

 

Lender

If applicable, enter the name of the lender associated with the project.

 

Builder

If applicable, enter the name of the builder/general contractor associated with the project.

 

Lender Address

Enter the lender's address.

 

Builder Address

Enter the builder's address.

 

Lender Phone

Enter the lender's phone number.

 

Builder Phone

Enter the builder's phone number.

 

Landmark

Enter a landmark near the project site to help delivery driver's locate it.

 

Function Keys

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.

 

Related Programs

Customer Job Entry

Landmark Maintenance

 

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