Pre-Sales Stage Process Overview
# | Stage | Modules | Required Master Data |
1 | Lead Found | Opportunities | 1. Sales Cycle 2. Contact |
2 | Potential customer request project schedule | Jobs (i.e. Customer Project Schedule) | |
3 | Potential customer request for quotation | Sales Quote | 1. Customer 2. Item |
Stage 2 - Potential customer request project schedule - Create Job
Create Job – customer project schedule by request.
Step 1 - Open the Opportunity Card, Select New in Job No. pull down menu
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Step 3 - Select Process, Copy Job Tasks from… action
Step 4 - Select Job template record for copy the job tasks line (i.e. Project Tasks)
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- Click on Start Date field to open the job planning lines card
- To easy to fill up job planning line for all tasks, clear the Job Task No. filer (1) , then click Edit List action (2), and then open the page to new window
- Separate line for start date and end date.
- If the tasks are planned to complete in 1 day, you need to create 2 line for the tasks.
- 1st line enters the plan start date and 2nd line enter the plan complete date.
Step 7 - Close the page after completing the schedule.
Step 8 - Print Project Schedule Excel File from Jobs
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- Open the excel file, then click Run
- Enter the filter criteria (e.g. Job No, and the project start / end date)
- Save the excel file after the report is retrieved.
For more details, please see Basic Operation - Job (i.e. Project)