Create and retain a Projects Management direct order

Use the New Direct Order record to select an appropriate value, attach relevant files, and save the draft either open or closed.

Before you start

• A new direct-order record has been started in Projects Management.
• Confirm that the selected value is appropriate before saving.

Steps

1. Select... on New Direct Order — Provides a selection for the direct-order record.

   

2. Attach on New Direct Order — Adds a file to the direct order.

3. files[] on New Direct Order — Reviews files associated with the record.

4. Ok on New Direct Order — Accepts an attachment confirmation when displayed.

5. Cancel on New Direct Order — Stops an attachment confirmation without confirming the action.

6. Save on New Direct Order — Retains the record and keeps the screen open for further work.

7. Save and Close on New Direct Order — Retains the record and closes the current screen.

Result

Retains the record and closes the current screen. Confirm this on New Direct Order.

Screens involved

Projects Management > New Direct Order · Client : Vendor : Order / Draft