Projects — Market › ProjectsInquirySaveSave and Close
Overview
Use Projects to work with project records in the Market application. Sales representatives, account managers, project managers, purchasing officers, warehouse users, and finance users can use the available actions to select related information, attach supporting files, and open project-related Lead, Inquiry, or Tickets actions where required.
Open the page from Market > Projects. The screen displays project information through the available selection field and attached files area.
Workflow
Open Projects from Market > Projects.
Projects — Market › Projects
Decide whether you need to work with an existing selection or begin by choosing a value. Use Select... to choose the available record or option.
Select the required value.
Confirm the selection with Ok.
Choose Cancel if you do not want to apply the selection.
Note: The screen provides a selection control but does not display a project status or stage. Confirm the selected information before saving.
Decide whether the project requires supporting documentation.
Select Attach to add files to the project.
Review the attached items in files[].
Attach only files that are relevant to the project record, such as commercial documents, customer correspondence, or operational supporting material.
Decide whether the project should be related to sales activity.
Select Lead when you need to open the available lead action.
Select Inquiry when you need to open the available inquiry action.
Select Tickets when you need to access the available ticket action.
Use these actions only when they are applicable to the project work being performed. The Projects screen does not provide further fields or workflow states for these actions.
Decide whether to save the work and remain on the record or finish the current session.
Select Save to retain the selected information and attachments while remaining on the Projects screen.
Select Save and Close to retain the work and close the record.
Select Cancel if you do not want to continue with the current action.
Tip: Use Save after attaching files or changing a selection, especially before opening another related action such as Lead, Inquiry, or Tickets.
Decide whether the record should be removed.
Select Delete only when the project record should no longer be retained.
Do not use Delete as a replacement for cancelling an unsaved change; use Cancel when you only need to abandon the current action.
Warning: Deleting a project record can remove the record from the Projects list. Verify that the record is not required for ongoing sales, purchasing, PM, Warehouse, or Finance work before selecting Delete.
Examples
A project team is collecting documents for a customer job that requires sales follow-up.
Open Market > Projects and use Select... to choose the relevant project information.
Confirm the selection with Ok.
Select Attach and add a supporting file, for example
customer-commercial-offer.pdf
.
Verify that the file appears under files[].
Select Inquiry if the team needs to work with the available inquiry action for the project.
Return to the project record and select Save to retain the selection and attachment.
When the review is complete, select Save and Close.
This process leaves the project record with the selected information and the supporting document available in its attached files list.
Tips
Tip: Keep attachments relevant to the individual project so that Sales, PM, Purchasing, Warehouse, and Finance users can locate the correct supporting material.
Note: Use Ok to confirm a selection made through Select.... Use Cancel when the selected value should not be applied.
Warning: Before selecting Delete, check whether the record is being used for Lead, Inquiry, Tickets, or other operational follow-up.
Troubleshooting
Symptom
Likely cause
Fix
The required information is not shown on the project record.
A value has not been selected through Select..., or the selection was not confirmed.
Select Select..., choose the required value, and select Ok. Then select Save.
An attached document is not visible after leaving the record.
The attachment or record changes may not have been saved.
Use Attach to add the file, verify it appears in files[], and select Save or Save and Close.
The wrong value was selected.
The selection was confirmed incorrectly.
Use Select... again, choose the correct value, select Ok, and save the record.
The user does not want to continue with the current action.
The user may be in the selection process or may have unsaved changes.
Select Cancel to stop the current action. Use Delete only when the project record itself should be removed.
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