User Guide › Projects Management › List
Overview
Use New Direct Order in Projects Management to work with a direct order record in the Client : Vendor : Order / Draft stage. This view is relevant when an order is being prepared as a Draft and requires review before you finish working with the record.
Steps
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Select PM from the application navigation bar to work in Projects Management.
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Open the New Direct Order record and select the Client : Vendor : Order / Draft tab.
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Review the order line information shown in the Draft view. The view displays line values such as unit, quantity, percentage, amount, and currency.
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Select Save to retain your work on the New Direct Order.
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Select Save and Close when you have finished working with the record and want to close the form.
Client : Vendor : Order / Draft
The Client : Vendor : Order / Draft stage contains direct order line information for the client and vendor order context. Use this stage to review the Draft order lines and their displayed quantities and monetary values before saving the record. The available controls do not specify an action for moving the record to another stage.
Tips & cautions
Note: The available stage is labelled Client : Vendor : Order / Draft, indicating that the order is being handled as a Draft in this view.
Tip: Use Save while continuing to work on the form. Use Save and Close when you have completed the current editing session.
Result
You have saved the New Direct Order by using Save or Save and Close.
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