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Creating and maintaining projects - Doc tab

You will see this screen by clicking the Doc. tab in a project maintenance screen at Projects ➔ Projects ➔ Maintain projects. For more information, see Creating and maintaining projects. In this tab, you can obtain an overview of documents related to the project. You can view the documents that are generated when processing requests and orders (for example, sales orders, delivery notes, and purchase orders) and attach additional information to the project in various formats.

Fields

Note: By default, the following columns are displayed. It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Created

This column displays the dates on which the documents were created.

Type

This column displays the types of the documents.

Subject

This column displays the subjects of the documents.

Our ref.

This column displays the internal references of the documents.

Your ref.

This column displays the external references of the documents.

Order number

This column displays the numbers of the generated orders.

Account

This column displays the codes and names of accounts linked to the generated orders.

Name

This column displays the names of accounts linked to the generated orders.

 New

Click this to create a document for the project. 

 Edit

Click this to edit the selected document. 

Note: This is enabled only when you select a document.

 Delete

Click this to delete the selected document.

Note: This is enabled only when you select a document.

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.215.291
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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