Go to Projects ➔ Entries ➔ Project orders and click Multiple.
A project order is a Time & Material or Fixed project which is linked to a sales order. In this screen, you can create multiple project orders at one time. Creating a project order saves a lot of time because when you generate a project order, a Time & Material or Fixed project and a sales order are created concurrently and linked to each other.
You can filter the debtor account that you want to display by defining one or more criteria. A list of options will be displayed if you click at Manager, Classification, and Item.
Type or select an account manager to display the account(s) linked to this manager.
Type or select a classification to display the account(s) under this classification.
Type or select an item to display the account(s) linked to this item.
After defining the criteria, click Refresh to display the list of accounts that meet the defined criteria.
In the displayed screen, select the relevant check boxes and then click Generate to start generating projects orders for the selected accounts. Another screen will be displayed whereby you can select the type of project to be used and item to be linked to the project orders. You can also define the description of the project orders and their planned start and end date. For more information, see Creating project orders.
Click this to refresh the accounts based on the latest criteria defined.
Click this to select all accounts.
Click this to start generating project orders for the selected accounts. Before you can generate multiple project orders, you need to define the Item and Description similar to creating a single project order. For more information, see Creating project orders.
Note: This button is enabled only when at least one account is selected.
Click this to exit.