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Becky Christiansen

Becky Christiansen

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  • Create Project

    • Name Project

    • Project Topics to review in a later meeting

      • Accounting

      • Project Health

      • Project Budget Summary

      • Tasks

  • Create Sales Orders

    • Parent Sales Order

      • INSTRGFKITGTGP77

      • INSTRGFKITGTNYPAN7FT

      • Question: Do you set the price to $0 at this point?

      • We will review tax at a later meeting.

    • Customer #1 Sales Order

      • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York

      • Add Order Note

    • Customer #2 Sales Order

      • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak 6'11" New York

      • Proj Gorilla Green Teak:Installation Gorilla Fence Green Teak Gate

      • Add Order note

  • Parent Sales Order

    • Explode BOM

    • Update Labor Line = Special Order

    • Insert Requisition

      • Creates Purchase Order for Labor

        • Review Related List in Project:

          • Purchase Orders

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