47 lines
2.1 KiB
Markdown
47 lines
2.1 KiB
Markdown
---
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title: Project Codes
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---
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## Project Codes
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A project code is a unique identifier assigned to a specific project, which helps in tracking and organizing project-related activities and resources. It enables easy retrieval of project-related data and facilitates project management and reporting.
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### Assigning to Orders
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Project codes can be assigned to various orders within the system:
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- [Build Orders](../manufacturing/build.md)
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- [Purchase Orders](../purchasing/purchase_order.md)
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- [Sales Orders](../sales/sales_order.md)
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- [Return Orders](../sales/return_order.md)
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By assigning a project code to an order, users can easily track and manage orders associated with specific projects, enhancing project oversight and resource allocation.
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For orders with external companies, which support individual line items, project codes can be assigned at the line item level, allowing for granular tracking of project-related activities. In such cases, the project code assigned to the order itself serves as a default for all line items, unless explicitly overridden at the line item level.
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### Managing Project Codes
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Management of project codes (such as creating or editing codes) is accessed via the [settings page](../settings/global.md). Select the *Project Codes* tab to access project code configuration options:
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{{ image("settings/project_codes.png", "Project Codes") }}
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| Name | Description | Default | Units |
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| ---- | ----------- | ------- | ----- |
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{{ globalsetting("PROJECT_CODES_ENABLED") }}
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#### Enable Project Code Support
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By default, project code support is disabled. Select the *Enable Project Codes* option to enable support for this feature
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## Assigning Project Codes
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Project codes can be assigned to an order when the order is created, or at any later stage by simply editing the order. If project code support is enabled, a *Project Code* field is available in the order details form:
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{{ image("purchasing/assign_project_code.png", "Assign Project Code") }}
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## Filtering by Project Codes
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The order tables can be easily filtered or sorted by project code:
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{{ image("purchasing/filter_by_project.png", "Filter by Project Code") }}
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