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Register follow-up actions for a project order or quotation

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Using this function you can enter several follow-up actions that should be performed for a project order or quotation and distribute them among different handlers.

The procedure described below is for project orders. Note: Select the Work with project quotation planned follow-up menu item if you want to enter planned follow-up for a quotation. Apart from this, the procedure is identical with that of the project order.

  1. Select the Work with project planned follow-up menu item.
  2. You access Planned follow-up maintenance. Complete the following field:
    3. Project number
    Enter the project or quotation number for which you want to enter planned follow-up actions.
    Tip: Click Project reference to search for a project/quotation by your reference, or click Internal reference to search by internal reference.

    Click OK.

  3. You access the second Planned follow-up maintenance panel. (Note: If previous records exist, you must first click Add to access this panel). Complete the following fields:
    4. Line
    The line numbers are proposed by the system, but can be changed.
    Code
    Enter a code from the Follow-up code table indicating the type of action that should be taken.
    Description
    Enter a description of the planned action. If this field is left blank a description will be retrieved from the Follow-up code table.
    Date
    Enter the planned date for the follow-up action.
    Handler
    Enter a code from the Signature table indicating the planned responsible handler for the action.
    Note: Several follow-up records can be registered for the same project before you update the information.

    Click OK twice to confirm and update the added follow-up actions.

  4. You return to the initial Planned follow-up maintenance panel. At this point you have several options. You can:
    • Click Add to add more lines to the planned follow-up.
    • Select a line and click Copy to copy. You access Follow-up line copy. Specify the desired number of copies and click OK. The copy function duplicates the planned values and initialises the actual values (if they are already entered). You can change information in the fields.
    • Set the Close field to YES to close the action line. The line status will be set to 9 (closed). No more changes can be made.
    • Select a line and click Delete to remove the line. This is only possible if the line is not closed.

Exit the routine.

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