- Select the Work with reports/jobs – PROJECT menu item.
- You access Work with batch jobs. Select POM_REORG and click OK.
- You access Project reorganisation. Complete the following fields:
- Reorganise
- Indicate what is to be reorganised by ticking one of the following: Project or Quotation.
- Reorganise orders with end date before
- Enter a date indicating what project orders or quotations will be reorganised. All orders/quotations with a header end date that is equal to or less than the entered date will be reorganised. Note: If the end date on the order header is blank, today’s date will be retrieved. These orders will be removed during the next reorganisation.
- Print cost contr rep
- Indicate if a cost control report should be printed for all orders that are reorganised.
Use the selection fields to define and narrow down what project orders/quotations should be reorganised.
Click OK to process the reorganisation. All project orders or quotations that match the selection criteria you have specified on this panel will be removed from the project files. Exit the routine.