Project Management Setup Options
Modified on Fri, 28 Sep 2018 12:30 by katie — Categorized as: Project Management, Setup Options
Setup Options & Definitions
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ADJAP
- Adjutant Accounts Payable module is installed.
ADJAR
- Adjutant Accounts Receivable module is installed.
CHKTSKPOLINK
- If set, check open linked po and if record found, hide the complete button and display the Open Linked PO message.
COLORBYDEPT
- Color codes tasks by Department instead of by Priority. The Department Color Picker (Maintain >> Task Management >> Dept Color Picker) may be used to determine the color coding.
MSNAUTOTASK
- Automatically creates a Default phase and task when a new project is created.
MSNCONTRACTTAB
- MSNCONTRACTTAB
MSNDROPNAME
- Makes the drop folders have the XXXXXX-YYYYYY where xxxxx is the ProidID or Proj Numbe based on NEWMSNNUM setting, and YYYYY is the project name.
MSNHOLDOHF
- If set, change OHF counter update logic to ignore SO and WO on hold. Change SO screen to check hold status of linked project and update projhold as needed.
MSNLIMITJC
- If set, access to the Project Job Cost tab is disabled unless project security token (MSN1) option VIEW JC TAB is enabled or unless user is admin.
MSNLOADPHASEEXPAND
- If set, expand all branches in phase tree.
MSNLOCKPHASESTART
- If set, enable a new Project S11 security token to control access to edit the Start Date on a phase.
MSNMULTITASK
- If set then show list of phases on task tab of project and allow selecting multiple ones.
MSNNEWDATELOGIC
- If set, show the new Ship Date and PWO Due Date fields on the phases tab of project control.
MSNNOCHILD
- If set, then don't ask if a phase is a child of selected phase when a new phase is being created.
MSNNODELTASK
- MSNNODELTASK
MSNNOENDDATE
- If set, ending shipping date on Master tab is set to blank. This date is used to create the ending date on the default phase when saved (onsite date).
MSNNOSTARTDATE
- MSNNOSTARTDATE
MSNNUM
- Project Number
MSNNUMBERPHASE
- MSNNUMBERPHASE
MSNPENDDATELOCK
- MSNPENDDATELOCK
MSNPHASEMAT
- Summary report is grouped by Phase+CommCode+Item and custom report can be adjusted to show correct grouping. If not set then phase is not used in grouping.
MSNPICKPHASE
- If set, when creating an SO from a Project, the user will be prompted to pick a phase for the SO.
MSNREQCUST
- Requires a customer to be entered before saving a new Project.
MSNTASKTASKSORT
- If set, the default sort on the task grid of the project task tab is by task.
MSNTRANSDAYS
- If set, show new transday field on Project Control. Trans days are calculated using drive time from project whse to main shipto using 10 hour drive days.
MSNUPLINKEDSO1
- If set, update linked SO load date with load date from associated project phase.
MSNUSERWHSE
- If set, use users default whse as shipping whse for generated SO. CalcPlant Logic will set production plant based on Whse PP rules.
NEWLOOKUP
- NEWLOOKUP
NEWMSNNUM
- If set, then map project drop folders to Project Number instead of Project ID.
NEWTASKSEQ
- Tasks are given a new SO sequence number (CID Counter) that is separate from the Sales Order counter. The counter is set up in the CID Maintenance screen, on the Counters tab.
OPENPOSHOWUSE
- When set and report is run in detail mode, qtyissue field has qty of item used on linked svrord line.
PROJALLOCINV
- Sets the "Allocate Inventory" option to be checked by default on the Project Control
PROJAUTOSONUM
- Automatically numbers sales orders generated from the Project. Project ID is used as first SO. A dash with a number starting at 01 will accompany future sales orders (PROJID)
PROJCLOSESOCLOSE
- PROJCLOSESOCLOSE
PROJCOMPSOCLOSE
- PROJCOMPSOCLOSE
PROJECTRESOURCE
- Turns on the following logic on the timesheet_daily page:
1. Gray out the client field and set the cursor to start in the project field.
2. Change the Project field to be a drop-down with Project and Phase listed. Limit the options to Projects that are linked to the Resource.
3. Automatically set the Resource to the logged in user and do not allow the user to change this field.
4. Automatically set the bill code according to the Project-Phase-Resource and do not allow the user to change this field.
PROJHELDFOR
- Automatically generates a HeldFor record in the HOLDER rule for projects that are set to allocate inventory.
PROJOPPDVMBSID
- PROJOPPDVMBSID
PROJOPPNOTES
- PROJOPPNOTES
PROJOPPSP
- projoppsp
PROJOPPWONLOSTTOP
- projoppwonlosttop
PROJTASKCRANE
- If enabled, fill out quest1,quest2 and quest3/Quest4 with questions/answers from AFI system. Shows the answers to the three questions related to the AFI Crane app.
PROJTOSHIPTO
- The Project Name is used as the Ship To location name when generating a new Ship To from Project Control.
S2PBYPHASE
- Changes S2P to make due dates from linked phases, also splits PWOs by phase and department.
SHOWASSETQTY
- If set, show new AssetQty on RTASSET table, AssetQty on task grid on project screen, and Complete count field on Project Master Tab.
SHOWKEY
- SHOWKEY
SOSETSP
- Default User in Salesperson drop
TASKDUEAT5
- If set, duedate will be set to 5pm for route generated tasks.
USEMSNASSONO
- Forces Sales Order number to match Project number in auto.