Project Processor
Define Project Processors
Help
The Project Processor Window allows you to define different processes that you want to occur and the frequency and timing of these processes A Project Processor can be just for a specific Project Type or for all.
Window Type
Maintain
The Sales Transaction checkbox indicates if this item is a Sales Transaction.
Tabs
Project Processor
Description Project Processor Help The Project Processor Tab allows you to define processes that you want to occur and the frequency and timing of these processes. If no other user is found, the items are assigned to the supervisor. A Project Processor can be just for a specific Project Type or for all.
The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Name
Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Active
Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.
Project Type
Description Type of the project Help Type of the project with optional phases of the project with standard performance information
Project Task Category
Description Set Category for project task
Frequency Type
Description Frequency of event Help The frequency type is used for calculating the date of the next event.
Frequency
Description Frequency of events Help The frequency is used in conjunction with the frequency type in determining an event. Example: If the Frequency Type is Week and the Frequency is 2 - it is every two weeks.
Alert after Days Due
Description Send email alert after number of days due (0=no alerts) Help Send an email alert after the item is Due (after Date Next Action). If set to zero, no alert is sent.
Reminder Days
Description Days between sending Reminder Emails for a due or inactive Document Help When a document is due for too long without activity, a reminder is sent. 0 means no reminders. The Remind Days are the days when the next email reminder is sent.
Escalate after Days Due
Description Escalation to superior after number of due days (0 = no) Help The item will be escalated and assigned to the supervisor after the number of days over due. If 0, there is no escalation.
Supervisor
Description Supervisor for this user/organization - used for escalation and approval Help The Supervisor indicates who will be used for forwarding and escalating issues for this user - or for approvals.
Inactivity Alert Days
Description Send Alert when there is no activity after days (0= no alert) Help An email alert is sent when the request shows no activity for the number of days defined.
Days to keep Log
Description Number of days to keep the log entries Help Older Log entries may be deleted
Date last run
Description Date the process was last run. Help The Date Last Run indicates the last time that a process was run.
Date next run
Description Date the process will run next Help The Date Next Run indicates the next time this process will run.
Log
The Read Only indicates that this field may only be Read. It may not be updated.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Project Processor
Description Processor for Project Help Processor for Project
Created
Description Date this record was created Help The Created field indicates the date that this record was created.
Summary
Description Textual summary of this request Help The Summary allows free form text entry of a recap of this request.
Error
Description An Error occurred in the execution
Reference
Description Reference for this record Help The Reference displays the source document number.
Text Message
Description Text Message
Description
Description Optional short description of the record Help A description is limited to 255 characters.