Project Card
For each customer a Project card must be created:
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Create a new entry on the Project card
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Select the Customer No.
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Other fields in the header of the card are usually optional, for example Address, Contact, Your Reference, Person Responsible etc.
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Create one Task on the Project:
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It does not matter what is put into Project Task No.
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The Project Task Type needs to be Posting, which is the default value
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The Status of the Project needs to be Open, which is also the default value.
In earlier versions of BC, the Projects were called Jobs.
=> Some fields of the Wisefish Warehouse module still contain the word “Job”.
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