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Create a Project for Invoicing Storage

Project Card

For each customer a Project card must be created:

  1. Create a new entry on the Project card

  2. Select the Customer No.

  3. Other fields in the header of the card are usually optional, for example Address, Contact, Your Reference, Person Responsible etc.

  4. Create one Task on the Project:

    1. It does not matter what is put into Project Task No.

    2. The Project Task Type needs to be Posting, which is the default value

  5. The Status of the Project needs to be Open, which is also the default value.

image-20240619-110436.png

Project card

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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