View changes in Proj Ops

Overview

New views have been added to the standard forms to enhance user experience, allowing users to easily access essential details without the need for personalizing the form.
evergreen Customer
Below fields have been added to the new view:
- Account number
- Account name
- Company
- Customer group
- Sales tax group
- Status
- Currency
- Payment terms
- Product price list
- Balance in accounting currency
- Owner
Sales > Customers > evergreen Customer (view)

evergreen Vendor

Below fields have been added to the new view:
- Account number
- Account name
- Company
- Vendor group
- Sales tax group
- Status
- Currency
- Payment terms
- Product price list
- Balance in accounting currency
- Owner
Projects > Vendors > evergreen Vendor (view)

evergreen Contract

Below fields have been added to the new view:
- Order ID
- Name
- Customer
- Company
- Contracting unit
- Contract status
- Requested delivery date
- Total amount
- Price list
- Balance in accounting currency
- Account manager
Sales > Project contract > evergreen Contract (view)

Project contract lines

A new menu item ‘Project contract lines’ has been added to the Sales module. Below fields are added to the view ‘evergreen Project contract lines’ view:
- Project
- Order
- Name
- Billing method
- Customer
- Contracting unit (project)
- Company
- Currency
- Estimated total cost (project)
- Actual total cost (project)
- Project manager (project)

Sales > Project contract lines (menu item) > evergreen Project contract lines (view)

Project service invoices

Field ‘Invoice ID’ is added to existing views – Project Service Invoices, Active Project Service Invoices, Draft Project Service Invoices.
Sales > Invoices