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Projekt Abwicklung (Tab 1)

Abwicklung / Auftrag

Um ein Projekt zu Speichern, muss der Anwender verschiedene Angaben zur Abwicklung tätigen.

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Beispiel Zahlungsbedingungen

Zahlungsbedingungen können - in den Einstellungen - zu einer Liste zusammen gestellt werden. Diese Vorauswahl wird hier angezeigt und kann vom Anwender ausgewählt und dem Projekt hinzugefügt werden (Abb. 3).

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Beispiel Statuseinträge (Hier die andere Seite verlinken)

Info

Modul Projekte → Workflow Status (Aktion wählen)

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Beispiel Projektbeziehungen

Wenn das Projekt keine Projektbeziehung anzeigt, dann hat das Projekt keine Beziehungen zu einem anderen Projekt (Abb. 7).

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Projekt Speichern

Bei der Speicherung wird das Projekt zum Backend (PIA) geschickt und gespeichert. Das PIA weist dem Projekt eine OD-Nummer (OrderID) zu und ist anhand dieser OD-Nummer auf den Anwendungen und im PIA eindeutig auffindbar (Abb. 10). Diese OD-Nummer kann beispielsweise in der Suche nach Projekten verwendet werden.

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Projekt Verlauf

Der Anwender kann verschiedene Angaben hinterlegen. Je nach Hersteller können die Angaben und auch die Kennzeichnungen der Pflichtfelder variieren. Unter Verlauf können u.a. Wiedervorlagetermine festgehalten werden (Abb. 1 [Standard]). In der SalesApp werden die Termine im iPad Kalender gespeichert und der Anwender wird an das Fälligkeitsdatum erinnert. In der WebApp können die Termine lediglich eingetragen werden. Unter Angebot können u.a. Ergänzungstexte zum Angebot hinterlegt werden (Abb. 2 [KRONE]).

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