Projects

Categories: Solution ERP DNA

About Course

This course will introduce you to managing projects within the ERP system, from project setup to handling budgets, material requests, and invoicing. You will learn how to monitor the progress of projects, handle supplier invoices, manage variations, and generate reports for insights.

Course Outcome:

By the end of this course, you will have a comprehensive understanding of how to manage project operations in your ERP software, ensuring better control, accuracy, and efficiency.

Add and Manage Project
Project Tags
Add Users for Projects
Settings
Approval Level Settings
Inventory Category Issue Accounts
MR Category
PreApproved Budget Entry
Item & Category Wise Budget
Item & Category Wise Material Request
Purchase Order Entry
Material Transfer on Material Request
Creating Supplier Invoices
Item Comparisons
Additional Material Request
Additional Expense Request
Issue items to Projects
Contract Change Requests (Variation Orders)
Project Inspections
Project Invoices
Project Inquiry reports
Projects Printable Reports

Course Content

Projects Setup

Add and Manage Project

00:00
Project Tags

00:00
Add Users for Projects

00:00
Settings

00:00
Approval Level Settings

00:00
Inventory Category Issue Accounts

00:00
MR Category (Material Request Category)

00:00

Projects Transactions

PreApproved Budget Entry

00:00
Item & Category Wise Budget

00:00
Item & Category Wise Material Request

00:00
Purchase Order Entry

00:00
Material Transfer on Material Request

00:00
Creating Supplier Invoices

00:00
Item Comparisons

00:00
Additional Material Request

00:00
Additional Expense Request

00:00
Issue Items to Projects

00:00
Contract Change Requests (Variation Orders)

00:00
Project Inspections

00:00
Project Invoices

00:00

Projects Inquiry and Reports

A course by

Bader Al Shayeb

Co-Founder/COO

Projects

About Course

What Will You Learn

Course Content

Projects Setup

Add and Manage Project

Project Tags

Add Users for Projects

Settings

Approval Level Settings

Inventory Category Issue Accounts

MR Category (Material Request Category)

Projects Transactions

PreApproved Budget Entry

Item & Category Wise Budget

Item & Category Wise Material Request

Purchase Order Entry

Material Transfer on Material Request

Creating Supplier Invoices

Item Comparisons

Additional Material Request

Additional Expense Request

Issue Items to Projects

Contract Change Requests (Variation Orders)

Project Inspections

Project Invoices

Projects Inquiry and Reports

Project Inquiry Reports

Projects Printable Reports

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