Introduction
Project dossiers are meant to group a set of dossiers to process a project.
When to use
- One customer
- Multiple dossiers with several begin and end dates
- Multiple load units (containers/trailers)
- One invoice
- Not necessary
Setup
Add the following to a role.
| What | Description |
|---|---|
| Page | 10286 - project dossiers |
| Process | Add Dossier To Project Dossier |
| Report | None |
How it works
From project dossiers
- Use 'Add Dossier To Project Dossier' to add a dossier to a project dossier
Tips & Tricks