Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Planning Method == Define how transaction types will be dealt with in the application. === Header === Create a planning method. * '''Screen..."

2021-11-18T14:44:00Z

Created page with "{{BackTo|Screens_Reference}} == Planning Method == Define how transaction types will be dealt with in the application. === Header === Create a planning method. * '''Screen..."

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== Planning Method ==
Define how transaction types will be dealt with in the application.
=== Header ===

Create a planning method.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Description''' : A space to write additional related information.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Planning Method'''
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
=== Lines ===

Add transactions to be included in your plan. Each transaction is shown on its own line.
* '''Line No.''' : A line stating the position of this request in the document.
* '''Transaction Type''' : A distinct set of characteristics or processes.
* '''Weighting'''
* '''Days from Start'''
* '''Days to End'''
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Planning Method Line'''
* '''[[Screenshot:Planning Method#Header | Planning Method]]'''
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.

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[[Category:User_Guide]]

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Screenshot:Planning Method - Revision history

Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Planning Method == Define how transaction types will be dealt with in the application. === Header === Create a planning method. * '''Screen..."