Trigger tasks in order and quotation

These tasks are different from the processor tasks triggered in the WO. You can neither complete them nor punch time on them.

You can manage the tasks triggered in the quotation and order from the Dates tab in Workflow.

You can add a new task by clicking on the “+” or by clicking directly in the table.

You must enter the following information :

Task name : Name of the task displayed in the order or the quotation.
Due date : Allows you to calculate the date of the task according to the assigned trigger.
Triggered by : The calculation of the task will be based on the due date or the installation date of the order or quotation.

You can delete a task by selecting one from the table and clicking on “-”.

Organize your tasks with the arrows to the right of the table.

Changes will only be applied when you save the workflow.

Go to the Information tab of your order or quotation to apply your workflow.

Make sure you have entered a due date and an installation date so that your tasks can be calculated correctly when applying the workflow.
A save is made when selecting or refreshing the workflow.
The workflow and tasks of the quotation are transferred when the quotation is transferred to the order.