Generating orders based on recorded work – Order backlog – Work
Once work has been recorded and approved, you can create an Order based on the work logged. This is done from the Economy module under Order Backlog – Work. The way the system generates orders from logged work is done in many ways, so first, we will explain this.
Order Backlog – Work explained
When the system looks through all the work, the first thing it looks for is child projects. Any recorded hours associated with a child project are merged and put into a single order.
The next step for the system is to find all hours belonging to jobs that have been tagged with separate invoice and make different orders on these.
Finally, the system goes through the remaining hours not related to either a child project or a separate invoice job. These remaining hours are grouped per project, and you get one order per project.
Creating the order
In Order backlog – work, you can apply a filter in order to view only the relevant hours, among other things, a period. In the example below, we see all work performed between 01.07.2022 and 01.10.2022.
Mark which projects you want to create an order for. Tick the checkbox at the company level to select all departments and projects right under the company.
Once selected, the button above is shown, which you click to create the order(s). The created orders can now be found under Order Overview in the menu to the right.