Order Network

The Order Network displays all documents relating to a project. Depending on from where it is opened, the view can be specific to a:

  • Customer and show all related projects and documents (Role Center > Processing > Order Network)
  • Project (and project views) and show only documents related to the project (Project Card > Navigate menu > Project Documents and, for example, Project Budget Calculation > Related menu > Line > Project Documents)

Document Types

The Project Documents page displays documents in a hierarchical tree structure organized by document type and status. The following document types are included.

  • Sales Documents

    • Sales Quotes - Active sales quotes linked to the project.
    • Archived Sales Quotes - All archived versions of sales quotes with version tracking. Each archived version is displayed with its version number and document occurrence in the format "DOCNUMBER (Version.Occurrence)" (e.g., "SO0001 (2.1)" indicates version 2, occurrence 1). Versions are sorted with the newest version first.
    • Sales Orders - Active sales orders linked to the project.
    • Archived Sales Orders - All archived versions of sales orders with version tracking. Each archived version is displayed with its version number and document occurrence in the format "DOCNUMBER (Version.Occurrence)". Versions are sorted with the newest version first.
    • Posted Sales Documents - Posted sales invoices and credit memos.

  • Purchase Documents

    • Purchase Quotes - Active purchase quotes linked to the project.
    • Archived Purchase Quotes - All archived versions of purchase quotes with version tracking. Each archived version is displayed with its version number and document occurrence in the format "DOCNUMBER (Version.Occurrence)". Versions are sorted with the newest version first.
    • Purchase Orders - Active purchase orders linked to the project.
    • Archived Purchase Orders - All archived versions of purchase orders with version tracking. Each archived version is displayed with its version number and document occurrence in the format "DOCNUMBER (Version.Occurrence)". Versions are sorted with the newest version first.
    • Posted Purchase Documents - Posted purchase receipts, invoices, and credit memos.

  • Other Documents

    • Production Orders - Production orders linked to the project.
    • Assembly Orders - Assembly orders and posted assembly orders linked to the project.
    • Construction Orders - Construction orders linked to the project, if integrated with COSMO Discrete Manufacturing.
    • Inventory Request Documents - Inventory requests and posted inventory requests linked to the project.
    • Service Orders - Service orders linked to the project.
    • Project Shipment Documents - Project shipments and posted project shipments linked to the project.
    • PQM - Project Quote Management documents linked to the project, if integrated with COSMO Project Quote Management.

View Information

Documents can be opened by directly choosing the (bolded) document number or selecting the line with the document number and then choosing the Show Document action. You can open the Project Card similarly.

Choose the Update List action to refresh the document list. This is useful after posting documents or making changes to the project to ensure the document list is showing current information.

See Also

Project Card
Project Budget Calculation Page


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