Report Completed Milestone
Explanation
When a milestone is completed, the status for the milestone must be changed to Closed.
Prerequisites
- A milestone must have been created and saved for a customer order line.
System Effects
The status for milestone is changed to Closed.
Window
Customer Order
Customer Order Lines
Customer Order Line Milestones
Related Window Descriptions
Customer Order
Customer Order/Order Lines
Customer Order
Lines
Milestones for Customer Order Line
Customer Order Line Milestones
Procedure
There are two different procedures:
By entering a date:
- Select a customer order line.
- Choose Milestone... in the Operations menu.
- Activate the milestone ID to be reported in Milestones for Customer Order
Line.
- Enter the date when the milestone is completed in the
Completion Date column.
- Save.
By closing the milestone:
- Select a customer order line.
- Choose Milestone... in the Operations menu.
- Activate the milestone ID to be reported in Milestones for Customer Order
Line.
- Choose Close in the the Operations menu.
- Save.
Reset, if required, the status of the milestone from Closed to Released:
- Activate the milestone ID.
- Choose Release in the Operations menu.