O4 Project Type Review Report

The O4 Project Type Review report provides a comprehensive project overview by fixture type as the project progresses through the sales process. Users can select a part to review its submittal and order details and open each transaction directly from the report. This article will explain navigating and using the O4 Project Type Review report.

Requirements:

• This feature is only available for Full Projects.

Opening the Project Review Report

To open the Project Type Review report, click Views inside a bid, then select Project Type Review from the drop-down list.

Understanding the Project Type Review Page

The Project Type Review page displays the quote's bill of materials and provides five status columns for each line:

• Spec. Status
• Submitted on
• PO Status
• Shipping
• Accounting

The Spec. Status Column

The Spec. Status column displays the specification status of each fixture type. This information is entered using the Spec Status column in the quote's bill of materials. 

The Submitted on Column

The Submitted on column displays the date the submittal was sent for the fixture type. If a fixture type has been submitted multiple times, the column will display each submittal date.

The PO Status Column

The PO Status column displays the fixture type's order status.

• No PO- an order has not been created for the fixture type.
• (new)- a PO has been created, but no other action has been recorded.
• Scheduled- the factory has supplied a ship date for the item.
• Shipped- the item has shipped.
• Canceled- the item was canceled.
• On hold- the item is on hold.
• Invoiced- the item has been invoiced.
• Closed- the item has been invoiced, and the PO is closed (e.g., all money has been received with no RMA).

The Shipping Column

The Shipping column displays the fixture type's estimated, scheduled, or shipped date.

• PAT Estimate- the estimated date generated by the PAT for Lead Times & Agency Calculated Dates feature.
• Scheduled date- the scheduled date provided by the factory.
• Shipped date- the date the fixture type shipped from the factory.
• On hold- the fixture type is on hold.

The Accounting Column

The Accounting column displays the fixture type's invoice and payment information.

• PAT Estimate Paid- the estimated date generated by the PAT Aging feature.
• Invoice Number and Status- the fixture type's invoice number and paid status.
• On hold- the fixture type is on hold.

Drilling into the Report

Users can drill into any line on the Project Type Review page to review its quote, order, and submittal details.

1. Click a row in the bill of materials.

2. A new page will appear, displaying how the part was quoted, submitted, and ordered. If the part has not been submitted or ordered, "Not found" will display instead.

3. Click the part below the Submitted as and Ordered as sections to open the respective transaction.