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Good day ProjeQtoers,I want to use the "Financial" module which, after activation, leads me to the "Incomes" menu. From there I have verified the "Parameters" menu and have set up the "currently selected element". In my case fo the "Client orders" : client orders types, recipients, clients, contacts....also tried to bypass and create directly in the database a client order without success.Now I still cannot "create a new client order", how can I do ? Is there a guideline or documentation regarding the financial module set up ? thanks a lot for your support,
also tried to bypass and create directly in the database a client order without success.
You should never do that.
It is the best way to get unconsistencies.
Now I still cannot "create a new client order", how can I do ?
Just check access rights.
It just seems your profile can read order but not create.
Thanks for the quick response,
It is understood regarding the database, anyway I have tried in a test environment of course.
As for the rights, I have "administrator" rights, can you be more specific regarding what is needed and on what screen I would need to adjust the user rights ?
I add that I have made sure to have the same rights as a user an on the projects I am allocated to.
thank you
Configuration > Habilitiation > Access to data (project dependant)
Section Incomes...
Thanks....
Note for future readers : make sure that the full module 'Financial' is active and not only one like 'Incomes' or Expenses'.