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ProjeQtOr free project management software - Client orders - unable to create an order - ProjeQtOr
 
 

Client orders - unable to create an order

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05 Apr 2024 15:44 #1 by frd
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, 
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06 Apr 2024 10:42 #2 by babynus

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.

Babynus
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08 Apr 2024 15:19 - 09 Apr 2024 15:34 #3 by frd
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
Last edit: 09 Apr 2024 15:34 by frd.

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19 Apr 2024 15:03 #4 by babynus
Configuration > Habilitiation > Access to data (project dependant)
Section Incomes...

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22 Apr 2024 16:31 #5 by frd
Thanks....

Note for future readers : make sure that the full module 'Financial' is active and not only one like 'Incomes' or Expenses'.

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