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Info

Notes:

  1. Updating Completion Dates: To modify the completion date, you can adjust the "Completed On" column in the "Customer Invoices" module.

  2. Date Range for Profit Report: When setting the date range for the Profit Report, include the day after the desired completion date to ensure accurate reporting (e.g., To include orders completed on 5/19, set the date range as 5/01/2019 through 5/20/2019).

  3. Completing Orders also affects other reports in e-manage|ONE such as the “Order Status” grid from the Today panel. It will fall off of that report when the Order has been marked complete.

  4. Recently Completed Orders: Check the "Today" tab to find your recently completed orders.

See here for additional details on Completing Projects (typically handled after sales commissions)

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Note

You must complete your Orders before you can complete the entire Project. See here for more information on Completing Projects.

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Note

You will get a warning pop up box when you Complete an Order to prompt you to also complete the Project. Typicall you want to say “No” and ensure the Sales Commissions have been scheduled before Completing the entire Project.

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See here for additional details on Completing Projects.