You can create a milestone.
To create a milestone:
Field | Description |
---|---|
Date Type | Enter the name of the milestone being created. Note: You cannot use date types you have created
on the date type tab. You must create a unique name for the milestone.
|
Description | Enter a brief description of the milestone. |
Requested | Select this field to indicate if the milestone represents a date requested by a Buyer, user, etc. |
Expected | Select this field to indicate if the milestone represents a date the system expects or has calculated something to occur. |
Actual | This field is not applicable for milestones. |
Milestone Statuses | You can add statuses to associate with the milestone by selecting
the Create New icon and entering information in the applicable
fields. Note: This tab can only be accessed
once the Primary Info tab has been filled out and saved.
|
Date Type | The date type if any associated with the milestone. |
Status | Select the status you want use to indicate the milestone has been reached. |
Level | Select Order to indicate this status must be reached at the
order header level. Select Order Line to indicate that this status must be reached at the order line level. Select Order Release to indicate that this status must be reached at the order release level. |
Quantity Type | Select Initial to indicate that the milestone is met when any
quantity at the above selected level moves into the status. Select Complete to indicate that the milestone is met when all quantity at the above selected level moves into the status. |