Drawing Logs: Implementation Activity

This activity will walk you through the process of configuring drawing logs and defining their disciplines and statuses.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the ToadGreen company needs to maintain drawing logs in the system and track their statuses. Acting as a system administrator, you need to perform the necessary configuration in the system.

Configuration Overview

For the purposes of this activity, the Construction and Construction Project Management features have been enabled on the Enable/Disable Features (CS100000) form.

System Preparation

Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded. You should sign in as a system administrator by using the gibbs username and the 123 password.

Step: Specifying the Settings to Be Used for Drawing Logs

To specify the drawing log settings, do the following:

  1. Open the Drawing Log Preferences (PJ102000) form.
  2. On the Disciplines tab, review the predefined list of disciplines, and make sure that there is a line with the Architectural discipline specified and the Active check box selected in this line.
  3. On the Status tab, in the Status column of the only row, rename the predefined N/A status to Active, and change the description to New drawing log. This status will be assigned by default to each newly created drawing log.
  4. On the table toolbar, click Add Row, and specify the following settings in the added row:
    • Status: Inactive
    • Description: The document is obsolete
  5. Add three more rows with the settings listed in the following table.
    Status Description
    Submitted The drawing log needs to be reviewed by the project manager
    Accepted The project manager has accepted the drawing log
    Rejected The project manager has rejected the drawing log
  6. Click Save on the form toolbar.

You can now create drawing logs in the system.