Photo Logs: Implementation Activity

This activity will walk you through the process of specifying the statuses that can be used for photo logs.

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 keep photo logs in the system. Acting as a system administrator, you need to define the statuses to be used for photo logs.

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.

Process Overview

You will specify the numbering sequences to be used for photo logs and photos on the Project Management Preferences (PJ101000) form. You will also configure a list of statuses to be used for the photo logs on the same 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 Photo Log Settings

Specify the photo log settings by doing the following:

  1. Open the Project Management Preferences (PJ101000) form.
  2. In the Photo Log Numbering Sequence box, select PHOTOLOG.
  3. In the Photo Numbering Sequence box, select PHOTO.
  4. In the Photo Log Statuses table on the Photo Logs tab, in the Status column of the only row, change the settings of the N/A predefined status as follows:
    • Status: In Progress
    • Description: Work in progress

    This is the status that the system will assign by default to a newly created photo log.

  5. On the table toolbar, click Add Row, and specify the following settings in the added row:
    • Status: Not Started
    • Description: Work not started
  6. On the table toolbar, click Add Row, and specify the following settings in the added row:
    • Status: Completed
    • Description: Work completed
  7. Click Save on the form toolbar to save the settings.

You can now create photo logs in the system.