Monday, November 02, 2009
Trip Reports is best described as a means to track activities while you are doing site surveys or out of town and have to keep track of day to day events.
Trip Reports Features
Add Sales Orders
Add Projects tied to Sales Orders
Add daily events for Projects
Add issues associated with Projects
Track daily time of Project
Add one Sales Order for many Projects
Add many entries for each Project
Drawing pad available for each daily entry
Export files to comma delimited files for further modification in spreadsheets
There are a few rules that need to be addressed when using Trip Reports. For instance, there is a certain hierachy that must be followed for the database. A Sales Order must be available BEFORE a Project can be entered. A Project MUST be available BEFORE an entry can be added.