Origination Execution

Owned by Stephen Juliano (Unlicensed)
Last updated: Feb 03, 2022 by Colleen Juliano
1 min read

Overview

This screen is used to define the offices that projects are sold out of and where they are being managed from. This can be useful for companies that maintain multiple branches. For example, a sales staffer from the Miami office may sell a project in another region. It only makes sense to manage the project out of the local region. This cross reference stores the origination and execution codes that are used on the first tab of the Project Entry/Edit screen.

  • OE Code – A generic code to use in the project setup screen, codes are used to limit the amount of typing and standardize entries.

  • OE Description – Defines the OE code.