Doc Type Workflow – Table of Contents
- Doc Type Workflow
- Bid Overview
- Creating a Bid
- Estimate Overview
- Creating an Estimate
- Project Setup Overview
- Creating a Project Setup
- Project Setup Actions and Options Menu
- Project Dashboard Actions Menu
- Budget Documents
- Opening the Initial Budget
- Creating Other Budget Documents
- Budget Actions and Options Menu
- Pay Application Overview
- Creating a Pay Application
- Schedule Overview
- Creating a Schedule
- PunchList Overview
- Creating a PunchList
- Meeting Minutes Overview
- Creating Meeting Minutes
- Invitation to Bid Overview
- Creating an Invitation to Bid
- Request for Quote Overview
- Creating a Request for Quote (RFQ)
- Bid Package Overview
- Creating a Bid Package
- Bid Package Addendum Overview
- Creating a Bid Package Addendum
- Commitment Overview
- Creating a Commitment
- Vendor Submittal, Customer Submittal Package, and Submittal Item Register
- Creating a Vendor Submittal
- Creating a Customer Submittal Package
- Vendor Compliance Notification Overview
- Opening a Vendor Compliance Notification
- Vendor Receipt Overview
- Creating a Vendor Receipt
- Transmittal Overview
- Creating a Transmittal
- Vendor Pay Request Overview
- Creating and Approving a Vendor Pay Request
- Vendor CCO Overview
- Creating and Approving a Vendor CCO Document
- File Batch Overview
- Creating a File Batch Document
- Scanned Timecards
- Site Photo Document
- Issue Document Overview
- Creating an Issue Document
- RFI Overview
- Creating an RFI
- Customer Proposed CO Overview
- Creating a Customer Proposed CO
- Change Item Register
- Creating a Customer Change Order
- Forecast Overview
- Creating a Forecast
- Period Distribution Overview
- Creating a Period Distribution
- Production Units Overview
- Creating a Production Units Document
- File Route Overview
- Creating a File Route
- Customer, Vendor, and Employee Documents
- Doc Types Created from Microsoft Dynamics SL