Orders

Create an order

In short

You place orders in the menu Orders In the «General» tab, you can specify the number, title, address, status, tariff, and duration of the assignment. In the «Details» tab, you can specify the work section, item, activities, and employees for this assignment.

Here’s how it works

  1. Create a new orderMenu Orders, Create a new order.
  2. Rider «General»Title, address, status, tariff and contract period. Depending on the setting, ForstControl automatically assigns the contract number, or you can enter a «Custom contract number».
  3. Rider «Details»Department, Cost Center, Item, Activity, and Employee. Selected activities are then the only ones that can be selected in time tracking. Important: If you are registered as an employee here, you will only see the orders in which you are registered.
  4. Save and continue workingAfterwards, you can find the Reiter Allgemein (with Controlling), Standort, Dokumente, Stundenübersicht, External Costs and Planning in the order.
Tip: The «Planning» tab only shows the months within the order period. Those who want to plan longer can extend the period in the order.

Common problems

Most often, the «Custom order number» is missing at the very top of the «General» tab. It says «Please fill in this field.» It is mandatory when the automatic number is turned off. Fix permanently: Settings → Basic settings → Orders → Turn on «Show generated order number».

Then «Change order status from document» is enabled, found under Settings → Basic settings → Orders.

The planning only shows the order period. Process the order and extend the period.

Video instruction

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