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Header

In this tab, general project data can be defined, such as the Currency, Shipping Methods, an optional Closed date, and the Country. The Execution status becomes necessary to indicate the completed project in other documents, while the Customer note provide some references for the customer, such as a potential linked project or initial notes.

The Header contains various tabs that report the data present by default in the customer registry, but they can also be freely filled: Payments, Discounts, Agents, Destination, Extra Data, User Permissions. In the last tab, it is possible to list the users and their respective Read Only or Read Write rights, if the Project security enabled flag is enabled in the Project Types table; otherwise, all users will have Read Write rights.