Project (Lines/Issues)
Maintain Sales Order and Work Order Details
Help
The Project Window is used to maintain details of Projects Lines and Issues accross Phases/Tasks
Window Type
Transaction
The Sales Transaction checkbox indicates if this item is a Sales Transaction.
Tabs
Project
Description Maintain Sales Order Projects and Work Orders Help The Project Tab is used to define the Value, Name and Description for each project. It also is defines the tracks the amounts assigned to, committed to and used for this project.
The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Search Key
Description Search key for the record in the format required - must be unique Help A search key allows you a fast method of finding a particular record. If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_", where TableName is the actual name of the table (e.g. C_Order).
Sales Representative
Description Sales Representative or Company Agent Help The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user.
Name
Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Active
Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.
Summary Level
Description This is a summary entity Help A summary entity represents a branch in a tree rather than an end-node. Summary entities are used for reporting and do not have own values.
Note
Description Optional additional user defined information Help The Note field allows for optional entry of user defined information regarding this record
Set Project Type
Description Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project Help **
Standard Phase
Description Standard Phase of the Project Type Help Phase of the project with standard performance information with standard work
Contract Date
Description The (planned) effective date of this document. Help The contract date is used to determine when the document becomes effective. This is usually the contract date. The contract date is used in reports and report parameters.
Finish Date
Description Finish or (planned) completion date Help The finish date is used to indicate when the project is expected to be completed or has been completed.
Business Partner
Description Identifies a Business Partner Help A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson
BPartner (Agent)
Description Business Partner (Agent or Sales Rep)
Partner Location
Description Identifies the (ship to) address for this Business Partner Help The Partner address indicates the location of a Business Partner
User/Contact
Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact
Payment Term
Description The terms of Payment (timing, discount) Help Payment Terms identify the method and timing of payment.
Order Reference
Description Transaction Reference Number (Sales Order, Purchase Order) of your Business Partner Help The business partner order reference is the order reference for this specific transaction; Often Purchase Order numbers are given to print on Invoices for easier reference. A standard number can be defined in the Business Partner (Customer) window.
Warehouse
Description Storage Warehouse and Service Point Help The Warehouse identifies a unique Warehouse where products are stored or Services are provided.
Campaign
Description Marketing Campaign Help The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign.
Price List Version
Description Identifies a unique instance of a Price List Help Each Price List can have multiple versions. The most common use is to indicate the dates that a Price List is valid for.
Currency
Description The Currency for this record Help Indicates the Currency to be used when processing or reporting on this record
Planned Amount
Description Planned amount for this project Help The Planned Amount indicates the anticipated amount for this project or project line.
Planned Quantity
Description Planned quantity for this project Help The Planned Quantity indicates the anticipated quantity for this project or project line
Planned Margin
Description Project's planned margin amount Help The Planned Margin Amount indicates the anticipated margin amount for this project or project line.
Invoice Rule
Description Invoice Rule for the project Help The Invoice Rule for the project determines how orders (and consequently invoices) are created. The selection on project level can be overwritten on Phase or Task
Committed Amount
Description The (legal) commitment amount Help The commitment amount is independent from the planned amount. You would use the planned amount for your realistic estimation, which might be higher or lower than the commitment amount.
Committed Quantity
Description The (legal) commitment Quantity Help The commitment amount is independent from the planned amount. You would use the planned amount for your realistic estimation, which might be higher or lower than the commitment amount.
Invoiced Amount
Description The amount invoiced Help The amount invoiced
Quantity Invoiced
Description The quantity invoiced
Project Balance
Description Total Project Balance Help The project balance is the sum of all invoices and payments
Copy Details
Description Copy Lines/Phases/Tasks from other Project
Generate Order
Description Generate Order from Project Help The Generate Order process will generate a new Order document based on the project phase. A price list and warehouse/service point must be defined on the project.
Close Project
Line
Description Define Project Lines Help The Project Lines Tab is used to define the lines (products and/or services) associated with this Project. This is an alternative to Project Phases. You would use lines, if you do not want to use a Project Type template with phases.
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Project
Description Financial Project Help A Project allows you to track and control internal or external activities.
Project Phase
Description Phase of a Project
Project Task
Description Actual Project Task in a Phase Help A Project Task in a Project Phase represents the actual work.
Line No
Description Unique line for this document Help Indicates the unique line for a document. It will also control the display order of the lines within a document.
Active
Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Product
Description Product, Service, Item Help Identifies an item which is either purchased or sold in this organization.
Product Category
Description Category of a Product Help Identifies the category which this product belongs to. Product categories are used for pricing and selection.
Purchased
Description Organization purchases this product Help The Purchased check box indicates if this product is purchased by this organization.
Vendor
Description The Vendor of the product/service
Bill of Materials
Description Bill of Materials Help The Bill of Materials check box indicates if this product consists of a bill of materials.
BOM & Formula
Description BOM & Formula
Workflow
Description Workflow or combination of tasks Help The Workflow field identifies a unique Workflow in the system.
Planned Price
Description Planned price for this project line Help The Planned Price indicates the anticipated price for this project line.
Planned Quantity
Description Planned quantity for this project Help The Planned Quantity indicates the anticipated quantity for this project or project line
Get Price
Description Get Price for Project Line based on Project Price List
Planned Amount
Description Planned amount for this project Help The Planned Amount indicates the anticipated amount for this project or project line.
Printed
Description Indicates if this document / line is printed Help The Printed checkbox indicates if this document or line will included when printing.
Planned Margin
Description Project's planned margin amount Help The Planned Margin Amount indicates the anticipated margin amount for this project or project line.
Committed Amount
Description The (legal) commitment amount Help The commitment amount is independent from the planned amount. You would use the planned amount for your realistic estimation, which might be higher or lower than the commitment amount.
Committed Quantity
Description The (legal) commitment Quantity Help The commitment amount is independent from the planned amount. You would use the planned amount for your realistic estimation, which might be higher or lower than the commitment amount.
Invoiced Amount
Description The amount invoiced Help The amount invoiced
Quantity Invoiced
Description The quantity invoiced
Order
Description Order Help The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled.
Purchase Order
Description Purchase Order
Manufacturing Order
Description Manufacturing Order
Project Issue
Description Project Issues (Material, Labor) Help Issues to the project initiated by the "Issue to Project" process. You can issue Receipts, Time and Expenses, or Stock.
Processed
Description The document has been processed Help The Processed checkbox indicates that a document has been processed.
Issues
Description Issues to the Project Help The lab lists the Issues to the project initiated by the "Issue to Project" process. You can issue Receipts, Time and Expenses, or Stock.
The Read Only indicates that this field may only be Read. It may not be updated.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Project
Description Financial Project Help A Project allows you to track and control internal or external activities.
Active
Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.
Line No
Description Unique line for this document Help Indicates the unique line for a document. It will also control the display order of the lines within a document.
Movement Date
Description Date a product was moved in or out of inventory Help The Movement Date indicates the date that a product moved in or out of inventory. This is the result of a shipment, receipt or inventory movement.
Product
Description Product, Service, Item Help Identifies an item which is either purchased or sold in this organization.
Attribute Set Instance
Description Product Attribute Set Instance Help The values of the actual Product Attribute Instances. The product level attributes are defined on Product level.
Locator
Description Warehouse Locator Help The Locator indicates where in a Warehouse a product is located.
Movement Quantity
Description Quantity of a product moved. Help The Movement Quantity indicates the quantity of a product that has been moved.
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Shipment/Receipt Line
Description Line on Shipment or Receipt document Help The Shipment/Receipt Line indicates a unique line in a Shipment/Receipt document
Expense Line
Description Time and Expense Report Line
Processed
Description The document has been processed Help The Processed checkbox indicates that a document has been processed.
Posted
Description Posting status Help The Posted field indicates the status of the Generation of General Ledger Accounting Lines
Accounting
Description Define Project Accounting Help The Accounting Tab is used to define the Asset Account to use when a project is completed and the associated asset realized.
The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
The Accounting Tab checkbox indicates if this window contains accounting information. To display accounting information, enable this in Tools>Preference and Role.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Project
Description Financial Project Help A Project allows you to track and control internal or external activities.
Accounting Schema
Description Rules for accounting Help An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar
Active
Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.
Project Asset
Description Project Asset Account Help The Project Asset account is the account used as the final asset account in capital projects
Work In Progress
Description Account for Work in Progress Help The Work in Process account is the account used in capital projects until the project is completed