ManualDoc:T800002

Service Projects does not have phases nor tasks, but is only used to generate a Purchase Order and a Sales Order. For a Service Project, a temporary price list can be created that will be inactivated when the project status is changed to order closed.

A Service Project is used for project related to subcontracting, for instance a construction project where different activities need to be executed by different craftsmen. A service project is used for the biddings that eventually help to determine the contract that will be awarded.

Temporary Price List

When the Create Temporary Price List checkbox in the More Information section of the main screen is selected, a separate Price List especially created for the project will appear in the Sales Order main tab:

• name format is [name of the project - Business Partner name (customer)]
• Currency as displayed in the More Information section of the main screen of the Service Project
• Set up as Sales Price List
• In the [Product Price] tab displaying the product(s) listed in the [Project Line] tab in the Service Project. The Net List Price and Net Unit Price on the price list are the Planned SO Net Unit Price displayed in the More Information section of the main screen of the Service Project

and in the Purchase Order main tab:

• name format is [name of the project - Business Partner name (supplier)]
• Currency as displayed in the More Information section of the main screen of the Service Project
• Set up as purchase price list (Sales Price List checkbox not selected)
• In the [Product Price] tab displaying the product(s) listed in the [Project Line] tab in the Service Project. The Net List Price and Net Unit Price on the price list are the Planned PO Net Unit Price displayed in the More Information section of the main screen of the Service Project

When the status of the project is changed to Order Closed, the temporary pricelists become inactive. This means they can no longer be selected, but can still be viewed.

Created documents

The Sales Order and Purchase Order are created in draft status. The orders still need to be booked manually by the user.

The created sales order(s) and purchase order(s) have no reference to the Service Project in the Linked Items section. However in the Service Project, in the Linked Items, the created sales order(s) and purchase order(s) are listed.

The fields in the main tab of the service project are used to create a Sales Order for the product appearing in the [Project Line] tab:

• Organization: organization for the service project
• Search Key: field used to easily filter records
• Name: name of the service project
• Summary Level checkbox: disgard
• Phase: the status of the project
  • tender
  • project
  • awarded a contract to
• Starting Date: start date of the project
• Planned End Date: planned end date of the project
• Real End Date: actual end date of the project
• Invoice to Project checkbox: disgard
• Sales Representative: sales contact related to this project to appear on the sales order
• Person in Charge: project manager
• Location/Address: Location related to the project
• Description: note field

In the Amounts section:

• Legally Binding Contract checkbox: disgard
• Service Revenue: expected revenue for services (consulting)
• Planned Expenses: expected expenses
• Service Cost: real cost of the services (labour x hours x cost)
• Reinvoiced Expenses: expenses that will be paid by the business partner
• Planned Service Margin %: profit or loss percentage on the services: (Service Revenue - Services Cost) x 100/Service Revenue
• Planned Expenses Margin %: profit or loss percentage on the expenses: (reinvoiced expenses - planned expenses)x 100/reinvoiced expenses.

In the More Information section:

• Business Partner: business partner related to the project to appear on the sales order
• Partner Address: address of the business partner
• User/Contact: user related to the business partner
• Order Reference: reference number of the business partner to appear on the sales order
• Payment Method: payment method of the business partner to appear on the sales order
• Payment Terms: payment terms of the business partner to appear on the sales order
• Create Temporary Price List checkbox: a temporary price list just for this service project can be created to be used for the sales order
• Price List: price list to appear on the sales order. In case that the Create Temporary Price List checkbox was selected, the price list selected here will be overwritten with the temporary price list name when the order status is changed from Open to Order.
• Currency: currency to appear on the sales order
• Warehouse: location from which the goods ship, to appear on the sales order
• Project: discard
• Change Project Status button: change the status of the service project. Statuses are:
  • Open: initial status, compairable with status draft on other documents
  • Order: status to indicate that the orders can be generated. Once an project is in status Order, it can not be reversed to status Open. The status can be changed from Open to Order when the following information has been filled out:
    • Organization
    • Search Key
    • Name
    • Sales Representative
    • Business Partner
    • Warehouse
    • At least one line in the [Project Line] tab
  • Order closed: final status of the project. When changed to this status, the Real End Date field information gets automatically populated with the system date. If a value was entered in the Real End Date, it will be overwritten by the automatically populated date. This means that the Real End Date of a closed project is always reflecting the date that the project status was changed to Order closed. Once the project status is Order closed, the project can not be opened again.
• Copy Details button: to copy the information from the [Project Line] tab from another project.
  • Note: the following information is not copied:
    • Planned SO Net Unit Price
    • Planned Margin
    • Tax
    • Planned PO Net Unit Price
• Create Sales Orders from Project button: to generate a sales order for the project line