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Projects:Project Service Management Review/Development Status

Contents

Introduction

The development of Project & Service Management review project intends to go through each of the windows and tabs of this module in a logical manner, that is, following the business process and review and fix any odd behavior.

Development evolution can be tracked at psm-review branch. If you want to download and build this branch: 

svn co https://dev.openbravo.com/websvn/openbravo/branches/obsolete/psm-review/ openbravo-psm-review

ant install.source

ant deploy

Navigate Project & Service Management module through test cases.

Iteration 1: Review of Project Type window

This iteration consists of reviewing Project Type window.

Project Type window

Project Type tab

Project Type tab defines standard project type name and category.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Project Category Project Category of the current project type. Default value is Multiphase Project Ready *
Active A flag indicating whether this record is available for use or de-activated Ready *
Name Name of the project type Ready
Description A space to write additional related information Ready *
Help/Comment A comment that adds additional information to help users work with fields Ready *

Note: O stands for Optional, R stands for Read only.

Fixes

Service (Charge) Project category did not correspond to projects inside Service Project window. This was very confusing and there was a bug (1828570) at this subject. Service (charge) Project category has been renamed to Multiphase Project.

Furthermore, Work Order (Job) and Asset Project are not used. General project category corresponds to Service Projects that, in fact, do not require phases and tasks. Project Category drop-down list has been set as read-only with unique and default value equal to Multiphase project.


Standard Phase tab

Standard Phase tab registers standard phases for the current project type.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Project Type Current project type Ready *
Sequence The order of records in a specified document Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Name Name of the standard phase Ready
Description A space to write additional related information Ready *
Help/Comment A comment that adds additional information to help users work with fields Ready *
Product Product used during the current standard phase, if any Ready *
Standard Quantity Usual quantity of product used in the current standard phase Ready

Note: O stands for Optional, R stands for Read only.

Fixes

Fixed some translations and changed fields order.


Standard Task tab

Standard Task tab registers standard tasks for the current project phase.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Standard Phase Current standard phase Ready *
Sequence The order of records in a specified document Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Name Name of the standard task Ready
Description A space to write additional related information Ready *
Help/Comment A comment that adds additional information to help users work with fields Ready *
Product Product used during the current standard task, if any Ready *
Standard Quantity Usual quantity of product used in the current standard task Ready

Note: O stands for Optional, R stands for Read only.

Fixes

Fixed some translations and changed fields order.

Iteration 2: Review of Multiphase Project window

This iteration consists of reviewing Multiphase Project window.

Multiphase Project window

Multiphase Project tab

Multiphase Project tab registers new projects with multiple phases and tasks. These phases and tasks can be taken from a standard project type.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Search Key A fast method for finding a particular record Ready
Summary Level A means of grouping fields in order to view or hide additional information Ready *
Active A flag indicating whether this record is available for use or de-activated Ready *
Name Name of the multiphase project Ready
Description A space to write additional related information Ready *
Comments A comment that adds additional information to help users to follow the project Ready *
Project Status Field displaying the status of the project Ready *
Current Phase A means to track the current phase of the project Ready *
Set Project Type Button that fills automatically standard phases and tasks Ready *
Project Type Type of the current multiphase project, if any, defined using Set project Type button Ready *
Contract Date Date promised by contract Ready *
Ending Date Real ending date of the project Ready *
Sales Representative The person in charge of selling the project Ready *
Person in Charge The person in charge of leading the project Ready *
Business Partner Business partner for whom the project will be done, if any Ready *
Partner Address Address of the business partner Ready *
User/Contact Contact person of the business partner Ready *
Order Reference A reference or document order number as listed in business partner application Ready *
Form of Payment The method used to pay the request Ready *
Payment Terms The setup and timing defined to complete a specified payment Ready *
Price List Prices defined for the business partner Ready *
Currency An accepted medium of monetary exchange that may vary across countries Ready *
Warehouse The location where products arrive to or are sent from Ready *
Planned Amount The monetary sum expected to be involved in this project Ready
Planned Quantity The expected or provisional quantity of projects Ready
Planned Margin The expected or provisional margin to be earned due to this project Ready
Legally Binding Contract A means to know if the contract is legally binding Ready *
Price Ceiling A means to know if the amount of this project imposes a price ceiling Ready *
Contract Amount The maximum legal monetary price a project may be billed for Ready
Contract Quantity The maximum legal quantity for a project Ready
Service Revenue Revenue of the project Ready *
Planned Expenses Planned expenses for this project Ready *
Service Cost Project cost Ready *
Reinvoiced Expenses Amount of the reinvoiced expenses Ready *
Service Margin Margin of the project Ready *
Expenses Margin Margin for the expenses Ready *
Invoice Amount Amount of the project invoice Ready * *
Invoice Quantity Quantity of the project invoice Ready * *
Project Balance Total project balance Ready * *
Change Project Status Button to change project status Ready *
Copy Details Button to copy phases and tasks from other multiphase projects Ready *

Note: O stands for Optional, R stands for Read only.

Fixes

This tab was previously named Project. Changed its name to Multiphase Project in order to distinguish it well from Service Project.

Some fields were missing and some needed to be hidden. Added Project Status and Person in Charge fields and Change Project Status button. Hide Project Type field and renamed Standard Phase field to Current Phase. Reviewed some display logic. Reviewed also the order of display of fields and corrected some translations.


Project Phase tab

Project Phase tab registers new phases for the current project and lets edit standard ones. It also generates sales orders for the current phase.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Project Current project Ready *
Standard Phase Standard phase corresponding to the current phase, if any Ready * *
Sequence The order of this phase inside the project Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Name Name of the project phase Ready
Description A space to write additional related information Ready *
Help/Comment A comment that adds additional information to help users to follow the project phase Ready *
Starting Date Starting date of the phase Ready *
Ending Date Ending date of the phase Ready *
Product Product required for this phase Ready *
Phase Complete A means to know if the phase has been completed Ready *
Quantity Quantity of product required for this phase Ready *
Unit Price Unitary price of the product Ready *
Price Ceiling A means to know if the amount of this product imposes a price ceiling Ready *
Contract Amount The maximum legal monetary price the product may be billed for Ready *
Sales Order Reference of the Sales Order created for this project Ready * *
Create Sales Order from Project Phase Button to create a sales order from the current phase Ready *

Note: O stands for Optional, R stands for Read only.

Fixes

Product field displayed as a drop-down list instead of the typical product search/selector. Changed product drop-down list by product selector.

Some field names and translations were not clear. Fixed some translations, changed some names, added some display logic and restructured fields position.


Project Task tab

Project Task tab registers new tasks for the current phase and lets edit standard ones.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Project Phase Current project phase Ready *
Standard Task Standard task corresponding to the current task, if any Ready * *
Sequence The order of this task inside the phase Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Name Name of the project task Ready
Description A space to write additional related information Ready *
Help/Comment A comment that adds additional information to help users to follow the project task Ready *
Starting Date Starting date of the task Ready *
Ending Date Ending date of the task Ready *
Product Product required for this task, if any Ready *
Task Complete A means to know if the task has been completed Ready *
Quantity Quantity of product required for this task Ready *
Unit Price Unitary price of the product Ready *
Price Ceiling A means to know if the amount of this product imposes a price ceiling Ready *
Contract Amount The maximum legal monetary price the product may be billed for Ready *

Note: O stands for Optional, R stands for Read only.

Fixes

Some fields were missing from a functional point of view. Added to C_ProjectTask table and Project Task tab the following columns and fields, respectively: Starting Date, Ending Date, Task Complete, Unit Price, Price Ceiling and Contract Amount.

Some field names and translations were not clear. Fixed some translations, changed some names, added some display logic and restructured fields position.

Buttons

Set Project Type

Button to set a project type to the current multiphase project and copy standard phases and tasks. Fixed some odd behaviours and messages when no project type was selected.

Copy Details

Button to copy phases and tasks from another multiphase project. Fixed some odd behaviours and messages when selected project had not project type and no project was selected.

Procedures

ChangeProjectStatusOrder

This procedure changes the status of the multiphase project. Reviewed in order to work with multiphase projects. Added corresponding messages.

GenerateSOFromProjectPhase

This procedure generates a Sales Order for the current phase taking the products defined in the phase and its tasks, if any. All the procedure has been refactored. Now, takes product price defined in project phases and tasks. If no price has been typed, it takes it from the price list. If this product has no prices defined for the price list, its unit price is 0.

Callouts

Iteration 3: Review of Service Project window

This iteration consists of reviewing Service Project window.

Service Project window

Fixes

New Service Project window is a mix between old Service Project window and Construction Project window. Old Service Project window has been deprecated as well as its menu entry. Renamed Construction Project window and menu entry to Service Project.

Service Project tab

Service Project tab registers new projects that do not follow phases nor tasks but only require a list of materials. These projects may also need to manage proposals.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Search Key A fast method for finding a particular record Ready
Summary Level A means of grouping fields in order to view or hide additional information Ready *
Active A flag indicating whether this record is available for use or de-activated Ready *
Name Name of the service project Ready
Description A space to write additional related information Ready *
Comments A comment that adds additional information to help users to follow the project Ready *
Project Status Field displaying the status of the project Ready *
Phase A means to know in which phase the project is Ready *
Work Type A means to know in which is the project work type Ready *
Initiative Type A means to know in which type of initiative launched the project Ready *
Contract Date Date promised by contract Ready *
Ending Date Real ending date of the project Ready *
Location/Address A specific place or residence Ready * *
Invoice to Project A means to know if the project is associated to an invoice Ready *
Sales Representative The person in charge of selling the project Ready *
Person in Charge The person in charge of leading the project Ready *
Business Partner Business partner for whom the project will be done, if any Ready *
Partner Address Address of the business partner Ready *
User/Contact Contact person of the business partner Ready *
Order Reference A reference or document order number as listed in business partner application Ready *
Account Number Account Number Ready *
Number of Copies The number of copies of each document that will be printed Ready *
Form of Payment The method used to pay the request Ready *
Payment Terms The setup and timing defined to complete a specified payment Ready *
Create Temporary Price List A flag that indicates if a temporary price list needs to be created for the current service project Ready *
Price List Prices defined for the business partner Ready *
Currency An accepted medium of monetary exchange that may vary across countries Ready *
Warehouse The location where products arrive to or are sent from Ready *
Planned Amount The monetary sum expected to be involved in this project Ready
Planned Quantity The expected or provisional quantity of projects Ready
Planned Margin The expected or provisional margin to be earned due to this project Ready
Legally Binding Contract A means to know if the contract is legally binding Ready *
Price Ceiling A means to know if the amount of this project imposes a price ceiling Ready *
Contract Amount The maximum legal monetary price a project may be billed for Ready
Contract Quantity The maximum legal quantity for a project Ready
Service Revenue Revenue of the project Ready *
Planned Expenses Planned expenses for this project Ready *
Service Cost Project cost Ready *
Reinvoiced Expenses Amount of the reinvoiced expenses Ready *
Service Margin Margin of the project Ready *
Expenses Margin Margin for the expenses Ready *
Invoice Amount Amount of the project invoice Ready * *
Invoice Quantity Quantity of the project invoice Ready * *
Project Balance Total project balance Ready * *
Change Project Status Button to change project status Ready *
Copy Details Button to copy phases and tasks from other service projects Ready *
Create Sales Order from Project Button to create a Sales Order from the project Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Added some fields, fixed some translations and changed fields order.


Project Line tab

Project Line tab registers lines required for the current service project.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Project Current project Ready *
Line No The order of this line inside the project Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Description A space to write additional related information Ready *
Product Product of this line Ready
Product Identifier An identifier for the product Ready *
Product Name An identifier for the product Ready *
Product Description Description of the product Ready *
Planned Quantity Planned quantity of product Ready
Tax The percentage of money requested by the government for the product Ready *
Planned Price Planned sales price for the product Ready
Planned Purchase Price Planned purchase price for the product Ready *
Planned Amount Planned amount paid (planned price x planned quantity) Ready
Planned Margin Planned margin for the transaction Ready

Note: O stands for Optional, R stands for Read only.

Fixes: Added some fields, fixed some translations and changed fields order.


Supplier tab

Supplier tab registers suppliers of the products of the current service project.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Project Current project Ready *
Business Partner Business partner that will supply the products needed for the project Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Comments A comment that adds additional information to help users to follow the project Ready *
Price List Purchase prices defined for the business partner Ready *
Create Purchase Order from Project Button that generates a Purchase Order for the current supplier with the lost of all the materials needed for this project Ready *
Incoterms Select international commercial terms, if any Ready *
INCOTERM Description Description of international commercial terms Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Deleted Created By field, fixed some translations and changed fields order.


Proposal tab

Proposal tab registers different proposals for the current project.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Project Current project Ready *
Business Partner Business partner that will supply the products needed for the project Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Sales Transaction A flag indicating that a transfer of goods and money between business partners is occurring Ready *
Date Sent Date of sending of the proposal to the business partner Ready *
Partner Address Address of the business partner Ready *
User/Contact Contact person of the business partner Ready *
Form of Payment The method used to pay the request Ready *
Payment Terms The setup and timing defined to complete a specified payment Ready *
Header Note Lines written in the header of the proposal sheet Ready *
Footer Lines written in the footer of the proposal sheet Ready *
Copy Lines from Project Button that copies the lines of the project to proposal lines Ready *
Process a Winning Bid Button to process a winning bid and declare the current business partner as winner in the header of the project Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Fixed some translations and changed fields order.


Proposal Line tab

Proposal Line tab registers and lets edit the lines of each proposal. Usually, proposal lines are copied from project lines.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Project Proposal Current project proposal Ready *
Line No The order of this line inside the project proposal Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Description A space to write additional related information Ready *
Product Product of this line Ready
Product Identifier An identifier for the product Ready *
Product Name An identifier for the product Ready *
Product Description Description of the product Ready *
Quantity Quantity of product Ready
Price Sales price for the product Ready

Note: O stands for Optional, R stands for Read only.

Fixes: Fixed some translations and changed fields order.


Followup tab

Followup tab registers and lets track significant events of each one of the proposals.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Project Proposal Current project proposal Ready *
Line No The order of this line inside the project proposal Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Description A space to write additional related information Ready *
Product Product of this line Ready
Product Identifier An identifier for the product Ready *
Product Name An identifier for the product Ready *
Product Description Description of the product Ready *
Quantity Quantity of product Ready
Price Sales price for the product Ready

Note: O stands for Optional, R stands for Read only.

Fixes: Changed fields order.


Buttons

Copy Details

Button to copy phases and tasks from another service project. Fixed it in order to work with service projects.

Procedures

ChangeProjectStatusOrder

Now creates a temporary price list only if Create Temporary Price List check box is ticked.

GenerateSOFromProject

Now inserts lines to the Sale Order created.

GeneratePOFromProject

Now inserts lines to the Purchase Order created.

Callouts

Iteration 4: Review of Expense Sheet window

This iteration consists of reviewing Expense Sheet window.

Expense Sheet window

Header tab

Header tab registers time and products spent on projects, both reimbursable expenses to employees and billable charges to customers.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Document No Number of the expense sheet Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Description A space to write additional related information Ready *
Employee Employee of the current expense sheet Ready
Report Date Date of data entering Ready
Process Expenses Button to process the current expense sheet in order to generate invoiceable expenses and employee expenses Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Fixed some translations and changed fields order.


Lines tab

Lines tab registers lines for the current expense sheet.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready
Expense Sheet Current expense sheet Ready *
Line No The order of this line inside the expense sheet Ready
Active A flag indicating whether this record is available for use or de-activated Ready *
Time Sheet A means to associate hours to a particular project Ready *
Reinvoincing A means to to bill the current expense sheet lines to the customer Ready *
Product Product of this line Ready
Quantity Quantity of product Ready
Currency Currency of the transaction Ready
UOM Unit of material Ready
Invoice Price Price to be invoiced Ready *
Expense Date Date of the expense Ready *
Expense Amount Amount of the expense line (Quantity x Invoice Price) Ready *
Converted Amount Expense amount converted to the currency of the system Ready *
Description A space to write additional related information Ready *
Comments A comment that adds additional information to help users work with fields Ready *
Project Project the expense sheet is associated to Ready *
Business Partner Business Partner the expense sheet is associated to Ready *
Project Phase Project phase the expense sheet is associated to Ready *
Project Task Project task the expense sheet is associated to Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Added some fields, fixed some translations and display logic and changed fields order.

Buttons

Procedures

S_TimeExpense_Post

Procedure that processes expense sheets. Review of messaging and odd behaviour when no data were found.

Callouts

Iteration 5: Review of Invoiceable Expenses window

This iteration consists of reviewing Invoiceable Expenses window.

Invoiceable Expenses window

Customer tab

Customer tab tracks billable expenses to customers. Expense data is shown in this tab when an expense sheet is processed. By the moment addition of new records and updating or deletion of existing ones is not allowed.

Field Name Description Status O R
Search key A fast method for finding a particular record Ready *
Name Name of the customer Ready *
Second Name Second name of the customer Ready *
Customer A means to know if the business partner is a customer Ready *
Price List Prices defined for the business partner Ready *
Payment Terms The setup and timing defined to complete a specified payment Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Marked tab and all fields as read-only to fix a bug (1747599).


Lines tab

Lines tab tracks invoiceable expense lines of the current customer. Expense data is shown in this tab when an expense sheet is processed. By the moment addition of new records and updating or deletion of existing ones is not allowed.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready *
Expense Sheet Corresponding expense sheet Ready *
Line No The order of this line inside the expense sheet Ready *
Time Sheet A means to associate hours to a particular project Ready *
Reinvoincing A means to bill the current expense sheet lines to the customer Ready *
Product Product of this line Ready *
Quantity Quantity of product Ready *
Currency Currency of the transaction Ready *
UOM Unit of material Ready *
Invoice Price Price to be invoiced Ready *
Expense Date Date of the expense Ready *
Expense Amount Amount of the expense line Ready *
Converted Amount Expense amount converted to the currency of the system Ready *
Description A space to write additional related information Ready *
Comments A comment that adds additional information to help users work with fields Ready *
Project Project the expense sheet is associated to Ready *
Business Partner Business Partner the expense sheet is associated to Ready *
Project Phase Project phase the expense sheet is associated to Ready *
Project Task Project task the expense sheet is associated to Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Marked tab and all fields as read-only to fix a bug (1747599).

Iteration 6: Review of Create Sales Orders from Expenses process

This iteration consists of reviewing Create Sales Orders from Expenses process.

Create Sales Orders from Expenses process

Create Sales Orders from Expenses process generates sales orders for billable charges to customers.

Field Name Description Status O R
Customer Permits to select a customer to create a sale order. If no one is selected, the process creates sales orders for all the customers in Invoiceable Expenses window Ready *
Organization Permits to distinguish between organizations Ready *
From Date Takes invoiceable expenses from a defined date Ready *
To Date Takes invoiceable expenses to a defined date Ready *
Date Ordered Date of the orders created Ready
Complete and Process Sales Order automatically A means to choose if one want to complete and process automatically sales order created Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Refactored the display and added Date Ordered field.

Now, a sale order in valid draft mode is created instead of a completed sale order plus a good shipment.

Iteration 7: Review of Employee Expenses window

This iteration consists of reviewing Employee Expenses window.

Employee Expenses window

Employee tab

Employee tab tracks reimbursable expenses to employees. Expense data is shown in this tab when an expense sheet is processed. By the moment addition of new records and updating or deletion of existing ones is not allowed.

Field Name Description Status O R
Search key A fast method for finding a particular record Ready *
Name Name of the employee Ready *
Second Name Second name of the employee Ready *
Employee A means to know if the business partner is an employee Ready *
Purchase Price List Prices defined for the employee Ready *
Payment Terms The setup and timing defined to complete a specified payment Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Marked tab and all fields as read-only to fix a bug (1747599).


Lines tab

Lines tab tracks invoiceable expense lines of the current customer. Expense data is shown in this tab when an expense sheet is processed. By the moment addition of new records and updating or deletion of existing ones is not allowed.

Field Name Description Status O R
Client Client for this installation Ready *
Organization Organizational entity within client Ready *
Expense Sheet Corresponding expense sheet Ready *
Line No. The order of this line inside the expense sheet Ready *
Time Sheet A means to associate hours to a particular project Ready *
Reinvoincing A means to bill the current expense sheet lines to the customer Ready *
Product Product of this line Ready *
Quantity Quantity of product Ready *
Currency Currency of the transaction Ready *
UOM Unit of material Ready *
Invoice Price Price to be invoiced Ready *
Expense Date Date of the expense Ready *
Expense Amount Amount of the expense line Ready *
Converted Amount Expense amount converted to the currency of the system Ready *
Description A space to write additional related information Ready *
Comments A comment that adds additional information to help users work with fields Ready *
Project Project the expense sheet is associated to Ready *
Business Partner Business Partner the expense sheet is associated to Ready *
Project Phase Project phase the expense sheet is associated to Ready *
Project Task Project task the expense sheet is associated to Ready *

Note: O stands for Optional, R stands for Read only.

Fixes: Marked tab and all fields as read-only to fix a bug (1747599).

Iteration 8: Review of Create AP Expense Invoices process

This iteration consists of reviewing Create AP Expense Invoices process.

Create AP Expense Invoices process

Create AP Expense Invoices process generates purchase invoices containing reimbursable expenses to employees.

Field Name Description Status O R
Employee Permits to select an employee to create the purchase invoice. If no one is selected, the process creates purchase invoices for all the employees in Employee Expenses window Ready *
From Date Takes employee expenses from a defined date Ready
To Date Takes employee expenses to a defined date Ready
Date Invoiced Date of the purchase invoice that will be created Ready

Note: O stands for Optional, R stands for Read only.

Fixes: Light display refactor.

Iteration 9: Review of Project Setup and Use workflow

This iteration consists of reviewing Project Setup and Use workflow.

Fixes: Added, deleted and reordered some steps of the workflow.

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