Screenshot:Service Project

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Service Project

Create and edit potential projects which your business partner's are bidding on. Create plans to purchase and proposals to your products if a business partner bid is won.

Service Project

Service Project

Add service projects for which your products will be needed.

• Organization : Organizational entity within client
• Search Key : A fast method for finding a particular record.
• Name : A non-unique identifier for a record/document often used as a search tool.
• Summary Level : A means of grouping fields in order to view or hide additional information.
• Phase
• Starting Date : A parameter stating when a specified request will begin.
• Planned End Date : The planned end data is when a contract is registered into the application.
• Real End Date : The date that a task, process, or action is to be completed or delivered by.
• Invoice to Project
• Sales Representative : The person in charge of a document.
• Person in Charge : An employee that is responsible for the project.
• Location / Address : A specific place or residence.
• Description : A space to write additional related information.
• Planned Amount : The monetary sum expected to be involved for a transaction line.
• Planned Quantity : The expected or provisional quantity to be involved for a transaction line.
• Planned Margin : The expected or provisional margin to be earned due to this transaction.
• Legally Binding Contract : Is this document a (legal) commitment?
• Price Ceiling : An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations.
• Contract Amount : The maximum legal monetary price a project may be billed for.
• Contract Quantity : The maximum legal quantity for a project.
• Service Revenue
• Planned Expenses
• Service Cost
• Reinvoiced Expenses
• Planned Service Margin %
• Planned Expenses Margin %
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Partner Address : The location of the selected business partner.
• User/Contact : An acquaintance to reach for information related to the business partner.
• Order Reference : A reference or document order number as listed in business partner application.
• Payment Method : It is the method by which payment is expected to be made or received.
• Payment Terms : The setup and timing defined to complete a specified payment.
• Create Temporary Price List : This option permits to indicate if a temporary price list will be created.
• Price List : A catalog of selected items with prices defined generally or for a specific partner.
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Warehouse : The location where products arrive to or are sent from.
• Change Project Status : Change project status
• Copy Details : Copy Lines/Phases/Tasks from another existing project
• Create Sales Order from Project : Generate Sales Order From Project
• Project Status : Indicates the current status of the project.
• Project : Identifier of a project defined within the Project & Service Management module.
• Work Type : A distinct work characteristic used for processes.
• Standard Phase : One section or part of a project which is potentially made up of one or many tasks.
• Set Project Type : Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project
• Sales Campaign : An advertising effort aimed at increasing sales.
• Project Type : Project Type is a template of a common project.
• Project Phase : A defined section of a project.
• Project Category : Project Category
• Project Balance : Total Project Balance
• Processed : A confirmation that the associated documents or requests are processed.
• Price List Version : A price list with a specified validity range.
• Planned po Amount
• Number of Copies : The number of copies of each document that will be printed.
• Last planned proposal date
• Invoice Quantity : The total number of a product included in an invoice to a business partner.
• Invoice Amount : The monetary sum that is invoiced for a specified item or service.
• Invoice Address : The location where the invoice payment request will be sent.
• Initiative Type
• Generate Order : Generate Order from Project
• Form of Payment : The method used for payment of this transaction.
• Created : Record create date
• Comments : A space to write additional related information.
• Close Project : Close Project
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.
• Account Number : Account Number

Project Line

Add your products and plan their prices for this project. Each product is added on its own line.

• Line No. : A line stating the position of this request in the document.
• Product : An item produced by a process.
• Planned Quantity : The expected or provisional quantity to be involved for a transaction line.
• Planned SO Net Unit Price : Planned price for this project line
• Planned Margin : The expected or provisional margin to be earned due to this transaction.
• Tax : The percentage of money requested by the government for this specified product or transaction.
• Planned PO Net Unit Price
• Description : A space to write additional related information.
• Product Identifier : A value specified in many forms.
• Product Name : A identifier for a document which can be used as a search tool.
• Product Description : A space to write additional related information.
• Planned Amount : The monetary sum expected to be involved for a transaction line.
• Sales Order : A unique and often automatically generated identifier for a sales order.
• Purchase Order : An often automatically generated unique identifier for a purchase order.
• Project Line : Task or step in a project
• Project Issue : x not implemented
• Project : Identifier of a project defined within the Project & Service Management module.
• Product Category : A classification of items based on similar characteristics or attributes.
• Processed : A confirmation that the associated documents or requests are processed.
• Print : A reference stating whether or not the document has been printed at any time in the past.
• Organization : Organizational entity within client
• Invoice Quantity : The total number of a product included in an invoice to a business partner.
• Invoice Amount : The monetary sum that is invoiced for a specified item or service.
• Get Price : Get Price for Project Line based on Project Price List
• Contract Quantity : The maximum legal quantity for a project.
• Contract Amount : The maximum legal monetary price a project may be billed for.
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.

Supplier

Add suppliers from whom you will buy products if necessary.

• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Price List : A catalog of selected items with prices defined generally or for a specific partner.
• Create Purchase Order from Project : Generate Purchase Order From Project
• Incoterms
• INCOTERM Description
• Project : Identifier of a project defined within the Project & Service Management module.
• Price List Version : A price list with a specified validity range.
• Organization : Organizational entity within client
• Comments : A space to write additional related information.
• Client : Client for this installation.
• C_Project_Vendor_ID
• Active : A flag indicating whether this record is available for use or de-activated.

Proposal

Create a proposal for a business partner trying to win the bid for the construction project.

• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Partner Address : The location of the selected business partner.
• Date Sent
• User/Contact : An acquaintance to reach for information related to the business partner.
• Sales Transaction : An indication that a transfer of goods and money between business partners is occurring.
• Payment Method : It is the method by which payment is expected to be made or received.
• Payment Terms : The setup and timing defined to complete a specified payment.
• Header Note
• Footer
• Copy Lines from Project : Copy Lines from Project
• Process a Winning Bid : Award contract to project
• Form of Payment : The method used for payment of this transaction.
• Project Proposal
• Project : Identifier of a project defined within the Project & Service Management module.
• Organization : Organizational entity within client
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.

Proposal Line

Add products to be included in your proposal for this business partner. Each product is added on its own line.

• Line No.
• Product : An item produced by a process.
• Quantity : The number of a certain item.
• Net Unit Price : The cost or value of a good or service.
• Description : A space to write additional related information.
• Product Identifier : A value specified in many forms.
• Product Name : A identifier for a document which can be used as a search tool.
• Product Description : A space to write additional related information.
• Project Proposal
• Organization : Organizational entity within client
• Client : Client for this installation.
• C_Projectproposalline_ID
• Active : A flag indicating whether this record is available for use or de-activated.

Followup

Edit the status of partners bid and thoughts on your proposal by following up with them.

• Creation Date : The date that this record is completed.
• User/Contact : An acquaintance to reach for information related to the business partner.
• Comments : A space to write additional related information.
• Project Proposal
• Organization : Organizational entity within client
• Client : Client for this installation.
• C_Projectproposaltask_ID
• Active : A flag indicating whether this record is available for use or de-activated.

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