User Manual 2.2/Project - Budget

Definition

Tabs

• Building site
• Line building site
• Vendor
• Proposal
• Line proposal
• Task proposal

Process Information

When the project is set as won (in Proposal tab) then winner Business Partner is copied to the Business Partner in Building site tab and the lines are copied to the Line Building Site tab. Afterwards, it is possible to change the status of the project using the Change Project Status button, this process will create a sales price list including all the products and prices in the "Line Building Site" tab.

The Generate Sales Order from Project process will create a new Sales Order header with the Business Partner in the project and the newly created price list. Lines are not created in this process, the must be added manually selecting the products using the associated price list.

The same applies for Generate Purchas Order from Project in Vendor tab.