Archive:User Manual 2.3/Project and Service Management
Contents |
Transactions
Multiphase Project
| Create and edit projects and tasks potentially requiring sales invoicing. |
Project
Create and plan a sales project.
Fields:
| Account No: | Account Number | |
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Change Project Status: | Change project status | |
| Client: | Client for this installation. | |
| Close Project: | ||
| Comments: | A space to write additional related information. | |
| Commitment: | Is this document a (legal) commitment? | |
| Contract Amount: | The maximum legal monetary price a project may be billed for. | |
| Contract Date: | The date a contract is registered into the application. | |
| Contract Quantity: | The maximum legal quantity for a project. | |
| Copy Details: | Copy Lines/Phases/Tasks from other Project | |
| Create Sales Order from Project: | Generate Sales Order From Project | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Expected expenses: | ||
| Expected margin: | ||
| Finish Date: | The date that a task, process, or action is to be completed or delivered by. | |
| Form of Payment: | The method used to pay the request. | |
| Generate Order: | Generate Order from Project | |
| Initiative: | ||
| Invoice Amount: | The monetary sum that is invoiced for a specified item or service. | |
| Invoice Quantity: | The total number of a product included in an invoice to a business partner. | |
| Invoice to Address: | The location where the invoice payment request will be sent. | |
| Invoice to Project: | ||
| Last planned proposal date: | ||
| Location / Address: | A specific place or residence. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Number of Copies: | The number of copies of each document that will be printed. | |
| Order Reference: | A reference or document order number as listed in business partner application. | |
| Organization: | Organizational entity within client | |
| Partner Address: | The location of the selected business partner. | |
| Payment Terms: | The setup and timing defined to complete a specified payment. | |
| Phase: | ||
| Planned Amount: | The monetary sum expected to be involved for a transaction line. | |
| Planned Margin: | The expected or provisional margin to be earned due to this transaction. | |
| Planned po Amount: | ||
| Planned Quantity: | The expected or provisional quantity to be involved for a transaction line. | |
| Price Ceiling: | An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations. | |
| Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
| Price List Version: | A price list with a specified validity range. | |
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Project: | A defined task or undertaking | |
| Project Balance: | Total Project Balance | |
| Project Category: | Project Category | |
| Project status: | ||
| Project Type: | A distinct project characteristic used for processes and sometimes grouped within a category. | |
| Reinvoicing Expenses: | ||
| Responsible: | ||
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Sales Representative: | The person in charge of carry out an order. | |
| Search Key: | A fast method for finding a particular record. | |
| Service cost: | ||
| Service margin: | ||
| Service revenue: | ||
| Set Project Type: | Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project | |
| Standard Phase: | One section or part of a project which is potentially made up of one or many tasks. | |
| Summary Level: | A means of grouping fields in order to view or hide additional information. | |
| User/Contact: | An acquaintance to reach for information related to the business partner. | |
| Warehouse / Service Point: | The location where products arrive to or are sent from. | |
| Work Type: | A distinct work characteristic used for processes. |
Project Phase
Define the invidual phases of this project.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Complete: | It is complete | |
| Contract Amount: | The maximum legal monetary price a project may be billed for. | |
| Description: | A space to write additional related information. | |
| Ending Date: | A parameter stating when a specified request will end. | |
| Generate Order: | Generate Order from Project Phase | |
| Help/Comment: | A comment that adds additional information to help users work with fields. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Price Ceiling: | An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations. | |
| Product: | An item produced by a process. | |
| Project: | A defined task or undertaking | |
| Project Phase: | A defined section of a project, sometimes made up of one or many phases. | |
| Quantity: | The number of a certain item. | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Sequence: | The order of records in a specified document. | |
| Standard Phase: | One section or part of a project which is potentially made up of one or many tasks. | |
| Start Date: | A parameter stating when a specified request will begin. | |
| Unit Price: | The price that will be paid for a specified item. |
Project Task
Define the individual tasks needed to complete this phase of the project.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Help/Comment: | A comment that adds additional information to help users work with fields. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Product: | An item produced by a process. | |
| Project Phase: | A defined section of a project, sometimes made up of one or many phases. | |
| Project Task: | A job to be carried out during the phase of a project. | |
| Quantity: | The number of a certain item. | |
| Sequence: | The order of records in a specified document. | |
| Standard Task: | Standard Project Type Task |
Service Project
| Create and edit projects and tasks potentially requiring purchase and sales invoicing.
Helps companies manage the profitability of their services and offerings. It can be thought of as a “cost center” allowing managers to track expenses, employee hours and efforts, purchases, etc. Companies will be in a better position to manage and correctly invoice clients. |
Header
Create and edit projects and tasks potentially requiring purchase and sales invoicing.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Close Project: | ||
| Comments: | A space to write additional related information. | |
| Commitment: | Is this document a (legal) commitment? | |
| Contract Amount: | The maximum legal monetary price a project may be billed for. | |
| Contract Date: | The date a contract is registered into the application. | |
| Contract Quantity: | The maximum legal quantity for a project. | |
| Copy Details: | Copy Lines/Phases/Tasks from other Project | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Finish Date: | The date that a task, process, or action is to be completed or delivered by. | |
| Generate Order: | Generate Order from Project | |
| Invoice Amount: | The monetary sum that is invoiced for a specified item or service. | |
| Invoice Quantity: | The total number of a product included in an invoice to a business partner. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Order Reference: | A reference or document order number as listed in business partner application. | |
| Organization: | Organizational entity within client | |
| Partner Address: | The location of the selected business partner. | |
| Payment Terms: | The setup and timing defined to complete a specified payment. | |
| Planned Amount: | The monetary sum expected to be involved for a transaction line. | |
| Planned Margin: | The expected or provisional margin to be earned due to this transaction. | |
| Planned Quantity: | The expected or provisional quantity to be involved for a transaction line. | |
| Price Ceiling: | An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations. | |
| Price List Version: | A price list with a specified validity range. | |
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Project: | A defined task or undertaking | |
| Project Balance: | Total Project Balance | |
| Project Category: | Project Category | |
| Project Type: | A distinct project characteristic used for processes and sometimes grouped within a category. | |
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Sales Representative: | The person in charge of carry out an order. | |
| Search Key: | A fast method for finding a particular record. | |
| Set Project Type: | Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project | |
| Standard Phase: | One section or part of a project which is potentially made up of one or many tasks. | |
| Summary Level: | A means of grouping fields in order to view or hide additional information. | |
| User/Contact: | An acquaintance to reach for information related to the business partner. | |
| Warehouse / Service Point: | The location where products arrive to or are sent from. |
Issues
Issues to the Project
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Attribute Set Value: | An attribute associated with a product as part of an attribute set. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Expense Line: | Time and Expense Report Line | |
| Line No.: | A line stating the position of this request in the document. | |
| Movement Date: | The date that a certain item is moved from one location to another. | |
| Movement Quantity: | The number of items being moved from one location to another. | |
| Organization: | Organizational entity within client | |
| Posted: | Posting status | |
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Product: | An item produced by a process. | |
| Project: | A defined task or undertaking | |
| Project Issue: | Project Issues (Material, Labor) | |
| Shipment/Receipt Line: | A statement displaying one item, charge, or movement in a shipment/receipt. | |
| Storage Bin: | A set of coordinates (x, y, z) which help locate an item in a warehouse. |
Lines
Add productsand services to be included in your purchase order. Each product or service is added by creating a line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Contract Amount: | The maximum legal monetary price a project may be billed for. | |
| Contract Quantity: | The maximum legal quantity for a project. | |
| Description: | A space to write additional related information. | |
| Get Price: | Get Price for Project Line based on Project Price List | |
| Invoice Amount: | The monetary sum that is invoiced for a specified item or service. | |
| Invoice Quantity: | The total number of a product included in an invoice to a business partner. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Planned Amount: | The monetary sum expected to be involved for a transaction line. | |
| Planned Margin: | The expected or provisional margin to be earned due to this transaction. | |
| Planned Price: | Planned price for this project line | ç |
| Planned Purchase Price: | ||
| Planned Quantity: | The expected or provisional quantity to be involved for a transaction line. | |
| Print: | A reference stating whether or not the document has been printed at any time in the past. | |
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Product: | An item produced by a process. | |
| Product Category: | A classification of items based on similar characteristics or attributes. | |
| Project: | A defined task or undertaking | |
| Project Issue: | Project Issues (Material, Labor) | |
| Project Line: | Task or step in a project | |
| Purchase Order: | An often automatically generated unique identifier for a purchase order. | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Tax: | The percentage of money requested by the government for this specified product or transaction. |
Construction 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. |
Construction Site
Add construction projects for which your products will be needed.
Fields:
| Account No: | Account Number | |
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Change Project Status: | Change project status | |
| Client: | Client for this installation. | |
| Close Project: | ||
| Comments: | A space to write additional related information. | |
| Commitment: | Is this document a (legal) commitment? | |
| Contract Amount: | The maximum legal monetary price a project may be billed for. | |
| Contract Date: | The date a contract is registered into the application. | |
| Contract Quantity: | The maximum legal quantity for a project. | |
| Copy Details: | Copy Lines/Phases/Tasks from other Project | |
| Create Sales Order from Project: | Generate Sales Order From Project | |
| Created: | Record create date | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Finish Date: | The date that a task, process, or action is to be completed or delivered by. | |
| Form of Payment: | The method used to pay the request. | |
| Generate Order: | Generate Order from Project | |
| Initiative: | ||
| Invoice Amount: | The monetary sum that is invoiced for a specified item or service. | |
| Invoice Quantity: | The total number of a product included in an invoice to a business partner. | |
| Invoice to Address: | The location where the invoice payment request will be sent. | |
| Invoice to Project: | ||
| Last planned proposal date: | ||
| Location / Address: | A specific place or residence. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Number of Copies: | The number of copies of each document that will be printed. | |
| Order Reference: | A reference or document order number as listed in business partner application. | |
| Organization: | Organizational entity within client | |
| Partner Address: | The location of the selected business partner. | |
| Payment Terms: | The setup and timing defined to complete a specified payment. | |
| Phase: | ||
| Planned Amount: | The monetary sum expected to be involved for a transaction line. | |
| Planned Margin: | The expected or provisional margin to be earned due to this transaction. | |
| Planned po Amount: | ||
| Planned Quantity: | The expected or provisional quantity to be involved for a transaction line. | |
| Price Ceiling: | An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations. | |
| Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
| Price List Version: | A price list with a specified validity range. | |
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Project: | A defined task or undertaking | |
| Project Balance: | Total Project Balance | |
| Project Category: | Project Category | |
| Project status: | ||
| Project Type: | A distinct project characteristic used for processes and sometimes grouped within a category. | |
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Sales Representative: | The person in charge of carry out an order. | |
| Search Key: | A fast method for finding a particular record. | |
| Set Project Type: | Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project | |
| Standard Phase: | One section or part of a project which is potentially made up of one or many tasks. | |
| Summary Level: | A means of grouping fields in order to view or hide additional information. | |
| User/Contact: | An acquaintance to reach for information related to the business partner. | |
| Warehouse / Service Point: | The location where products arrive to or are sent from. | |
| Work Type: | A distinct work characteristic used for processes. |
Construction Site Line
Add your products and plan their prices for this project. Each product is added on its own line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Contract Amount: | The maximum legal monetary price a project may be billed for. | |
| Contract Quantity: | The maximum legal quantity for a project. | |
| Description: | A space to write additional related information. | |
| Description: | A space to write additional related information. | |
| Get Price: | Get Price for Project Line based on Project Price List | |
| Identifier: | A value specified in many forms. | |
| Invoice Amount: | The monetary sum that is invoiced for a specified item or service. | |
| Invoice Quantity: | The total number of a product included in an invoice to a business partner. | |
| Line No.: | A line stating the position of this request in the document. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Planned Amount: | The monetary sum expected to be involved for a transaction line. | |
| Planned Margin: | The expected or provisional margin to be earned due to this transaction. | |
| Planned Price: | Planned price for this project line | |
| Planned Purchase Price: | ||
| Planned Quantity: | The expected or provisional quantity to be involved for a transaction line. | |
| Print: | A reference stating whether or not the document has been printed at any time in the past. | |
| Processed: | A confirmation that the associated documents or requests are processed. | |
| Product: | An item produced by a process. | |
| Product Category: | A classification of items based on similar characteristics or attributes. | |
| Project: | A defined task or undertaking | |
| Project Issue: | Project Issues (Material, Labor) | |
| Project Line: | Task or step in a project | |
| Purchase Order: | An often automatically generated unique identifier for a purchase order. | |
| Sales Order: | A unique and often automatically generated identifier for a sales order. | |
| Tax: | The percentage of money requested by the government for this specified product or transaction. |
Followup
Edit the status of partners bid and thoughts on your proposal by following up with them.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Comments: | A space to write additional related information. | |
| Creation Date: | The date that this record is completed. | |
| Organization: | Organizational entity within client | |
| Project proposal: | ||
| User/Contact: | An acquaintance to reach for information related to the business partner. |
Proposal
Create a proposal for a business partner trying to win the bid for the construction project.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Copy From: | Copy From Record | |
| Date send: | ||
| Footer: | ||
| Form of Payment: | The method used to pay the request. | |
| Header Note: | ||
| Organization: | Organizational entity within client | |
| Partner Address: | The location of the selected business partner. | |
| Payment Terms: | The setup and timing defined to complete a specified payment. | |
| Process a Winning Bid: | Award contract to project | |
| Project: | A defined task or undertaking | |
| Project proposal: | ||
| Sales Transaction: | An indication that a transfer of goods and money between business partners is occurring. | |
| User/Contact: | An acquaintance to reach for information related to the business partner. |
Proposal Line
Add products to be included in your proposal for this business partner. Each product is added on its own line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Identifier: | A value specified in many forms. | |
| Line No.: | ||
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Price: | The cost or value of a good or service. | |
| Product: | An item produced by a process. | |
| Project proposal: | ||
| Quantity: | The number of a certain item. |
Vendor
Add vendors from whom you will buy products if necessary.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Comments: | A space to write additional related information. | |
| Create Purchase Order from Project: | Generate Purchase Order From Project | |
| INCOTERM description: | ||
| Incoterms: | ||
| Organization: | Organizational entity within client | |
| Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
| Price List Version: | A price list with a specified validity range. | |
| Project: | A defined task or undertaking |
Expense Sheet
| Create a time or expense sheet in order to submit employee or invoicable expenses. |
Header
Create and process an expense sheet.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Approved: | Indicates if this document requires approval | |
| Business Partner : | Identifies an Employee | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Document No.: | An often automatically generated identifier for all documents. | |
| Expense Sheet: | A list of billable expenses related to time, travel, and basis business conduct. | |
| Organization: | Organizational entity within client | |
| Process Expenses: | ||
| Process Now: | A request to process the respective document or task. | |
| Report Date: | Expense/Time Report Date |
Lines
Add time and regular expense lines to your sheet. Each expense is added to an individual line and may or may not be invoiced to your customers.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Activity: | A distinct activity defined and used in activity based management. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Comments: | A space to write additional related information. | |
| Converted Amount: | The monetary sum at which one unit of measure is changed to another. | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Expense Amount: | Amount for this expense | |
| Expense Date: | Date of expense | |
| Expense Line: | Time and Expense Report Line | |
| Expense Sheet: | A list of billable expenses related to time, travel, and basis business conduct. | |
| Invoice Line: | A statement displaying one item or charge in an invoice. | |
| Invoice Price: | The price at which something may be invoiced, shown in the currency of the invoiced business partner. | |
| Invoiced: | It is invoiced | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Product: | An item produced by a process. | |
| Project: | A defined task or undertaking | |
| Project Phase: | A defined section of a project, sometimes made up of one or many phases. | |
| Project Task: | A job to be carried out during the phase of a project. | |
| Quantity: | The number of a certain item. | |
| Resource Assignment: | Resource Assignment | |
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Sales Order Line: | A unique and often automatically generated identifier for a sales order line. | |
| Time Sheet: | An indication that the charge is due to time, not typically justifiable by receipt. | |
| Time Type: | Type of time recorded | |
| UOM: | A non monetary unit of measure. |
Invoiceable Expenses
| View expenses before invoicing them to customers. |
Customer
Select the customer who will be receiving the sales invoice.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Customer: | A business partner who will be making purchases. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Name 2: | Additional space to write the name of a business partner. | |
| Payment Terms: | The setup and timing defined to complete a specified payment. | |
| Price List: | A catalog of selected items with prices defined generally or for a specific partner. | |
| Search Key: | A fast method for finding a particular record. |
Lines
View each expense line to be included in the sales invoice.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Activity: | A distinct activity defined and used in activity based management. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Comments: | A space to write additional related information. | |
| Converted Amount: | The monetary sum at which one unit of measure is changed to another. | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Expense Amount: | Amount for this expense | |
| Expense Date: | Date of expense | |
| Expense Line: | Time and Expense Report Line | |
| Expense Sheet: | A list of billable expenses related to time, travel, and basis business conduct. | |
| Invoice Line: | A statement displaying one item or charge in an invoice. | |
| Invoice Price: | The price at which something may be invoiced, shown in the currency of the invoiced business partner. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Product: | An item produced by a process. | |
| Project: | A defined task or undertaking | |
| Project Phase: | A defined section of a project, sometimes made up of one or many phases. | |
| Project Task: | A job to be carried out during the phase of a project. | |
| Quantity: | The number of a certain item. | |
| Re-invoice: | An indication that a transaction may be invoiced to a business partner. | |
| Resource Assignment: | Resource Assignment | |
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Sales Order Line: | A unique and often automatically generated identifier for a sales order line. | |
| Time Sheet: | An indication that the charge is due to time, not typically justifiable by receipt. | |
| Time Type: | Type of time recorded | |
| UOM: | A non monetary unit of measure. |
Create Sales Orders from Expenses
| Create sales orders from expenses automatically . |
Employee Expenses
| View internal employee expenses before processing them. |
Employee
Select the employee who is submitting the expenses.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Employee: | A business partner who will be working for an organization. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Name 2: | Additional space to write the name of a business partner. | |
| Payment Terms: | The setup and timing defined to complete a specified payment. | |
| Purchase Price List: | A catalog of selected products which can be purchased, each with a specified price. | |
| Search Key: | A fast method for finding a particular record. | |
| Vendor: | A business partner who sells products or services. |
Lines
View each expense line for the employee.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Activity: | A distinct activity defined and used in activity based management. | |
| Business Partner : | Anyone who takes part in daily business operations by acting as a customer, employee, etc. | |
| Client: | Client for this installation. | |
| Comments: | A space to write additional related information. | |
| Converted Amount: | The monetary sum at which one unit of measure is changed to another. | |
| Currency: | An accepted medium of monetary exchange that may vary across countries. | |
| Description: | A space to write additional related information. | |
| Expense Amount: | Amount for this expense | |
| Expense Line: | Time and Expense Report Line | |
| Expense Sheet: | A list of billable expenses related to time, travel, and basis business conduct. | |
| Invoice Line: | A statement displaying one item or charge in an invoice. | |
| Invoice Price: | The price at which something may be invoiced, shown in the currency of the invoiced business partner. | |
| Line No.: | A line stating the position of this request in the document. | |
| Organization: | Organizational entity within client | |
| Product: | An item produced by a process. | |
| Project: | A defined task or undertaking | |
| Project Phase: | A defined section of a project, sometimes made up of one or many phases. | |
| Project Task: | A job to be carried out during the phase of a project. | |
| Purchase Order Line: | Purchase Order Line | |
| Quantity: | The number of a certain item. | |
| Re-invoice: | An indication that a transaction may be invoiced to a business partner. | |
| Report Date: | Expense/Time Report Date | |
| Resource Assignment: | Resource Assignment | |
| Sales Campaign: | An advertising effort aimed at increasing sales. | |
| Time Sheet: | An indication that the charge is due to time, not typically justifiable by receipt. | |
| Time Type: | Type of time recorded | |
| UOM: | A non monetary unit of measure. |
Setup
Project Type
| Define projects types with typical phases and tasks to be used in projects. |
Project Type
Define a project type.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Help/Comment: | A comment that adds additional information to help users work with fields. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Project Category: | Project Category | |
| Project Type: | A distinct project characteristic used for processes and sometimes grouped within a category. |
Standard Phase
Define phases and products required during each phase, to be included in this type. Each phase is added by creating a line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Help/Comment: | A comment that adds additional information to help users work with fields. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Product: | An item produced by a process. | |
| Project Type: | A distinct project characteristic used for processes and sometimes grouped within a category. | |
| Sequence: | The order of records in a specified document. | |
| Standard Phase: | One section or part of a project which is potentially made up of one or many tasks. | |
| Standard Quantity: | Standard Quantity |
Standard Task
Define tasks to be completed during each phase. Each task is added by creating a line.
Fields:
| Active: | A flag indicating whether this record is available for use or de-activated. | |
| Client: | Client for this installation. | |
| Description: | A space to write additional related information. | |
| Help/Comment: | A comment that adds additional information to help users work with fields. | |
| Name: | A identifier for a document which can be used as a search tool. | |
| Organization: | Organizational entity within client | |
| Product: | An item produced by a process. | |
| Sequence: | The order of records in a specified document. | |
| Standard Phase: | One section or part of a project which is potentially made up of one or many tasks. | |
| Standard Quantity: | Standard Quantity | |
| Standard Task: | Standard Project Type Task |
Analysis Tools
Project Profitability Report
Create a report showing the profitability of selected projects.
Project Report
Create a report showing your project's details.
Project Proposal Tracker
| View proposals made to a budget project.
|
Expense Report
Add and edit expenses for a specific business partner.
Category: User Documentation Legacy ERP










