Projects/Project Service Management Review/Development Status
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:
- Type inside the folder where you want psm-review project to be downloaded:
svn co https://dev.openbravo.com/websvn/openbravo/branches/obsolete/psm-review/ openbravo-psm-review
- Configure Openbravo.properties file.
- Create database from *.xml files and install Openbravo ERP in a single step by typing inside your project's folder:
ant install.source
- Deploy .war file to Apache Tomcat context folder (usually webapps) to access Openbravo ERP via your web browser.
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 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 logics. 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 not 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 | * | |
| User/Contact | Person making the followup. | 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 | * |
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 logics 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.
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.
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 | * |
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.
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.
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 |
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.
Category: Projects