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

File:WS800002.png
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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