Screenshot:Service Project

From InfiniteERP Wiki
Revision as of 14:33, 24 October 2018 by Wikiadmin (talk | contribs) (Created page with "{{BackTo|Window screenshots}} == Service Project == Create and edit potential projects which your business partner's are bidding on. Create plans to purchase and proposals t...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search
Back button.png   Back to Window screenshots


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.
Back button.png   Back to Window screenshots
Retrieved from "https://wiki.infinite-erp.co.id/index.php?title=Screenshot:Service_Project&oldid=660"