ManPageW Project(LinesIssues)

From ADempiere ERP Wiki

Jump to: navigation, search

Return to Index

Enjoy it, and help to fill it! But please, always respecting copyright.

Please write your contributions under the Contributions Section



Contents

Window: Project (Lines/Issues)

Description : Maintain Sales Order and Work Order Details

Help : The Project Window is used to maintain details of Projects Lines and Issues accross Phases/Tasks



Tab: Project

Description : Maintain Sales Order Projects and Work Orders

Help : The Project Tab is used to define the Value, Name and Description for each project. It also is defines the tracks the amounts assigned to, committed to and used for this project.

Table Name  : C_Project

Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Search Key Search key for the record in the format required - must be unique A search key allows you a fast method of finding a particular record.

If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order).

Value

NVARCHAR2(40)

String

Sales Representative Sales Representative or Company Agent The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. SalesRep_ID

NUMBER(10)

Table

Name Alphanumeric identifier of the entity The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. Name

NVARCHAR2(60)

String

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(255)

Text

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Summary Level This is a summary entity A summary entity represents a branch in a tree rather than an end-node. Summary entities are used for reporting and do not have own values. IsSummary

CHAR(1)

YesNo

Note Optional additional user defined information The Note field allows for optional entry of user defined information regarding this record Note

NVARCHAR2(2000)

Text

Set Project Type Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project C_ProjectType_ID

NUMBER(10)

Button

Standard Phase Standard Phase of the Project Type Phase of the project with standard performance information with standard work C_Phase_ID

NUMBER(10)

TableDir

Contract Date The (planned) effective date of this document. The contract date is used to determine when the document becomes effective. This is usually the contract date. The contract date is used in reports and report parameters. DateContract

DATE

Date

Finish Date Finish or (planned) completion date The finish date is used to indicate when the project is expected to be completed or has been completed. DateFinish

DATE

Date

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(10)

Search

BPartner (Agent) Business Partner (Agent or Sales Rep) C_BPartnerSR_ID

NUMBER(10)

Table

Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner C_BPartner_Location_ID

NUMBER(10)

TableDir

User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact AD_User_ID

NUMBER(10)

TableDir

Payment Term The terms of Payment (timing, discount) Payment Terms identify the method and timing of payment. C_PaymentTerm_ID

NUMBER(10)

TableDir

Order Reference Transaction Reference Number (Sales Order, Purchase Order) of your Business Partner The business partner order reference is the order reference for this specific transaction; Often Purchase Order numbers are given to print on Invoices for easier reference. A standard number can be defined in the Business Partner (Customer) window. POReference

NVARCHAR2(20)

String

Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. M_Warehouse_ID

NUMBER(10)

TableDir

Campaign Marketing Campaign The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. C_Campaign_ID

NUMBER(10)

TableDir

Price List Version Identifies a unique instance of a Price List Each Price List can have multiple versions. The most common use is to indicate the dates that a Price List is valid for. M_PriceList_Version_ID

NUMBER(10)

TableDir

Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Currency_ID

NUMBER(10)

TableDir

Planned Amount Planned amount for this project The Planned Amount indicates the anticipated amount for this project or project line. PlannedAmt

NUMBER

Amount

Planned Quantity Planned quantity for this project The Planned Quantity indicates the anticipated quantity for this project or project line PlannedQty

NUMBER

Quantity

Planned Margin Project's planned margin amount The Planned Margin Amount indicates the anticipated margin amount for this project or project line. PlannedMarginAmt

NUMBER

Amount

Invoice Rule Invoice Rule for the project The Invoice Rule for the project determines how orders (and consequently invoices) are created. The selection on project level can be overwritten on Phase or Task ProjInvoiceRule

CHAR(1)

List

Committed Amount The (legal) commitment amount The commitment amount is independent from the planned amount. You would use the planned amount for your realistic estimation, which might be higher or lower than the commitment amount. CommittedAmt

NUMBER

Amount

Committed Quantity The (legal) commitment Quantity The commitment amount is independent from the planned amount. You would use the planned amount for your realistic estimation, which might be higher or lower than the commitment amount. CommittedQty

NUMBER

Quantity

Invoiced Amount The amount invoiced The amount invoiced InvoicedAmt

NUMBER

Amount

Quantity Invoiced The quantity invoiced InvoicedQty

NUMBER

Quantity

Project Balance Total Project Balance The project balance is the sum of all invoices and payments ProjectBalanceAmt

NUMBER

Amount

Copy Details Copy Lines/Phases/Tasks from other Project CopyFrom

CHAR(1)

Button

Generate Order Generate Order from Project The Generate Order process will generate a new Order document based on the project phase. A price list and warehouse/service point must be defined on the project. GenerateTo

CHAR(1)

Button

Close Project Processing

CHAR(1)

Button


Tab: Line

Description : Define Project Lines

Help : The Project Lines Tab is used to define the lines (products and/or services) associated with this Project. This is an alternative to Project Phases. You would use lines, if you do not want to use a Project Type template with phases.

Table Name  : C_ProjectLine

Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Project Financial Project A Project allows you to track and control internal or external activities. C_Project_ID

NUMBER(10)

TableDir

Project Phase Phase of a Project C_ProjectPhase_ID

NUMBER(10)

TableDir

Project Task Actual Project Task in a Phase A Project Task in a Project Phase represents the actual work. C_ProjectTask_ID

NUMBER(10)

TableDir

Line No Unique line for this document Indicates the unique line for a document. It will also control the display order of the lines within a document. Line

NUMBER(10)

Integer

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(255)

Text

Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. M_Product_ID

NUMBER(10)

Search

Product Category Category of a Product Identifies the category which this product belongs to. Product categories are used for pricing and selection. M_Product_Category_ID

NUMBER(10)

TableDir

Planned Price Planned price for this project line The Planned Price indicates the anticipated price for this project line. PlannedPrice

NUMBER

CostsPrices

Planned Quantity Planned quantity for this project The Planned Quantity indicates the anticipated quantity for this project or project line PlannedQty

NUMBER

Quantity

Get Price Get Price for Project Line based on Project Price List DoPricing

CHAR(1)

Button

Planned Amount Planned amount for this project The Planned Amount indicates the anticipated amount for this project or project line. PlannedAmt

NUMBER

Amount

Printed Indicates if this document / line is printed The Printed checkbox indicates if this document or line will included when printing. IsPrinted

CHAR(1)

YesNo

Planned Margin Project's planned margin amount The Planned Margin Amount indicates the anticipated margin amount for this project or project line. PlannedMarginAmt

NUMBER

Amount

Committed Amount The (legal) commitment amount The commitment amount is independent from the planned amount. You would use the planned amount for your realistic estimation, which might be higher or lower than the commitment amount. CommittedAmt

NUMBER

Amount

Committed Quantity The (legal) commitment Quantity The commitment amount is independent from the planned amount. You would use the planned amount for your realistic estimation, which might be higher or lower than the commitment amount. CommittedQty

NUMBER

Quantity

Invoiced Amount The amount invoiced The amount invoiced InvoicedAmt

NUMBER

Amount

Quantity Invoiced The quantity invoiced InvoicedQty

NUMBER

Quantity

Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you cloase an order, unshipped (backordered) quantities are cancelled. C_Order_ID

NUMBER(10)

Search

Purchase Order Purchase Order C_OrderPO_ID

NUMBER(10)

Table

Project Issue Project Issues (Material, Labor) Issues to the project initiated by the "Issue to Project" process. You can issue Receipts, Time and Expenses, or Stock. C_ProjectIssue_ID

NUMBER(10)

TableDir

Processed The document has been processed The Processed checkbox indicates that a document has been processed. Processed

CHAR(1)

YesNo


Tab: Issues

Description : Issues to the Project

Help : The lab lists the Issues to the project initiated by the "Issue to Project" process. You can issue Receipts, Time and Expenses, or Stock.

Table Name  : C_ProjectIssue

Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Project Financial Project A Project allows you to track and control internal or external activities. C_Project_ID

NUMBER(10)

TableDir

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Line No Unique line for this document Indicates the unique line for a document. It will also control the display order of the lines within a document. Line

NUMBER(10)

Integer

Movement Date Date a product was moved in or out of inventory The Movement Date indicates the date that a product moved in or out of inventory. This is the result of a shipment, receipt or inventory movement. MovementDate

DATE

Date

Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. M_Product_ID

NUMBER(10)

Search

Attribute Set Instance Product Attribute Set Instance The values of the actual Product Attribute Instances. The product level attributes are defined on Product level. M_AttributeSetInstance_ID

NUMBER(10)

ProductAttribute

Locator Warehouse Locator The Locator indicates where in a Warehouse a product is located. M_Locator_ID

NUMBER(10)

Locator

Movement Quantity Quantity of a product moved. The Movement Quantity indicates the quantity of a product that has been moved. MovementQty

NUMBER

Quantity

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(255)

Text

Shipment/Receipt Line Line on Shipment or Receipt document The Shipment/Receipt Line indicates a unique line in a Shipment/Receipt document M_InOutLine_ID

NUMBER(10)

Search

Expense Line Time and Expense Report Line S_TimeExpenseLine_ID

NUMBER(10)

Search

Processed The document has been processed The Processed checkbox indicates that a document has been processed. Processed

CHAR(1)

YesNo

Posted Posting status The Posted field indicates the status of the Generation of General Ledger Accounting Lines Posted

CHAR(1)

Button


Tab: Accounting

Description : Define Project Accounting

Help : The Accounting Tab is used to define the Asset Account to use when a project is completed and the associated asset realized.

Table Name  : C_Project_Acct

Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Project Financial Project A Project allows you to track and control internal or external activities. C_Project_ID

NUMBER(10)

TableDir

Accounting Schema Rules for accounting An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar C_AcctSchema_ID

NUMBER(10)

TableDir

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Project Asset Project Asset Account The Project Asset account is the account used as the final asset account in capital projects PJ_Asset_Acct

NUMBER(10)

Account

Work In Progress Account for Work in Progress The Work in Process account is the account used in capital projects until the project is completed PJ_WIP_Acct

NUMBER(10)

Account

Contributions

Personal tools