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Created page with "{{BackTo|Screens_Reference}} == Multiphase Project == Create and edit projects and tasks potentially requiring sales invoicing. === Multiphase Project === Create and plan a..."

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== Multiphase Project ==
Create and edit projects and tasks potentially requiring sales invoicing.

=== Multiphase Project ===

Create and plan a multiphase project.
* '''[[Screenshot:Organization#Organization | 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.
* '''Set Project Type''' : Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project
* '''Project Status''' : Indicates the current status of the project.
* '''[[Screenshot:Project Type#Project Type | Project Type]]''' : Project Type is a template of a common project.
* '''[[Screenshot:Multiphase Project#Project Phase | Current Phase]]''' : One section or part of a project which is potentially made up of one or many tasks.
* '''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.
* '''Description''' : A space to write additional related information.
* '''[[Screenshot:User#User | Sales Representative]]''' : The person in charge of a document.
* '''[[Screenshot:Business Partner#Business Partner | Person in Charge]]''' : An employee that is responsible for the project.
* '''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'''
* '''Services Provided Cost'''
* '''Outsourced Cost'''
* '''Total Service Cost'''
* '''Reinvoiced Expenses'''
* '''Planned Service Margin %'''
* '''Planned Expenses Margin %'''
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''[[Screenshot:Business Partner#Location/Address | Partner Address]]''' : The location of the selected business partner.
* '''[[Screenshot:User#User | 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.
* '''[[Screenshot:Payment Method#Payment Method | Payment Method]]''' : It is the method by which payment is expected to be made or received.
* '''[[Screenshot:Payment Term#Header | Payment Terms]]''' : The setup and timing defined to complete a specified payment.
* '''[[Screenshot:Price List#Price List | Price List]]''' : A catalog of selected items with prices defined generally or for a specific partner.
* '''[[Screenshot:Currency#Currency | Currency]]''' : An accepted medium of monetary exchange that may vary across countries.
* '''[[Screenshot:Warehouse and Storage Bins#Warehouse | 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
* '''Work Type''' : A distinct work characteristic used for processes.
* '''[[Screenshot:Project Type#Standard Phase | Standard Phase]]''' : One section or part of a project which is potentially made up of one or many tasks.
* '''[[Screenshot:Sales Campaign#Sales Campaign | Sales Campaign]]''' : An advertising effort aimed at increasing sales.
* '''Project Category''' : Project Category
* '''Project Balance''' : Total Project Balance
* '''Project''' : Identifier of a project defined within the Project & Service Management module.
* '''Processed''' : A confirmation that the associated documents or requests are processed.
* '''[[Screenshot:Price List#Price List Version | Price List Version]]''' : A price list with a specified validity range.
* '''Planned po Amount'''
* '''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.
* '''Planned Amount''' : The monetary sum expected to be involved for a transaction line.
* '''Phase'''
* '''Number of Copies''' : The number of copies of each document that will be printed.
* '''[[Screenshot:Location#Location | Location / Address]]''' : A specific place or residence.
* '''Last planned proposal date'''
* '''Invoice to Project'''
* '''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.
* '''[[Screenshot:Business Partner#Location/Address | 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.
* '''Create Temporary Price List''' : This option permits to indicate if a temporary price list will be created.
* '''Create Sales Order from Project''' : Generate Sales Order From Project
* '''Comments''' : A space to write additional related information.
* '''Close Project''' : Close Project
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Account No.''' : Account Number
=== Project Phase ===

Define the invidual phases of this project.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Sequence Number''' : The order of records in a specified document.
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''[[Screenshot:Product#Product | Product]]''' : An item produced by a process.
* '''Quantity''' : The number of a certain item.
* '''Net Unit Price''' : The price that will be paid for a specified item.
* '''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.
* '''Ending Date''' : A parameter stating when a specified request will end.
* '''Phase Complete''' : Phase is complete
* '''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.
* '''Description''' : A space to write additional related information.
* '''[[Screenshot:Project Type#Standard Phase | Standard Phase]]''' : One section or part of a project which is potentially made up of one or many tasks.
* '''[[Screenshot:Sales Order#Header | Sales Order]]''' : A unique and often automatically generated identifier for a sales order.
* '''Create Sales Order from Project Phase''' : Generate Order from Project Phase
* '''Project Phase''' : A defined section of a project.
* '''[[Screenshot:Service Project#Service Project | Project]]''' : Identifier of a project defined within the Project & Service Management module.
* '''Help/Comment''' : A comment that adds additional information to help users work with fields.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
=== Project Task ===

Define the individual tasks needed to complete this phase of the project.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Sequence Number''' : The order of records in a specified document.
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''[[Screenshot:Product#Product | Product]]''' : An item produced by a process.
* '''Quantity''' : The number of a certain item.
* '''Net Unit Price''' : The price that will be paid for a specified item.
* '''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.
* '''Ending Date''' : A parameter stating when a specified request will end.
* '''Task Complete''' : Task is complete
* '''[[Screenshot:Project Type#Standard Task | Standard Task]]''' : Standard Project Type Task
* '''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.
* '''Description''' : A space to write additional related information.
* '''Project Task''' : A job to be carried out during the phase of a project.
* '''[[Screenshot:Multiphase Project#Project Phase | Project Phase]]''' : A defined section of a project.
* '''Help/Comment''' : A comment that adds additional information to help users work with fields.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
=== Accounting ===

Define Project Accounting
* '''[[Screenshot:General Ledger Configuration#General Ledger Configuration | General Ledger]]''' : The book containing all financial transactions recorded for the legal entity.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Project Accounting'''
* '''[[Screenshot:Service Project#Service Project | Project]]''' : Identifier of a project defined within the Project & Service Management module.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.

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Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Multiphase Project == Create and edit projects and tasks potentially requiring sales invoicing. === Multiphase Project === Create and plan a..."