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Contents
Window: Project
Description : Maintain Projects
Help : The Project Window is used to define the projects which will can be tracked by phases and tasks.
Tab: Project
Description : Define Project
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. Note that when the project Type is changed, the Phases and Tasks are re-created.
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 |
| Line Level | Project Line Level | Level on which Project Lines are maintained | ProjectLineLevel
CHAR(1) List |
| 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 | |
| Close Project | Processing
CHAR(1) Button |
Tab: Project Line
Description : Maintain Project Lines
Help : Maintain Project Level Lines
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 |
| 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: Phase
Description : Maintain Actual Project Phase
Help : Actual Phase of the Project with Status information - generated from Phase of Project Type.
Table Name : C_ProjectPhase
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 |
| 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 |
| Sequence | Method of ordering records; lowest number comes first | The Sequence indicates the order of records | SeqNo
NUMBER(10) Integer |
| 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 |
| Comment/Help | Comment or Hint | The Help field contains a hint, comment or help about the use of this item. | Help
NVARCHAR2(2000) 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 |
| Complete | It is complete | Indication that this is complete | IsComplete
CHAR(1) YesNo |
| Start Date | First effective day (inclusive) | The Start Date indicates the first or starting date | StartDate
DATE Date |
| End Date | Last effective date (inclusive) | The End Date indicates the last date in this range. | EndDate
DATE Date |
| 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 |
| Planned Amount | Planned amount for this project | The Planned Amount indicates the anticipated amount for this project or project line. | PlannedAmt
NUMBER Amount |
| Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | M_Product_ID
NUMBER(10) Search |
| Quantity | Quantity | The Quantity indicates the number of a specific product or item for this document. | Qty
NUMBER Quantity |
| 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 |
| Generate Order | Generate Order from Project Phase | The Generate Order process will generate a new Order document based on the project phase or tasks. A price list and warehouse/service point must be defined on the project. If a product is defined on phase level, the Phase information is used as the basis for the Order (milestone invoicing) - otherwise the individual tasks. | GenerateOrder
CHAR(1) Button |
| 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 |
Tab: Phase Line
Description : Project Lines of Phase
Help : Maintain Project Lines on Phase Level
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 Phase | Phase of a Project | C_ProjectPhase_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: Task
Description : Actual Project Task
Help : A Project Task in a Project Phase represents the actual work.
Table Name : C_ProjectTask
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 Phase | Phase of a Project | C_ProjectPhase_ID
NUMBER(10) TableDir | |
| Standard Task | Standard Project Type Task | Standard Project Task in a Project Phase with standard effort | C_Task_ID
NUMBER(10) TableDir |
| Sequence | Method of ordering records; lowest number comes first | The Sequence indicates the order of records | SeqNo
NUMBER(10) Integer |
| 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 |
| Comment/Help | Comment or Hint | The Help field contains a hint, comment or help about the use of this item. | Help
NVARCHAR2(2000) 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 |
| 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 |
| Planned Amount | Planned amount for this project | The Planned Amount indicates the anticipated amount for this project or project line. | PlannedAmt
NUMBER Amount |
| Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | M_Product_ID
NUMBER(10) Search |
| Quantity | Quantity | The Quantity indicates the number of a specific product or item for this document. | Qty
NUMBER Quantity |
| 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 |
Tab: Task Line
Description : Project Lines of Tasks
Help : Maintain Project Lines of Tasks
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 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: 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
Description for process "Set Project Type"
Input:
- Parameter Project Type
Process:
This process fix the field Project Type (C_ProjectType_ID) in the selected project.
It also fix the field Project Category (ProjectCategory) with the corresponding category on the type.
ONLY if the Project Category correspond to Service (Charge) the process copy to the current project the phases and tasks from the template on project type.
Ouput:
Project with type and category fixed, and phases and tasks copied from type.
