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Project Header



Critical Fields

Search key : Used to maintain unique name or code for the product

Name : Name of the Project

Line Level : Line Level details such as Project, Phase, Task.

Currency : Used to select the currency ISO code from the currency master. Indicates the Currency to be used when processing or reporting on this record

Planned Amount : This field is to mention details of planned Amount for the project

Planned Quantity : This field is to mention details of planned Quantity for the project

Planned Margin : This field is to mention details of planned Margin for the project

Invoice Rule : Committed Amount, None, Product Quantity, Time & Material, Time & Material Max Committed.

Committed Amount : This field is to mention details of Committed Amount corresponding to the project.

Committed Quantity : This field is to mention details of Committed Quantity Corresponding to the project.

Non-Critical Fields

Sales Representative: This field is used for sales rep updating purposes, It will display from the employee master when the sales rep field is checked

Description : To describe specifics or other information related to project

Note : Notes to be maintained in relation with project

Standard Phase : It's a Drop down to select Standard phase

Project Status : Current project status For example Cancelled, Initiated, In Progress, Planning, Post Completion, Suspended

Date last action : last date of actions

Contract Date : Date of contract

Date Start Schedule : Start schedule date

Date Finish Schedule Finish Schedule data

Business Partner : Used to select the business partner from the business partner master.

BPartner (Agent) : This field is to maintain BPArtner (Agent) details. It is a master data.

Partner Location : This field is updated automatically, based on the business partner

User/Contact : User/Contact details maintained in Business partner Master

Payment Term : The terms of payment(immediate ,30 days, etc

Order Reference : Order Reference details if any.

Warehouse: This field is for Product storage purposes, Select a warehouse where the product is stored.

Campaign : This field is to mention campaign details if any campaign carried out for project.

Price list version : Price list version for project, For Example Purchase price list, Sales price list etc

Activity : Activities executed for project purpose to be selected through drop down and created in activity master.

Project Lines



Critical Fields : -

1. Product : To select the product type an item, you can select the multiple products in this line item2. Product Category : Product Category is auto-fetched from product master.(Product master)3. Planned Price : his field is to mention details of planned Price for the project Line Product4. Planned Quantity : This field is to mention details of planned Quantity for the project Line Product5.Planned Amount : This field is to mention details of planned Amount for the project Line Product6. Planned Margin : This field is to mention details of planned Margin for the project Line product

Non-critical Fields :-

1. Description :- To Describe any specifics or notes regarding project line.Project Lines>>Phase Activity

Accounting



This is Auto Updated Tab.