Project (Lines Issues) (Venster ID-286)

Venster: Project (Lines/Issues)

Beschrijving: 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

Beschrijving: 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.

Bestand:Project (Lines/Issues) - Project - Venster (iDempiere 1.0.0).png

Naam	Naam	Beschrijving	Help	Specificaties
Client	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 numeric(10) NOT NULL Table Direct
Organization	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 numeric(10) NOT NULL Table Direct
Search Key	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 character varying(40) NOT NULL String
Sales Representative	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 numeric(10) Table
Name	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 character varying(60) NOT NULL String
Description	Beschrijving	Optional short description of the record	A description is limited to 255 characters.	Description character varying(255) Text
Active	Actief	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 character(1) NOT NULL Yes-No
Summary Level	Samenvatting Niveau	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 character(1) NOT NULL Yes-No
Note	Note	Optional additional user defined information	The Note field allows for optional entry of user defined information regarding this record	Note character varying(2000) Text
Set Project Type	Set Project Type	Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project		C_ProjectType_ID numeric(10) Button
Standard Phase	Standard Phase	Standard Phase of the Project Type	Phase of the project with standard performance information with standard work	C_Phase_ID numeric(10) Table Direct
Contract Date	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 timestamp without time zone Date
Finish 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 timestamp without time zone Date
Business Partner	Relatie	Identifies a Business Partner	A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson	C_BPartner_ID numeric(10) Search
BPartner (Agent)	BPartner (Agent)	Business Partner (Agent or Sales Rep)	null	C_BPartnerSR_ID numeric(10) Table
Partner Location	Relatie Locatie	Identifies the (ship to) address for this Business Partner	The Partner address indicates the location of a Business Partner	C_BPartner_Location_ID numeric(10) Table Direct
User/Contact	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 numeric(10) Table Direct
Payment Term	Payment Term	The terms of Payment (timing, discount)	Payment Terms identify the method and timing of payment.	C_PaymentTerm_ID numeric(10) Table Direct
Order Reference	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 character varying(20) String
Warehouse	Warehouse	Storage Warehouse and Service Point	The Warehouse identifies a unique Warehouse where products are stored or Services are provided.	M_Warehouse_ID numeric(10) Table Direct
Campaign	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 numeric(10) Table Direct
Price List Version	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 numeric(10) Table Direct
Currency	Munteenheid	The Currency for this record	Indicates the Currency to be used when processing or reporting on this record	C_Currency_ID numeric(10) NOT NULL Table Direct
Planned Amount	Planned Amount	Planned amount for this project	The Planned Amount indicates the anticipated amount for this project or project line.	PlannedAmt numeric NOT NULL Amount
Planned Quantity	Planned Quantity	Planned quantity for this project	The Planned Quantity indicates the anticipated quantity for this project or project line	PlannedQty numeric NOT NULL Quantity
Planned Margin	Planned Margin	Project's planned margin amount	The Planned Margin Amount indicates the anticipated margin amount for this project or project line.	PlannedMarginAmt numeric NOT NULL Amount
Invoice Rule	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 character(1) NOT NULL List
Committed 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 numeric NOT NULL Amount
Committed Quantity	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 numeric NOT NULL Quantity
Invoiced Amount	Invoiced Amount	The amount invoiced	The amount invoiced	InvoicedAmt numeric NOT NULL Amount
Quantity Invoiced	Quantity Invoiced	The quantity invoiced	null	InvoicedQty numeric NOT NULL Quantity
Project Balance	Project Balance	Total Project Balance	The project balance is the sum of all invoices and payments	ProjectBalanceAmt numeric NOT NULL Amount
Copy Details	Copy Details	Copy Lines/Phases/Tasks from other Project	null	CopyFrom character(1) Button
Generate Order	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 character(1) Button
Close Project	Close Project	null	null	Processing character(1) Button

TAB: Line

Beschrijving: 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.

Bestand:Project (Lines/Issues) - Line - Venster (iDempiere 1.0.0).png

Naam	Naam	Beschrijving	Help	Specificaties
Client	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 numeric(10) NOT NULL Table Direct
Organization	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 numeric(10) NOT NULL Table Direct
Project	Project	Financial Project	A Project allows you to track and control internal or external activities.	C_Project_ID numeric(10) NOT NULL Table Direct
Project Phase	Project Phase	Phase of a Project	null	C_ProjectPhase_ID numeric(10) Table Direct
Project Task	Project Task	Actual Project Task in a Phase	A Project Task in a Project Phase represents the actual work.	C_ProjectTask_ID numeric(10) Table Direct
Line No	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 numeric(10) NOT NULL Integer
Active	Actief	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 character(1) NOT NULL Yes-No
Description	Beschrijving	Optional short description of the record	A description is limited to 255 characters.	Description character varying(255) Text
Product	Producten	Product, Service, Item	Identifies an item which is either purchased or sold in this organization.	M_Product_ID numeric(10) Search
Product Category	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 numeric(10) Table Direct
Planned Price	Planned Price	Planned price for this project line	The Planned Price indicates the anticipated price for this project line.	PlannedPrice numeric NOT NULL Costs+Prices
Planned Quantity	Planned Quantity	Planned quantity for this project	The Planned Quantity indicates the anticipated quantity for this project or project line	PlannedQty numeric NOT NULL Quantity
Get Price	Get Price	Get Price for Project Line based on Project Price List	null	DoPricing character(1) Button
Planned Amount	Planned Amount	Planned amount for this project	The Planned Amount indicates the anticipated amount for this project or project line.	PlannedAmt numeric NOT NULL Amount
Printed	Geprint	Indicates if this document / line is printed	The Printed checkbox indicates if this document or line will included when printing.	IsPrinted character(1) NOT NULL Yes-No
Planned Margin	Planned Margin	Project's planned margin amount	The Planned Margin Amount indicates the anticipated margin amount for this project or project line.	PlannedMarginAmt numeric NOT NULL Amount
Committed 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 numeric Amount
Committed Quantity	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 numeric Quantity
Invoiced Amount	Invoiced Amount	The amount invoiced	The amount invoiced	InvoicedAmt numeric NOT NULL Amount
Quantity Invoiced	Quantity Invoiced	The quantity invoiced	null	InvoicedQty numeric NOT NULL Quantity
Order	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 close an order, unshipped (backordered) quantities are cancelled.	C_Order_ID numeric(10) Search
Purchase Order	Aankoop Volgorde	Aankoop Volgorde	null	C_OrderPO_ID numeric(10) Table
Project Issue	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 numeric(10) Table Direct
Processed	Processed	The document has been processed	The Processed checkbox indicates that a document has been processed.	Processed character(1) NOT NULL Yes-No

TAB: Issues

Beschrijving: 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.

Bestand:Project (Lines/Issues) - Issues - Venster (iDempiere 1.0.0).png

Naam	Naam	Beschrijving	Help	Specificaties
Project Issue	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 numeric(10) NOT NULL ID
Process Now	Process Now	null	null	Processing character(1) Yes-No
Client	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 numeric(10) NOT NULL Table Direct
Organization	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 numeric(10) NOT NULL Table Direct
Project	Project	Financial Project	A Project allows you to track and control internal or external activities.	C_Project_ID numeric(10) NOT NULL Table Direct
Active	Actief	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 character(1) NOT NULL Yes-No
Line No	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 numeric(10) NOT NULL Integer
Movement Date	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 timestamp without time zone NOT NULL Date
Product	Producten	Product, Service, Item	Identifies an item which is either purchased or sold in this organization.	M_Product_ID numeric(10) NOT NULL Search
Attribute Set Instance	Attribuut Set Instantie (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 numeric(10) Product Attribute
Locator	Locator	Warehouse Locator	The Locator indicates where in a Warehouse a product is located.	M_Locator_ID numeric(10) NOT NULL Locator (WH)
Movement Quantity	Movement Quantity	Quantity of a product moved.	The Movement Quantity indicates the quantity of a product that has been moved.	MovementQty numeric NOT NULL Quantity
Description	Beschrijving	Optional short description of the record	A description is limited to 255 characters.	Description character varying(255) Text
Shipment/Receipt Line	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 numeric(10) Search
Expense Line	Expense Line	Time and Expense Report Line	null	S_TimeExpenseLine_ID numeric(10) Search
Processed	Processed	The document has been processed	The Processed checkbox indicates that a document has been processed.	Processed character(1) NOT NULL Yes-No
Posted	Posted	Posting status	The Posted field indicates the status of the Generation of General Ledger Accounting Lines	Posted character(1) NOT NULL Button

TAB: Accounting

Beschrijving: 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.

Bestand:Project (Lines/Issues) - Accounting - Venster (iDempiere 1.0.0).png

Naam	Naam	Beschrijving	Help	Specificaties
Client	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 numeric(10) NOT NULL Table Direct
Organization	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 numeric(10) NOT NULL Table Direct
Project	Project	Financial Project	A Project allows you to track and control internal or external activities.	C_Project_ID numeric(10) NOT NULL Table Direct
Accounting Schema	Accounting Schema	Rules for accounting	An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar	C_AcctSchema_ID numeric(10) NOT NULL Table Direct
Active	Actief	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 character(1) NOT NULL Yes-No
Project Asset	Project Asset	Project Asset Account	The Project Asset account is the account used as the final asset account in capital projects	PJ_Asset_Acct numeric(10) NOT NULL Account
Work In Progress	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 numeric(10) NOT NULL Account