Create
...
Create Project Dimension Value for the new project.
...
Step 4 - Select Dimension Value Code
1.2 - Create Location for the project
Create Location and Inventory Posting Setup
Step 1 - Go to Locations then click New action.
Step 2 - Enter Location Code (10 char) and Name
Step 3 - Enter Address & Contact if any
Create Inventory Posting Setup for the new location
Step 1 - Go to Inventory Posting Setup
Step 2 - Select the new added location, then select Stock in Invt. Posting Group Code
Step 3 - Enter related G/L account number in Inventory Account and Inventory Account (interim) column respectively.
Combination for Location and “ITEM” / Location and “STOCK”
1.3 - Create Jobs for Project Engineering Schedule / Billing Schedule
...
Step 1 - Click [Jobs] in navigation bar.
...
Note: if the link not included in navigation bar, click Search button then enter Jobs into search box, select Jobs - Lists.
...
Step 2 - Create new Job by copy from template
...
Select Template then choose action Process => Copy Job
...
Select Job Tasks No. it needs to copy from the template…
...
Step 3 – Enter Job Information
...
- Change the Description / Bill-To Customer it copied from Template or source Job card
- Select Job, Dimensions action to enter the Project Code
- In Tasks section, select Manage, New Link or Delete Line to add Tasks or Delete Tasks
- Update the Job Planning Line
For Billing Schedule - fill up following data in Job Planning Lines:
- Planning Date – enter the target billing date
- Line Type – select Billable
- Type – select Item
- No – select ‘00’
- Description – change the description if needs
- Quantity – enter 1
- Unit Price – enter the amount for the payment
...
Step 4 – Create Sales Invoice - for billing schedule only
...
Create sales invoice for the deposit. Select Actions, Functions, Create Sales Invocie…
On-screen preview Jobs
- Jobs List – list of existing jobs
- Job Tasks – list of existing job tasks lines
- Role Centre – Invoicing Data Cues to preview no. of invoice need to create
Report
- Job Suggested Billing
- Jobs Per Customer
1.4 - Create Sales Order for the project
...
Step 1 – Select Sales Order then select New Action
...
...
OR click + Sales Order in Action menu
...
Step 2 – Copy Sales Order from Quotation
...
Sales Order card page to be prompt, enter Customer Name then select Prepare, Copy Document Action
...
In copy sales document dialogue, slect the option as below
- Document type = Quote,
- Document No. = the sales quote no.
- Select Include Header
IMPORTANT – make sure the project code is recored on the sales order. If project code is recorded in source qotation, it should be copy to the sales order. Enter the Project Code in sales order if missing.
...
Step 3 – Add line for material list
...
Sales line to be copied from the sales quotation.
IMPORTANT*
- if the item if generic and the description to be different on each order, user need to update the description in sales line.
- If the unit of measure is not base unit, user must change the UOM code before edit the description. Once UOM is change, system will reflash the Description.
- [Purchasing Code] – select MATERIAL. If purchasing code is empty, the sales line will not show on the Requisition worksheet.
- No need to enter unit price for the material list item
Report – Customer Order Details to preview the list of material need to purchase for the project
- Filter Total by Project Code
- Filter Sales Order Line by Purchasing Code
...
Step 4 – Release Sales Order
...