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Create Dimension Value for Project Code

Create Project Dimension Value for the new project.

Step 1 - Go to Page Dimensions

Step 2 - Select Project Dimension, then select Action Dimension, Dimension Values

Step 3 - Enter Project Code and Project Name

Update Project Code to related job card

Step 1 - Go to Jobs then select the job card.

Step 2 - Select Job, Dimensions-Single Action

Step 3 - Select Dimension Code = Project

Step 4 - Select Dimension Value Code, Value Posting select “Same Code”

Update Project Code to Quotation

Step 1 - Go to Sales Quotes then select the Quotation.

Step 2 - Select Quote, Dimensions Action

Step 3 - Select Dimension Code = 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

Release Sales order when the material line is finalized.



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