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 |
For Billing Schedule - fill up following data in Job Planning Lines:
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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
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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*
Report – Customer Order Details to preview the list of material need to purchase for the project
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Step 4 – Release Sales Order |
Release Sales order when the material line is finalized. |