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Work with project orders, Phase elements (POM100H)

Related topics

The purpose of this program is to work with project/quotation phase elements. The panel displays all project phase elements that are currently in the system. They will appear in descending project number order.

Options


Create acq Select this option to create an acquisition.

Note: This option is only valid for element type 1 = Line. Depending on the acquisition type, different types of orders can be created. A prompt will be displayed before the order is created.
Acq type 2 = Manufacturing order
Acq type 3 = Purchase- order or requisition
Manufacturing orders can be created for project lines that are linked to a sales order.
Maint acq Select this option to maintain an acquisition order.

Note: This option is only valid if an order link exists. Depending on the order link information, different functions will be called when you enter 9 beside a record. You will receive panel:

  • Select acquisition order if the manufacturing order is linked to a sales order and the acquisition order status is less than 60. This selection panel allows you to choose the order you want to maintain.
  • Work with sales orders if the order type is 1. If there is an error, the panel corresponding to that error will be displayed.
  • Work with purchase orders if the order type is 2.
  • Work with requisition orders if the order type is 5.
  • Manufacturing order enquiry if the acquisition order is 60 (=closed) and a single manufacturing order is connected to a sales order.
  • Manufacturing order network enquiry if the acquisition order is 60 (=closed) and multiple manufacturing orders are connected to a sales order.
Cancel acq Select this option to cancel an acquisition order. Note: This option is only valid if an order link exists and if the acquisition type is not 1 (sales order).
Structure This option can only be selected if DC1 Manufacturing is installed and activated. Select this option to maintain structures. Note: This option is only valid for element type 1 (Line).
Sum structure This option can only be selected if DC1 Manufacturing is installed and activated. Select this option to create cumulative structure. Note: This option is only valid for element type 1 (Line and items with material structure).

Function keys


Selection fields

Order number
This column displays the project/project quotation number.
Ver
This column displays project quotation version. This is only displayed for project quotations.
Pha
This column displays the phase number that is registered in intervals of 10 denoting the order in which the project phases are displayed.
Line
This column displays the line number that is registered in intervals of 10 denoting the line order within the phase element.
Type
This column denotes the element type.

Valid codes are:

Code Description
1 Lines (items)
2 Services
3 Activities
Element code
This column displays the project/quotation phase element code that identifies an item, a service or an activity depending on the element type.
Order link
This column displays the order link. This information refers to a connected order and is built up with the following parts:

Type of order:

1 = Sales order
2 = Purchase order
3 = Manufacturing order
5 = Requisition order
Order number
Order line number
(if a sales, purchase or a requisition order)
Text
This column denotes if a text is connected to the element line.
S
This column denotes the status of the phase element.

Valid codes are:

Acquisition type
This column displays the acquisition type.
Quantity
This column displays the ordered quantity units of the item.
Dispatch date
This column displays the dispatch date of the line. If it is blank, the dispatch date will be retrieved from the project header.
Cost code 1
This column displays the project cost code 1 for the line.
Cost code 2
This column displays the project cost code 2 for the line.