Project order entry

Related topics

Project orders consist of a header level, phase level and element level. For information about the maintenance of project phases and elements, see About project phases and About project elements.

Project/Quotation type

Each project order or quotation is connected to a project/quotation type that defines the following:

• Invoice plan
  The order type defines if an invoice plan can be created for a project/quotation. If so, it can either be created on header or phase level. If invoice plans are used the order type also defines the item to be used for the invoicing.
• Pricing
  The order type defines if the net sales price can be changed for the project/quotation. For quotations, the order type also defines the default mark-up percentage between estimated cost price and sales price.
• Printing options
  The order type defines if it should be possible to print the order/quotation. If so, default printing values can also be defined in the order type.
• Invoicing
  The order type defines if the project lines should be invoiced based on time/material.
• Project start/end dates
  The order type defines if start and end dates should be mandatory to enter on the project header, phase and activities. If this is the case it will not be possible to enter a project line with a dispatch date that is outside the defined date interval.
• Statistics
  The order type defines if the Project transaction statistics should be updated.
• Transaction creation from DC1 Manufacturing
  The order type defines if project transactions should be created when a project element line is linked to a manufacturing order.
• Retrieval of cost and sales prices
  The order type defines from where the cost and sales prices should be retrieved at activity and service reporting. They can either be retrieved from the Activity code table and the Project service code table or from the project element line.
• Creation of MDC project
  If DC1 Multi Distribution Centre is installed and activated, the order type defines if a project link in a supplying company should be created as well. Note: This only applies if the program is in Project mode and is only valid for a MDC sales order line in a selling company which has a project link.

Project header status codes

As you work your way through the different stages in the project order cycle, the system will automatically assign status codes to the project order. The project order header has the following status modes:

Enquiries and printouts

• Project order enquiry
  In this enquiry you can also view all existing project quotations. You drill down to view information about addresses, invoice plans, header, phase elements, texts, item structure, etc.
• Project/quotation type enquiry
• Project printout
  This printout is accessed from the Work with project orders panel via the Print option. The printout will display details for the selected project or quotation such as invoice plan etc and will be structured in the following way:
  • Header information
    Customer address, project number, date, terms of delivery, terms of payment, currency, reference, description, start and end date, fixed project price if specified.
  • Phase (one block per phase)
    Phase number, description, start and end date, project price if specified, phase addresses if specified. Phase texts, lines, services and activities sequenced by line number as specified in the entry programs. Invoicing plan on phase level is printed after the details of the phase.
  • Invoicing plan on header level (if specified)
    The printout is provided in the project header language.
• Project quotation printout

Related topics

• Create a project order
• Open a completed project
• Close a completed project
• Delete a project
• About project phases
• About project elements