| | Project Details (tipcs2130m000)Use this session to list
general project details. In the details
session, you can maintain project details. This data is related to the
logistical actions and financial consequences of a customized demand. Note If you started the Project Details (tipcs2130m000) session by zooming, you can only find and select a
record. Project A collection of manufacturing and purchasing actions that are
performed especially for a particular customer order. A project is initiated by
a customer order for items having a To Order order policy. The purpose of a project is to plan and coordinate the production
of these items. For a standard-to-order production, the project is only
used to link the item with the customer order. Otherwise, a project can
include: - Customized item data (BOMs and routings)
- Project planning (activity planning)
A budget is a special type of project. A budget is used to
plan and estimate, not to carry out production. Project Status The status that is assigned to the project. This status, which
is displayed in most sessions, indicates the project progress. Depending on the
project status, some sessions cannot be executed or cannot yet be executed. Project Stage The current execution stage of the project. Stages are entered
in the Project Stages (tipcs2110m000) session. Budget The project of the type budget that originated the
actual project. Stage of Completion The percentage of work that is completed on the PCS
project. The percentage that you type in this field is displayed in
the POC (Manual) field of the Interim COGS and Revenues by Project (tipcs3190m000) session. The percentage can be
used in revenue recognition calculations to determine interim Cost of Goods
Sold (COGS) and interim revenue for a PCS project. Investment Project Internal projects are used to collect costs, such as costs
relating to warranties, product development, and investments. These projects
must not be included in Work In Process (WIP), but must be posted to separate
general ledger accounts in the Balance Sheet or P&L Statement. If this check box is selected, the project is an internal project. As a
result: - No sales order can
be created
- No financial entries
are made for Combination of PCS and Estimated Cost of Goods Sold or Combination
of PCS and Act. Costs of Goods Sold
If this check box is cleared, the project is an external project. As a
result: - A sales order can be
created.
- Financial entries
can be made for Combination of PCS and Estimated cost of Goods (with the Calculate Cost Prices by Project (tipcs3250m000) session).
Note - You cannot change
this field if one or more financial transactions are already being processed.
- Also an internal
project cannot be linked to a sales order line in the Sales Order Lines (tdsls4101m000) session.
Revenue Expected This checkbox is used to determine whether or not turnover is
expected for the project. This outcome determines when and how sales cost price
bookings are carried out. If this check box is selected, the sales
cost price bookings are created on the basis of an actual turnover. If it is an
actual turnover, the right sales cost price bookings will be created at the
next cost price calculation for the project. If this check box is cleared, sales cost
price bookings are created on the basis of the parts of the project. Once there
are sales orders for a project for which invoicing has taken place, or there
are no sales orders, then at the next cost-price calculation for the project
sales cost price bookings will be carried out for all parts of the project. Net Change Actual Costs If this check box is selected, financial transactions were recorded for this
project after the last time the actual cost prices were calculated in the Calculate Cost Prices by Project (tipcs3250m000) session. If you perform a net-change
actual cost price calculation, LN skips the projects for which this check box is cleared, because
the actual cost prices have not changed since the previous
calculation. If you perform an
actual cost price calculation in the Calculate Cost Prices by Project (tipcs3250m000) session, LN clears this check
box. If a financial transaction is recorded for a project, LN selects this check
box for that project. To perform a
net-change actual cost price calculation, in the Calculate Cost Prices by Project (tipcs3250m000) session, select the Net Change Only check box. POC Method With revenue recognition, you can calculate interim Cost of
Goods Sold (COGS) and interim revenue for a PCS project. The interim COGS and
revenue are based on the percentage of the work that is completed on the PCS
project. In this field, you must determine how the Percentage of Completion
(POC) is calculated for the PCS project. Post Interim Results by Cost Component With revenue recognition, you can calculate interim Cost of
Goods Sold (COGS) and interim revenue for a PCS project. If this check box is selected, the interim COGS is specified by detailed
cost components. You can view and maintain the detailed interim COGS in the COGS by Cost Component (tipcs3191m000) session. If this check box is cleared, the interim COGS is not specified by
detailed cost components. Instead, the interim COGS is posted on the cost
component that is specified in the Cost Component for Interim Postings field. Cost Component for Interim Postings The cost component on which the interim Cost of Goods Sold
(COGS) is posted. You can only enter a cost component if the Post Interim Results by Cost Component check box is
cleared. COGS and Revenues restricted to Financial Company of PCS Project If this check box is selected, PCS related COGS and
revenues are all posted on the financial company of the PCS project's calculation office. If this check box is cleared, PCS related COGS and
revenues are posted on the financial companies of the service department, sales
office and/or warehouse. This field is defaulted from the corresponding field in the Project Control Parameters (tipcs0100m000) session. Note If this check box is selected, and you clear the check
box, you cannot select the check box again. The reason is that before selecting
the check box again, you could have posted PCS related COGS and revenues to
financial companies that are different from the PCS project's financial
company, which is not allowed if this check box is selected. COGS Distribution based on This field is defaulted from the corresponding field in the Project Control Parameters (tipcs0100m000) session. Transfer between PCS Projects considered as Selling Relation If this check box is selected, the transfer of items
from one PCS project (the source project) to another PCS project (the target
project) results in a revenue on the source project. If this check box is cleared, the transfer of items from
one PCS project (the source project) to another PCS project (the target
project) results in a negative material cost booking on the source project. You
can consider such a negative booking as a correction of the actual costs on the
source project. Post Project Transactions on Current Date The date entered in to corresponding field in Project Control Parameters (tipcs0100m000) session is copied here whenever a PCS
Project is created. If the If this check box is selected, the current
date is used when cost bookings are made. If this check box is cleared, a date must be entered in to the Posting Date Cost/Turnover Sales field. Posting Date Cost/Turnover Sales The date on which the cost price and the sales turnover must
be entered upon the closing of the project. The value of this field can be
overwritten during the execution of session Close Project (tipcs2250m000). Invoiced Amount The total invoiced amount for the project in question. If it is
a main project, the invoiced amounts for the subprojects are automatically
aggregated to the main project with the Calculate Cost Prices by Project (tipcs3250m000) session. The invoiced amount
is updated during project cost calculation in the Calculate Cost Prices by Project (tipcs3250m000) session and Close Project (tipcs2250m000) session. The amount is
derived from all sales orders, service orders and warehouse orders at the
delivery side of the project for which invoices have been printed by the Invoicing module. If the POC method is None,
which means that no revenue recognition is used, the percentage invoiced is
calculated on the basis of this amount and the total expected amount of revenue. This percentage is
then used as a base for posting cost of goods sold on non-closed projects. The interim COGS bookings are based on the interim COGS
percentage in the Interim COGS and Revenues by Project (tipcs3190m000) session. Invoiced Amount The currency in which the
invoiced amount is expressed. Planning Method The planning method indicates whether the start date or
completion date in the network planning for the project should be regarded as
firm. Note You can select a
planning method only in the case of a main or single project. A subproject
automatically inherits the planning data of the main project. Start Date The desired or planned start date for the project. This date is
used or calculated by network planning. Note You can only fill in a start date if: - The project is a
main or single project.
- The forward planning
method is chosen.
Completion Date The desired or planned completion date for the project. You can only enter a delivery date if: - The project is a
main or single project.
- The backward
planning method is chosen.
Actualization Date The date that the cost price(s) and valuation price(s) for the
PCS project are calculated and actualized using the Calculate Cost Prices by Project (tipcs3250m000) session. Note that the actualization
date can differ from the effective date of the costing data. You must determine
the effective date in the Calculate Cost Prices by Project (tipcs3250m000) session. Actual Closing Date The date that the project is closed. Definitively Closed If this check box is selected, all financial
transactions for the project are deleted by the Delete Financial Transactions by Project (tipcs3200m000) session. You cannot reset the
project status anymore. H The total estimated capacity requirements for the project.
Using the Generate Network Planning (tipcs4210m000) session, this value is automatically
calculated on the basis of the estimated capacity requirements per activity.
For main projects, the estimated capacity requirements of the subprojects are
automatically aggregated to the main project. [H] The total aggregated capacity requirements for the project.
Using the Aggregate Estimated Capacity to Project (tipcs4201m000) session, this value is
automatically calculated on the basis of the project structure and the work
assembly per customized manufactured item. For main projects, the aggregated
capacity requirements for the subprojects are automatically aggregated to the
main project using the Generate Network Planning (tipcs4210m000) session. [H] The total number of hours spent on activities for the project
that have been accounted for. This value is automatically updated with the Process Hours and Expenses (bptmm1203m000) session. For main projects, the hours are
also aggregated for subprojects of the main project in the Generate Network Planning (tipcs4210m000) session. Actual Man Hours The actual man hours that are the posted to and processed by People. Actual Machine Hours The actual machine hours that are the posted to and processed
by People. | |