Project Status (tppdm6107s000)

Use this session to maintain project status and financial result status.

LN allows multiple users to approve cost entries using the ION based workflow-process status. For more information, refer to Workflow status process.

Note: When you set the status of the sub project to Active, the values of the cost control levels are defaulted from the main project. The data cannot be modified.

Field Information

Project

The code that identifies the project.

Description

The description or name of the code.

Search Key

The search key associated with the project.

Contract Type

Indicates the default contract type for projects.

Note: This field is blank and disabled if the Multiple Contract Types check box is selected.
Multiple Contract Types

Indicates if multiple contract lines with different contract types are linked to the project. In such cases, the Contract Type field is blank and disabled.

Note: This check box is displayed and selected by default only if the project is linked to various contract types.
Invoice Type

The invoice type you choose determines the way invoicing is handled in Invoicing .

Note: This field is blank and disabled if the Multiple Invoicing Types check box is selected.
Multiple Invoicing Types

Indicates if multiple contract lines with different invoicing types are linked to the project. If such cases, the Invoice Type field is blank and disabled.

Note: This check box is displayed and selected by default only if the project is linked to various contract types.
Contract Execution

Indicates whether the contract is a main contract or a subcontract for your company. Main contract: your company is the main contractor. Subcontract: your company is a subcontractor and has concluded a contract with a main contractor.

Hierarchy Type

The project type indicates whether it concerns a single project, a main project, or a project with sub projects.

Main Project

The main project to which the sub-project belongs.

Main Project

The description or name of the code.

Start Date

The start date of the project (for information only).

Finish Date

The end date of the project (for information only).

Substantial Completion Date

The date agreed with the customer for the first completion of the project. This field is for information only and has no contractual implications.

Business Partner

The code that identifies the customer for the project.

Business Partner

The description or name of the code.

Project

If this check box is selected, the project has an attached text.

Project Status

The status of the project. If you start a project, you can only choose between the Free and Active status. If you want to enter actual costs, you must set the project status to Active. You can set the status to Finished when you want to determine results. After the Process Transactions (tpppc4802m000) is run, LN sets the project status to Closed and Archived.

Note: If the project status is Free but you rejected the project in the Estimate Phase, you can close the project. After you set the project status to Closed, preferably you must not reopen the project or set its status back to Finished, unless some correction or last minute changes are required to be carried out.
Workflow Status

The status that is applicable if the business object requires authorization approval using ION Workflow.

When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submit are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes.

  • Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session.
  • From the appropriate menu of this session, select Workflow and execute the required action for the business object.

Allowed values

Draft

The object is checked out. It can be changed and saved multiple times until the user submits the changes.

Pending

Any changes made to the object are submitted. The object is pending for approval. The data of the object cannot be modified.

Recall Requested

The object was already submitted, but is recalled by the user. Approval will not take place anymore. If the recall is accepted, the object status becomes Draft (Revision). If the Recall is rejected, the object status becomes Pending.

Draft (Revision)

The object was recalled after it was submitted and the recall is accepted. The object can be changed and saved multiple times until the user submits the changes.

Rejected

The submitted changes to the object are rejected. The user can make changes to the object and submit these changes again, or discard all changes.

Approval Received

The submitted changes to the object are approved. The object will automatically be checked in. If the check-in fails, the status remains Approval Received. An administrator must decide what to do with the object.

Approved

The submitted changes to the object are approved and the object is checked in.

Not Applicable

The object is checked in. Instead of an Object status, an Approval status is applicable.

Note: For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors.

Financial Result Status

The financial result status. To close such a project, you must use the Process Transactions (tpppc4802m000) session, then the final result is calculated.

Allowed values

Free

The project is not closed and the result is yet to be determined.

Determine Result

The financial result can be determined using the Process Transactions (tpppc4802m000) session.

Note: Infor LN allows you to set this status manually.
Result Determined

The financial result is calculated in Infor LN Financials using the Process Transactions (tpppc4802m000) session.

Note: Infor LN sets the status for this project.
Note: If actual costs or revenues are not specified for the project, the financial result status remains Free.