项目全方位视图 (tipcs0320m000)
使用此进程以查看、维护和创建与 PCS 项目相关的数据。
项目控制 (PCS) 中的项目用于支持制造和按订单设计流程。PCS 项目中通常混合了生产订单和活动。
通常,项目经理使用“项目全方位视图 (tipcs0320m000)”进程执行如下任务:
- 监控 PCS 项目的进度。
- 列出项目的必购材料。
- 查看项目的已分配能力和可用能力。
- 检查项目成本是否超过预算。
如何使用“项目全方位视图 (tipcs0320m000)”进程
如果在“项目全方位视图 (tipcs0320m000)”进程中选择了项目列表中的一个 PCS 项目,则会在进程页眉中显示该项目的成本和工时。复选框中的复选标记指明哪些数据可用于 PCS 项目。单击复选框可以启动要查看、维护或创建项目数据的进程。
可以使用以下进程和图形浏览器框架 (GBF):
项目结构
- 项目构成 (tipcs2111m000)
- 项目结构 (tipcs2115m000)
- 活动 (tipcs4101m000)
- 安装 (tsbsc1110m100)
项目计划
- 模块计划 (tipcs4120m000)
- 活动概览 (tipcs4503m000)
- 计划订单 (cprrp1100m000)
- 项目资源计划 (tipcs0520s100)
- 显示挂钩树的 GBF。
项目工程
- 有效单元 (tcuef0502m000)
- 工程物料 (tiedm0110m000)
- 生产物料全方位视图 (timfc1500m000)
- 多层物料清单
项目执行
- 销售报价单行 (tdsls1501m000)
- 销售订单行 - 监控 (tdsls4510m000)
- 采购订单行监控 (tdpur4501m500)
- 仓单(多份) (whinh2100m000)
- 生产订单 (tisfc0501m000)
- 服务订单 (tssoc2100m000)
- 项目 (PCS) 工时 (bptmm1170m000)
- 库存全方位视图 (whwmd4300m000)
项目成本计算
- 按项目列出的期中销售成本和收益 (tipcs3190m000)
- 按项目列出的标准成本 (tipcs3560m000)
- 销售订单分期付款 (tdsls4110m000)
- 按项目列出的 PCS 财务事务处理 (tipcs3500m001)
警告
- 采购订单行监控 (tdpur4501m500)
- 显示挂钩树的 GBF。
- 显示挂钩树的 GBF。
- 按资源列出的例外消息 (cprao1130m000)
筛选项目
若只想查看相关项目,可以激活筛选程序。要激活基于项目状态的筛选程序,请在相应菜单上单击“视图”下的某个命令。
可以使用项目全方位视图 (tppdm6500m100) 进程查看、维护和创建与项目子系统中的项目相关的数据。
- Filter Projects
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- 项目员工
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在公司工作并起特定作用(如销售代表、生产计划员、采购员或信用分析员)的人员。
- 买方业务伙伴
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从组织订购货物或服务的业务伙伴,该业务伙伴拥有需要您维护的配置,或者要求您为其执行某个项目。这通常指客户的采购部门。
与买方业务伙伴签定的协议可包括下列内容:
- 默认的价格和折扣协议
- 销售订单默认值
- 交货条款
- 相关的进货方和发票接受方业务伙伴
- 计算组
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A code representing a group of projects the user uses to compare financial data.
You can assign a calculation group to:
- A budget
- A main project (as long as the calculation group is not assigned to another project or single project)
- A single project (as long as the calculation group is not assigned to another main project or single project)
- 项目阶段
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The stage that the project has reached. You can assign a specific stage to a project in the 项目详细资料 (tipcs2130m000) session.
- Totals
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- 项目控制系统/车间管理/企业计划的剩余能力
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The total number of hours that is planned in 项目控制, 作业车间控制模块, and 企业计划子系统. The remaining capacity is the sum of the following hours:
- The rough capacity requirements for PCS minus the hours already spent for PCS.
- The remaining time required for JSC.
- The machine and man capacity required for setup and production planned by 企业计划子系统.
- 耗用关键能力
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All processed man hours and machine hours in 项目 for the PCS project, including hours booked on JSC orders linked to the PCS project.
- 项目控制系统/车间管理/企业计划的能力合计
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The total number of hours, which is the sum of the 项目控制系统/车间管理/企业计划的剩余能力 field and the 耗用关键能力 field.
- 实际人工时数
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The man hours actually used to carry out the operation.
- 实际机时
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The machine hours actually used to carry out the operation.
- 已开票(包括增值税)
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The order amount for which already an invoice is sent. The invoiced amount shows the total amount per invoice. When different PCS Projects or standard items and customized items are combined on a single invoice it is no longer possible to present correct amounts for separate PCS Projects individually.
The amount is derived from all sales orders, service orders and warehouse orders at the delivery side of the PCS project for which invoices have been printed by the 统一开票 module.
If the project is a main project, the invoiced amounts for the subprojects are automatically aggregated to the main project with the 按项目计算标准成本 (tipcs3250m000) session.
The invoiced amount is updated during project cost calculation in the 按项目计算标准成本 (tipcs3250m000) session and 项目结算 (tipcs2250m000) session.
- 已开票且已付款(包括增值税)
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The invoice amount for the PCS project that are already paid.
- 发票未付(包括增值税)
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The invoice amount for the PCS project that is not yet paid. The amount is calculated as follows:
已开票(包括增值税) - 已开票且已付款(包括增值税)
- Project Structure
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- Project Parts
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Click to start the Project Parts (tipcs2111m000) session.
- Subprojects
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Click to start the Project Structure (tipcs2115m000) session.
- Activities
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Click to start the 活动 (tipcs4101m000) session.
- Service Configuration
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Click to start the 安装 (tsbsc1110m100) session.
- Project Planning
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- Module Planning
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Click to start the 模块计划 (tipcs4120m000) session.
- Activity Overview
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Click to start the 活动概览 (tipcs4503m000) session.
- Planned Orders
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Click to start the 计划订单 (cprrp1100m000) session.
- Project Resource Plan
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Click to start the 项目资源计划 (tipcs0520s100) session. The check box is selected if the project needs capacity of one or more work centers.
- Pegging Tree
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Click to start the pegging tree, in which you can view all sales order lines that are related to the PCS project. For every sales order line, the related supply orders are displayed
If the order is displayed in red, a planner signal code is present.
From the pegging tree, you can start the related order.
- Project Engineering
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- Effectivity Units
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Click to start the 有效单元 (tcuef0502m000) session.
- Engineering Items
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Click to start the 工程物料 (tiedm0110m000) session.
- Item Dashboard
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Click to start the 生产物料全方位视图 (timfc1500m000) session.
- Graphical Product Tree
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Click to start the graphical browser (GBF) to view and maintain a graphical representation of the multilevel BOM.
- Project Execution
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- Sales Quotation Lines
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Click to start the 销售报价单行 (tdsls1501m000) session.
- Sales Order Lines
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Click to start the 销售订单行 - 监控 (tdsls4510m000) session.
- Purchase Order Lines
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Click to start the 采购订单行监控 (tdpur4501m500) session.
- Warehouse/Item Transfers
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Click to start the 仓单(多份) (whinh2100m000) session.
- JSC Production Orders
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Click to start the 生产订单 (tisfc0501m000) session.
- Service Orders
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Click to start the 服务订单 (tssoc2100m000) session.
- Hours Accounting
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Click to start the 项目 (PCS) 工时 (bptmm1170m000) session.
- Warehouse Inventory
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Click to start the 库存全方位视图 (whwmd4300m000) session.
- Project Costing
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- Interim COGS and Revenues
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Click to start the 按项目列出的期中销售成本和收益 (tipcs3190m000)session.
- Project Costs
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Click to start the 按项目列出的标准成本 (tipcs3560m000) session.
- Invoices
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Click to start the 发票 (cisli3605m000) session.
- Installments
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Click to start the 销售订单分期付款 (tdsls4110m000) session.
- Financial Transactions
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Click to start the 按项目列出的 PCS 财务事务处理 (tipcs3500m001) session.
- Alerts
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- Purchase Volume Expected not Received
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Click to start the 采购订单行监控 (tdpur4501m500) session.
Project managers want to know whether purchased material is on schedule. If not, they can decide to remind the suppliers. In the 采购订单行监控 (tdpur4501m500) session you can check the purchase orders with a planned receipt in the past, but which are not received yet.
- High Priority Planning Signals Pegging Tree
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Click to start the graphical browser form (GBF) to display the pegging tree. In the pegging tree you can view all sales order lines that are related to the PCS project with a specific planning signal priority. The priority ranges from 0 (zero) to the value that you type in the Priority field. For every sales order line, the related supply orders are displayed
- Priority
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If you click
, you will view all sales order lines in the pegging tree that are related to the PCS project with a planning signal priority number up to and including the number in this field. - Resource Signals
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Click to start the 按资源列出的例外消息 (cprao1130m000) session. You can check if resource signals are present for a resource used by the project.
- 已达业务伙伴的信用限额
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如果选中此复选框, the credit limit of the invoice-to business partner is exceeded.
- 发票过期(包括增值税)
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The invoice amount for the PCS project that is overdue.
- 亏损
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如果选中此复选框, the total estimated costs exceed the total estimated revenue.
- Projects
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- 项目
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A collection of manufacturing and purchasing actions that are performed for a particular customer order. A project is initiated to plan and coordinate the production of the to be manufactured items.
For a standard-to-order production, the project is only used to link the item with the customer order. A project can also include these:
- Customized item data (BOMs and routings)
- Project planning (activity planning)
- 项目类型
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/baanerp/tc/domains/kopr
- 计算中心
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A work center of the type 成本计算 that is used to determine the enterprise unit for a project, or production order and also has an administrative function.
Note:When linked to production orders, the 用作计算中心 check box in the 工作中心 (tirou0101m000) session must be selected for the work center.
- 买方业务伙伴
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从组织订购货物或服务的业务伙伴,该业务伙伴拥有需要您维护的配置,或者要求您为其执行某个项目。这通常指客户的采购部门。
与买方业务伙伴签定的协议可包括下列内容:
- 默认的价格和折扣协议
- 销售订单默认值
- 交货条款
- 相关的进货方和发票接受方业务伙伴
- 项目员工
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在公司工作并起特定作用(如销售代表、生产计划员、采购员或信用分析员)的人员。
- 项目状态
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- 自由
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您可以执行项目工程。 这意味着您可以执行下列操作:
- 使用项目控制 定义项目主计划 (PMS)。
- 维护项目结构。
- 使用定制物料清单和工艺流程表来维护定制产品结构。
- 完成项目估算。
- 模拟
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指根据网络计划模拟大致的能力需求计划和详细的材料和资源需求计划 (RRP)。 分别显示模拟项目的能力需求。 LN 生成计划 RRP 采购订单、计划生产订单以及定制物料的 PRP 仓单。 但是,不能下达这些订单。 而且,在 RRP 中不会将标准物料分配给项目。
- 活动
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此状态指示项目正处于执行阶段。 您可以下达计划订单,这样可以启动所需的采购活动和生产活动,进而完成这些活动。
- 已取消
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项目已被取消。 您不能向该项目下达新订单,但是您可以完成待处置的后勤活动。 可以结束一个已取消的项目,但也可以保持其已取消状态。 如果项目保持在已取消的状态,请注意,最终成本将不会过帐到财务管理,并且已完成的订单上仍会存在在制品 (WIP)。 只有结束了项目,才会过帐成本。
- 已结束
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就涉及的制造模块而言,项目已结束。 另外,所有采购活动和生产活动均已完成或已结算,项目的所有销售订单也已交货。
- 已结算
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从财务角度说,项目已结算。 这意味着已经计算出项目的财务结果。 不能再将项目的财务事务处理过帐到该项目。
- 即将结算
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如果在项目控制参数 (tipcs0100m000) 进程中选中限于 PCS 项目财务公司的销售成本和收益复选框,则将在销售部门、服务部门和/或仓库的财务公司而不是 PCS 项目的财务公司过帐财务事务处理。 如果内部发票已从 PCS 项目发送至这些部门且尚未完成,项目结算 (tipcs2250m000) 进程会将项目状态设置为即将结算,而不是已结算。 必须先完成内部发票,然后再次运行项目结算 (tipcs2250m000) 进程才能将项目状态设置为已结算。
- 已存档
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项目已被存档。 这意味着所有项目数据都已存储在存档文件中,而且已从原始文件中删除。
- 项目阶段
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Indicates the current execution stage of the project. You can enter project stages using the Project Stages (tipcs2110m000) session.
- 起始日期
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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.
- 完成日期
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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.
- 允许工程
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如果清除此复选框, all end items of the project are standard-to-order items. No customized BOM or routing can therefore be maintained. As soon as a customized item is added to the project, LN automatically selects this check box.
如果清除此复选框, the following PCS functionality does not apply:
- Customized item data (BOMs and Routings).
- Project planning.
- Project structures (main/sub projects).
- Activities.
- Network planning.
- Module planning.
- General costs.
- Service orders on the project.
- Project surcharges.
- Cost calculation at project level.
Note:Projects for which the 允许工程 check box is not selected in the 项目 (tipcs2101m000) session, cannot be copied.
- 文本
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如果选中此复选框, additional project text is present.