复制项目 (tppdm7840m000)
使用此进程以将数据从一个项目复制到另一个项目。除定制物料和项目仓库以外,几乎可以复制所有来源项目数据。
LN 允许您复制成本细目设置:
- 从现有项目复制到新项目
- 从模板复制到新项目
- 从现有项目复制到模板项目
- 从一个现有项目复制到另一个现有项目
如果使用项目 (tppdm6100m000) 进程的“操作”菜单中的“从模板创建项目”选项,进程将打开为“从模板创建项目”。已禁用“复制估算至项目”复选框。
如果使用项目 (tppdm6100m000) 进程的“操作”菜单中的“另存为模板”选项,进程将打开为“另存为模板”。已禁用“复制估算至项目”复选框。
仅当目标仓库存在下列情况时,才能将其复制到目标项目:
- 类型为“项目”。
- 与目标项目使用同一企业单元。
- 未链接至项目。
- 如果复制具有已配置的通用物料的材料预算行,则不能复制产品变型。
- 对于项目控制模块 (PCS) 物料,仅当在同一项目中复制预算行时,才会复制产品变型。
- 如果已复制某个项目或预算,则必须运行“定制预算中的物料 (tpptc1255m000)”进程,才能定制新项目和/或预算的预算行上的物料。
将包含项目控制模块 (PCS) 物料的预算行复制到另一个项目时,在下列情况下不会复制项目控制模块 (PCS) 物料,而且必须替换项目控制模块 (PCS) 物料:
- 如果该物料源自配置通用物料,通用物料将替换新项目中的项目控制模块 (PCS) 物料。“项目物料 (tppdm0505m000)”进程中必须存在替换项目控制模块 (PCS) 物料的物料,否则不能复制预算行。
- 如果该物料源自标准物料,标准物料将替换新项目中的项目控制模块 (PCS) 物料。“项目物料 (tppdm0505m000)”进程中必须存在替换项目控制模块 (PCS) 物料的物料,否则不能复制预算行。
- 如果该物料不是源自标准物料或配置物料,则不会复制预算行。
- 项目
-
The code that identifies the project from which you are copying data.
- Description
-
代码的说明或名称。
- Project Status
-
The status of the project from which you are copying.
- 企业单元
-
The enterprise unit of the copied project.
- Enterprise Unit
-
代码的说明或名称。
- 项目
-
The code that identifies the project to which you are copying data.
- Description
-
代码的说明或名称。
- 子项目
-
如果选中此复选框, the project is a subproject.
- 主项目
-
Specify the project to which the subproject is linked.
Note:This field is enabled only if the 子项目 check box is selected.
If the target project is a sub project and a template, you must link a project which is defined as a Main project and a template in the 项目 (tppdm6100m000) session.
If the source project you are copying is not a template, you must link a project which is defined as a Main project and is not a template in the 项目 (tppdm6100m000) session.
- Description
-
代码的说明或名称。
- 项目地址码
-
Enter the default address code of the target project.
- Description
-
代码的说明或名称。
- 供货方地址
-
Enter the default address code of the target project.
- 项目经理
-
The employee who is the manager for the project.
Note:When you specify a value in this field, Infor LN checks if the specified employee’s data exists in the 员工个人数据 (bpmdm0101m000) session and the employee is Active (based on the 到职日期 and the 离职日期). Else, a warning message is displayed. You can ignore the message.
- Description
-
代码的说明或名称。
- 企业单元
-
The enterprise unit of the new project. The financial transactions that result from the project work, are posted to the financial company that is linked to this enterprise unit.
By default, this is the same enterprise unit as the enterprise unit of the source project. If you enter a new enterprise unit, the following conditions apply:
- The enterprise unit must be present in the 企业单元 (tcemm0130m000) session.
- The home currencies of the financial company of the target enterprise unit must be the same as the home currencies of the financial company that is linked to the enterprise unit of the source project.
- The fiscal periods of the source project must be the same as the fiscal periods of the financial company of the enterprise unit of the target project.
- The new project periods must be in line with the 财务管理 periods of the 期间 (tfgld0105m000) session.
- Enterprise Unit
-
代码的说明或名称。
- 优先供应仓库
-
The general warehouse defined in the target project from where the goods are sent to the project warehouse.
Note:This field is mandatory only when the 仓储管理 (WH) check box is selected in the 已实施的软件组件 (tccom0100s000) session.
- Description
-
代码的说明或名称。
- 起始日期
-
The start date of the project.
When you specify the project start date, LN calculates the project finish date on the basis of the duration of the activity. The date is deflected forward or backward on the basis of preponement or postponement of the project start date.
The activity dates also are deflected on the basis of the duration of the activity and the dates are deflected forward or backward on the basis of preponement or postponement of the activity start date.
- 结束日期
-
The end date of the project.
When you specify the project finish date, LN calculates the project start date on the basis of the duration of the activity. The date is deflected forward or backward on the basis of preponement or postponement of the project finish date.
The activity dates also are deflected on the basis of the duration of the activity and the dates are deflected forward or backward on the basis of preponement or postponement of the activity finish date.
- 复制估算至项目
-
如果选中此复选框, an estimate project is copied to a new project with a new series number. The estimate project is automatically blocked, the bid is accepted. You can only add estimate lines to the new project. Actual budget data is not copied, because the target project may have a defined estimate.
- 通用项目数据
-
如果选中此复选框,LN copies the following data:
- Revenue codes of progress invoicing elements
- Contracts by project items
- Project specific rates
- Project documents
- Employees responsible by project
- Appointments by project
- Third parties by project
- Contract by project and price group
Note:The option is not available if you are copying to an existing project.
If you use the external program tax provider, the general project data must be copied.
- 项目相关成本对象
-
如果选中此复选框, LN copies the following data:
- Project item project data
- Project labor data
- Project equipment data
- Project subcontracting data
- Project sundry costs
- Costing Breaks
-
如果选中此复选框, Infor LN copies the costing break set-up.
Note:Infor LN copies the costing break set-up:
- To a new project : Copies the costing break set-up to a new project from an existing project after the project structure is copied including the elements and the activities.
- To a new project from a template: Copies the costing break set-up from a template project to a new project.
- To a template from an existing project: Copies the costing break set-up to a template from an existing project. In case the copied peg data does not exist in the target project, the element/activity values are cleared.
- To an existing project from an existing project: Copies the costing break set-up to an existing project. In case the copied peg data does not exist in the target project, the element/activity values are cleared.
- 估算
-
如果选中此复选框, LN copies the following data:
- Estimate versions
- Estimate structures
- structural elements
- Estimate lines
- 范围
-
如果选中此复选框, LN copies the following data:
- Elements
- Element relationships
- Project plans
- Activity structure
- Milestones
- Extensions
Note:The 范围 check box gets checked by default when you select the Baselines, Bottom Up, Top Down, Budget Cost Analysis Codes, Time Phased Budget Analysis Codes, Advance Payment Requests, Installments, Budget Surcharges, Cost Surcharges and Revenue Surcharges check box.
- 基线
-
如果选中此复选框, LN copies the following data:
- Baselines
- Activity
- Milestone Baselines
- 自下而上
-
如果选中此复选框, LN copies the following data:
- Elements
- Element relationships
- Plans
- Activities
- Extensions
- Material budget lines
- Labor budget lines
- Equipment budget lines
- Subcontracting budget lines
- Sundry cost budget lines
Note:To copy this data, you must select the 项目相关成本对象 check box.
When you copy the budget data, by default the structure is also copied.
- 自上而下
-
如果选中此复选框, LN copies the following data:
- Budget versions
- Budget amounts of activities by versions
- EV method related data
- 预算成本分析版本
-
如果选中此复选框, LN copies the budget cost analysis codes by project.
- 分时段预算分析版本
-
如果选中此复选框, LN copies the time phased budget analysis codes by project.
- 预算附加费
-
如果选中此复选框, LN copies the budget cost surcharges by project.
- 成本附加费
-
如果选中此复选框, LN copies the cost surcharges.
- 收益附加费
-
如果选中此复选框, LN copies the revenue surcharges.
- 换算系数
-
The conversion factor for the item. 允许值
- 是: LN copies the conversion factors to the target item, and approves them directly.
- 否: LN copies the conversion factors to the target item. However, you must use the 换算系数 (tcibd0103m000) session, to approve the conversion factors manually.
- 不适用: LN copies the conversion factors to the target item. The approved conversion factors remain approved, and the unapproved conversion factors remain unapproved.
- 文本
-
- 注释
-
如果选中此复选框, notes as specified for the project in the 附注 (tcstl1550m000) session are copied when you copy the project.
- 项目文本
-
如果选中此复选框, text specified in the 项目 (tppdm6600m400) session is copied when you copy a project.
Note:- By default, this check box is selected.
- Text linked to sub-entities of the project such as activities is not included when you copy a project.