Project Budget Sales Page
Project invoicing is managed in the Project Budget Sales page.
A significant number of fields are populated with default values from the Project Budget Calculation, work packages (Type and No. of the selected components), and Project Planning and Processing. Many of these fields were defined in the Project Budget Calculation Page and Project Planning and Processing Page and others are defined in relevant sections. Therefore, this section does not provide a complete description of each field.
Fields
The fields in the Project Budget Sales page are described in the following table.
| Field | Description |
|---|---|
| WBS | Defaults from the Project Budget Calculation page. |
| Description | Defaults from the Project Budget Calculation page. |
| Comment Sales | Indicates if a project comment line with Comment Type = Sale exists for the WBS position. |
| Quantity | Defaults from the Project Budget Calculation page. |
| Unit of Measure Code | Defaults from the Project Budget Calculation page. |
| Unit Price | Defaults from the Project Budget Calculation page. |
| Sales Line Amount | Defaults from the Project Budget Calculation page. |
| Sales Quote | Indicates if a Sales Quote exists for the WBS position. |
| Sales Order | Indicates if a Sales Order exists for the WBS position. |
| Total Cost Usage SP (LCY) | Sum of the posted usage costs in the Project Ledger Entries; used to calculate the WIP Amount. |
| Realized % Based on cost | Displays the completion level at the WBS position level; non-editable field that is calculated over substructures. |
| Sales Code | Defaults from the Project Budget Calculation page. |
| Invoicing On Hold | Indicates if the invoicing process has been placed on hold for the WBS position structure, Invoicing Status = <Blank>. |
| Invoicing Planning | Indicates if the Plan function for invoicing has been run on the WBS position structure. |
| Invoicing Total Pr. Pl. (LCY) | Displays the sale total in local currency. |
| Sales Invoice | Indicates if a Sales Invoice exists for the WBS position. |
| Sales Credit Memo | Indicates if a Sales Credit Memo exists for the WBS position. |
| Total Price Posted (LCY) | Sum of the posted sales amounts in the Project Ledger Entries in local currency; used to calculate the WIP Amount. |
| Posted Sales Invoice | Indicates if a Posted Sales Invoice exists for the WBS position. |
| Posted Sales Credit Memo | Indicates if a Posted Sales Credit Memo exists for the WBS position. |
| Comment | Indicates if a project comment line exists for the WBS position. |
| Comment General | Indicates if a project comment line with Comment Type = General exists for the WBS position. |
| Extra Charge % | Defaults from the Project Budget Calculation page. |
| Inv. Discount Amount (LCY) | Displays the invoice discount amount granted in the related sales document in local currency. |
| Invoicing Finished | Indicates if the invoicing process has been finished for the WBS position structure. |
| Invoicing Release | Indicates if the WBS position structure has been released for invoice processing. |
| Invoicing Total Price (LCY) | Displays the current amount from calculation during WIP calculation in local currency. |
| No. | Defaults from the Project Budget Calculation page. |
| Outline Code | Defaults from the Project Budget Calculation page. |
| Profit % | Defaults from the Project Budget Calculation page. |
| Profit Amount Budget (LCY) | Defaults from the Project Budget Calculation page. |
| Responsible | Defaults from the Project Budget Calculation page. |
| Rollup Type | Defaults from the Project Budget Calculation page. |
| Sales Currency Code | Defaults from the Project Budget Calculation page. |
| Sales Currency Date | Defaults from the Project Budget Calculation page. |
| Sales Date | Indicates a planned execution date for sale; for informational purposes only. |
| Sales Line Amount Budget (LCY) | Displays the calculated value of Quantity * Unit Price (LCY) in local currency. |
| Sales Line Disc. Amount (LCY) | Defaults from the Project Budget Calculation page. |
| Sales Line Discount % | Defaults from the Project Budget Calculation page. |
| Sales Line Discount Amount | Defaults from the Project Budget Calculation page. |
| Sales Milestone | Defaults from the Project Budget Calculation page. |
| Special Alternative to WBS | Defaults from the Project Budget Calculation page. |
| Special Position | Defaults from the Project Budget Calculation page. |
| Special Quantity | Defaults from the Project Budget Calculation page. |
| Summarize | Defaults from the Project Budget Calculation page. |
| Total Cost Budget (LCY) | Displays the calculated value of Quantity * Unit Cost (LCY) in local currency. |
| Total Price | Defaults from the Project Budget Calculation page. |
| Total Price Budget (LCY) | Defaults from the Project Budget Calculation page. |
| Total Price Released (LCY) | Transferred from released sales orders; used to calculate the WIP Amount. |
| TP Liquidity Schedule (LCY) / TP Liquidity Request (LCY) / TP Liquidity Payment (LCY) | Total Price fields used with the Project Liquidity module integration in COSMO Project Manufacturing. For more information, see Project Liquidity Integration. |
| Type | Defaults from the Project Budget Calculation page. |
| Unit Price (LCY) | Defaults from the Project Budget Calculation page. |
| Work Type Code | Defaults from the Project Budget Calculation page. |
Paths
Below the lines section, you can view the path from the top position to the current level of a line by selecting the line.
Action Bar
The action bar includes menus that contain actions that are specific to COSMO Project Manufacturing. The menus are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Home | Ledger Entries | Opens the Project Ledger Entries page, displaying all posted entries for the selected line. |
| Project Documents | Opens the Project Documents page, which displays all documents relating to the selected line. | |
| Invoicing | Per Block / Per Line / All Lines | The following actions open the Project Processing Invoicing page, where the WBS positions can be viewed: - Per Block: All processes for the main position are displayed. - Per Line: Only processes for the selected line are displayed. - All Lines: All processes for all lines are displayed. |
| Plan / Release / Plan and Release | The following actions are related to invoicing: - Plan: Plans a WBS position for invoicing. - Release: Releases a planned WBS position for invoicing. - Plan and Release: Plans and releases a WBS position for invoicing. |
|
| Controlling | Rolling Calculation | Opens the Project Rolling Calculation page, which includes the most important sums during a project cycle. It is used for permanent project controlling. For more information, see Project Rolling Calculation. |
Actions Menu
The actions on the Actions menu are described in the following table.
| Action | Description |
|---|---|
| Create Sales Quote | Creates a Sales Quote. A dialog box will open with the following options: - Current line: only the selected line is included on the quote - Current line + sub-structure: the selected line and related positions/levels are included on the quote - All lines: all lines are included on the quote - Selected lines: only selected lines are included on the quote - All lines without components: all relevant WBS positions are included on the quote For more information, see Create Sales Quotes. |
| Update Sales Quote | Updates the existing Sales Quote lines with any sales-specific changes. For more information, see Create Sales Quotes. |
| Create Sales Order | Creates a Sales Order. A dialog box will open with the following options: - Current line: only the selected line is included on the order - Current line + sub-structure: the selected line and related positions/levels are included on the order - All lines: all lines are included on the order - Selected lines: only selected lines are included on the order - All lines without components: all relevant WBS positions are included on the order |
| Create collective Invoice | Creates a single invoice for multiple shipments from different sales orders. This function opens the standard Get Shipment Lines page, which shows all shipped, but not invoiced positions from all sales orders related to the project. The selected shipment lines can then be combined into a single invoice for processing. |
Related Menu
The actions on the Related menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Line | Position Card | Opens the Project Position Card page, which provides a card view of all the information in the Project Planning and Processing page for the selected WBS position. |
| Dimensions | Opens the Project Line Dimensions page, which displays any dimensions assigned to the project line. | |
| Comments | Project Comments can be added to the Item Card, Service Card, and Other Services Card. These comments will then be copied to the appropriate project view when the component is selected in the Project Budget Calculation page. The options are General, Rough Concept, Detailed Concept, Execution, Support, Procurement, Sale, and Long Text. |
|
| Calculation Schedule | Opens the Project Calc. Schedule Project Line page, which displays calculations for the project line. For more information, see Calculation Schedules. |
|
| Sales Quote | Opens the related Sales Quote for the line or the Sales List page if multiple quotes exist. | |
| Sales Order | Opens the related Sales Order for the line or the Sales List page if multiple orders exist. | |
| Item Tracking Lines | Opens the Lot- or Serial No. List page (depending on the type of item tracking), which displays all item tracking lines for the selected line. | |
| Views | Budget Calculation | Opens the Project Budget Calculation page, which is used to create the project structure and calculation and is the basis for creating a project offer. For more information, see Calculation and Budgeting. |
| Planning and Processing | Opens the Project Planning and Processing page, which focuses on all operative processes for planning, purchasing and project delivery. For more information, see Project Planning and Processing. |
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