プロジェクト(期間設定なし)(Project (Lines/Issues))|iDempiere 13 画面リファレンス
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プロジェクト(期間設定なし)(Project (Lines/Issues))
Section titled “プロジェクト(期間設定なし)(Project (Lines/Issues))”iDempiere 13 標準ウィンドウ(AD_Window_ID: 286)
メニュー: プロジェクト管理 ▸ プロジェクト(期間設定なし)
Maintain Sales Order and Work Order Details
The Project Window is used to maintain details of Projects Lines and Issues across Phases/Tasks
| # | タブ | テーブル | 階層 | 説明 |
|---|---|---|---|---|
| 10 | プロジェクト(期間設定なし) | C_Project | 0 | Maintain Sales Order Projects and Work Orders |
| 20 | 詳細 | C_ProjectLine | 1 | Define Project Lines |
| 30 | 発行 | C_ProjectIssue | 1 | Issues to the Project |
| 40 | 会計 | C_Project_Acct | 1 | Define Project Accounting |
プロジェクト(期間設定なし) タブのフィールド
Section titled “プロジェクト(期間設定なし) タブのフィールド”The Project Tab is used to define the Value, Name and Description for each project. It also is defines the tracks the amounts assigned to, committed to and used for this project.
| フィールド | カラム | 型 | 必須 | 説明 |
|---|---|---|---|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| 検索キー | Value | String | ✔ | Search key for the record in the format required - must be unique |
| 社内担当者 | SalesRep_ID | Table | Sales Representative or Company Agent | |
| 名称 | Name | String | ✔ | Alphanumeric identifier of the entity |
| 説明 | Description | Text | Optional short description of the record | |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| サマリレベル | IsSummary | Yes-No | ✔ | This is a summary entity |
| メモ | Note | Text | Optional additional user defined information | |
| プロジェクトタイプセット | C_ProjectType_ID | Button | Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project | |
| 標準フェーズ | C_Phase_ID | Table Direct | Standard Phase of the Project Type | |
| 契約日付 | DateContract | Date | The (planned) effective date of this document. | |
| 終了日付 | DateFinish | Date | Finish or (planned) completion date | |
| 取引先 | C_BPartner_ID | Search | Identifies a Business Partner | |
| 取引先代理 | C_BPartnerSR_ID | Search | Business Partner (Agent or Sales Rep) | |
| 取引先住所 | C_BPartner_Location_ID | Table Direct | Identifies the (ship to) address for this Business Partner | |
| ユーザー | AD_User_ID | Table Direct | User within the system - Internal or Business Partner Contact | |
| 支払条件 | C_PaymentTerm_ID | Table Direct | The terms of Payment (timing, discount) | |
| 顧客注文番号 | POReference | String | Transaction Reference Number (Sales Order, Purchase Order) of your Business Partner | |
| 倉庫 | M_Warehouse_ID | Table Direct | Storage Warehouse and Service Point | |
| 営業活動 | C_Campaign_ID | Table Direct | キャンペーン、営業活動 | |
| 価格表バージョン | M_PriceList_Version_ID | Table Direct | Identifies a unique instance of a Price List | |
| 通貨 | C_Currency_ID | Table Direct | ✔ | The Currency for this record |
| 計画金額 | PlannedAmt | Amount | ✔ | Planned amount for this project |
| 計画数量 | PlannedQty | Quantity | ✔ | Planned quantity for this project |
| 計画マージン | PlannedMarginAmt | Amount | ✔ | Project’s planned margin amount |
| 請求ルール | ProjInvoiceRule | List | ✔ | Invoice Rule for the project |
| 委託金額 | CommittedAmt | Amount | ✔ | The (legal) commitment amount |
| 委託数量 | CommittedQty | Quantity | ✔ | The (legal) commitment Quantity |
| 請求金額 | InvoicedAmt | Amount | ✔ | The amount invoiced |
| 請求数量 | InvoicedQty | Quantity | ✔ | The quantity invoiced |
| プロジェクトバランス | ProjectBalanceAmt | Amount | ✔ | Total Project Balance |
| 詳細コピー | CopyFrom | Button | Copy Lines/Phases/Tasks from other Project | |
| 注文書作成 | GenerateTo | Button | Generate Order from Project | |
| プロジェクトクローズ | Processing | Button |
詳細 タブのフィールド
Section titled “詳細 タブのフィールド”The Project Lines Tab is used to define the lines (products and/or services) associated with this Project. This is an alternative to Project Phases. You would use lines, if you do not want to use a Project Type template with phases.
| フィールド | カラム | 型 | 必須 | 説明 |
|---|---|---|---|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| プロジェクト | C_Project_ID | Table Direct | ✔ | Financial Project |
| プロジェクトフェーズ | C_ProjectPhase_ID | Table Direct | Phase of a Project | |
| プロジェクトタスク | C_ProjectTask_ID | Table Direct | Actual Project Task in a Phase | |
| 明細番号 | Line | Integer | ✔ | Unique line for this document |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| 説明 | Description | Text | Optional short description of the record | |
| 品目 | M_Product_ID | Search | Product, Service, Item | |
| 品目カテゴリ | M_Product_Category_ID | Table Direct | Category of a Product | |
| 計画単価 | PlannedPrice | Costs+Prices | ✔ | Planned price for this project line |
| 計画数量 | PlannedQty | Quantity | ✔ | Planned quantity for this project |
| 価格取得 | DoPricing | Button | Get Price for Project Line based on Project Price List | |
| 計画金額 | PlannedAmt | Amount | ✔ | Planned amount for this project |
| 印刷 | IsPrinted | Yes-No | ✔ | Indicates if this document / line is printed |
| 計画マージン | PlannedMarginAmt | Amount | ✔ | Project’s planned margin amount |
| 委託金額 | CommittedAmt | Amount | The (legal) commitment amount | |
| 委託数量 | CommittedQty | Quantity | The (legal) commitment Quantity | |
| 請求金額 | InvoicedAmt | Amount | ✔ | The amount invoiced |
| 請求数量 | InvoicedQty | Quantity | ✔ | The quantity invoiced |
| 受注伝票 | C_Order_ID | Search | Order | |
| 発注伝票 | C_OrderPO_ID | Search | Purchase Order | |
| プロジェクト発行 | C_ProjectIssue_ID | Table Direct | Project Issues (Material, Labor) | |
| 処理済み | Processed | Yes-No | ✔ | The document has been processed |
発行 タブのフィールド
Section titled “発行 タブのフィールド”The lab lists the Issues to the project initiated by the “Issue to Project” process. You can issue Receipts, Time and Expenses, or Stock.
| フィールド | カラム | 型 | 必須 | 説明 |
|---|---|---|---|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| プロジェクト | C_Project_ID | Table Direct | ✔ | Financial Project |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| 明細番号 | Line | Integer | ✔ | Unique line for this document |
| 移動日付 | MovementDate | Date | ✔ | Date a product was moved in or out of inventory |
| 品目 | M_Product_ID | Search | ✔ | Product, Service, Item |
| 属性セットインスタンス | M_AttributeSetInstance_ID | Product Attribute | ✔ | Product Attribute Set Instance |
| 保管場所 | M_Locator_ID | Locator (WH) | ✔ | Warehouse Locator |
| 移動数量 | MovementQty | Quantity | ✔ | Quantity of a product moved. |
| 説明 | Description | Text | Optional short description of the record | |
| 入出荷明細 | M_InOutLine_ID | Search | 入出荷明細 | |
| 経費明細 | S_TimeExpenseLine_ID | Search | Time and Expense Report Line | |
| 伝票状態 | DocStatus | List | ✔ | The current status of the document |
| Process Project Issue | DocAction | Button | ✔ | |
| 処理済み | Processed | Yes-No | ✔ | The document has been processed |
| 転記 | Posted | Button | ✔ | Posting status |
会計 タブのフィールド
Section titled “会計 タブのフィールド”The Accounting Tab is used to define the Asset Account to use when a project is completed and the associated asset realized.
| フィールド | カラム | 型 | 必須 | 説明 |
|---|---|---|---|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| プロジェクト | C_Project_ID | Table Direct | ✔ | Financial Project |
| 会計スキーマ | C_AcctSchema_ID | Table Direct | ✔ | Rules for accounting |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| プロジェクト資産科目 | PJ_Asset_Acct | Account | ✔ | Project Asset Account |
| 作業実施中科目 | PJ_WIP_Acct | Account | ✔ | Account for Work in Progress |