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プロジェクト(期間設定あり)(Project)|iDempiere 13 画面リファレンス

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プロジェクト(期間設定あり)(Project)

Section titled “プロジェクト(期間設定あり)(Project)”

iDempiere 13 標準ウィンドウ(AD_Window_ID: 130)

メニュー: プロジェクト管理 ▸ プロジェクト(期間設定あり)

Maintain Projects

The Project Window is used to define the projects which will can be tracked by phases and tasks.

#タブテーブル階層説明
10プロジェクト(期間設定あり)C_Project0Define Project
15プロジェクト詳細C_ProjectLine1Maintain Project Lines
20フェーズC_ProjectPhase1Maintain Actual Project Phase
25フェーズ詳細C_ProjectLine2Project Lines of Phase
30タスクC_ProjectTask2Actual Project Task
40タスク詳細C_ProjectLine3Project Lines of Tasks
50会計C_Project_Acct1Define Project Accounting

プロジェクト(期間設定あり) タブのフィールド

Section titled “プロジェクト(期間設定あり) 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. Note that when the project Type is changed, the Phases and Tasks are re-created.

フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
検索キーValueStringSearch key for the record in the format required - must be unique
社内担当者SalesRep_IDTableSales Representative or Company Agent
名称NameStringAlphanumeric identifier of the entity
説明DescriptionTextOptional short description of the record
有効IsActiveYes-NoThe record is active in the system
サマリレベルIsSummaryYes-NoThis is a summary entity
メモNoteTextOptional additional user defined information
詳細レベルProjectLineLevelListProject Line Level
プロジェクトタイプセットC_ProjectType_IDButtonSet Project Type and for Service Projects copy Phases and Tasks of Project Type into Project
標準フェーズC_Phase_IDTable DirectStandard Phase of the Project Type
契約日付DateContractDateThe (planned) effective date of this document.
終了日付DateFinishDateFinish or (planned) completion date
取引先C_BPartner_IDSearchIdentifies a Business Partner
取引先代理C_BPartnerSR_IDSearchBusiness Partner (Agent or Sales Rep)
取引先住所C_BPartner_Location_IDTable DirectIdentifies the (ship to) address for this Business Partner
ユーザーAD_User_IDTable DirectUser within the system - Internal or Business Partner Contact
支払条件C_PaymentTerm_IDTable DirectThe terms of Payment (timing, discount)
顧客注文番号POReferenceStringTransaction Reference Number (Sales Order, Purchase Order) of your Business Partner
倉庫M_Warehouse_IDTable DirectStorage Warehouse and Service Point
営業活動C_Campaign_IDTable Directキャンペーン、営業活動
価格表バージョンM_PriceList_Version_IDTable DirectIdentifies a unique instance of a Price List
通貨C_Currency_IDTable DirectThe Currency for this record
取引組織AD_OrgTrx_IDTablePerforming or initiating organization
アクティビティC_Activity_IDTable DirectBusiness Activity
計画金額PlannedAmtAmountPlanned amount for this project
計画数量PlannedQtyQuantityPlanned quantity for this project
計画マージンPlannedMarginAmtAmountProject’s planned margin amount
請求ルールProjInvoiceRuleListInvoice Rule for the project
委託金額CommittedAmtAmountThe (legal) commitment amount
委託数量CommittedQtyQuantityThe (legal) commitment Quantity
請求金額InvoicedAmtAmountThe amount invoiced
請求数量InvoicedQtyQuantityThe quantity invoiced
プロジェクトバランスProjectBalanceAmtAmountTotal Project Balance
詳細コピーCopyFromButtonCopy Lines/Phases/Tasks from other Project
プロジェクトクローズProcessingButton

プロジェクト詳細 タブのフィールド

Section titled “プロジェクト詳細 タブのフィールド”

Maintain Project Level Lines

フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
プロジェクトC_Project_IDTable DirectFinancial Project
明細番号LineIntegerUnique line for this document
有効IsActiveYes-NoThe record is active in the system
説明DescriptionTextOptional short description of the record
品目M_Product_IDSearchProduct, Service, Item
品目カテゴリM_Product_Category_IDTable DirectCategory of a Product
計画単価PlannedPriceCosts+PricesPlanned price for this project line
計画数量PlannedQtyQuantityPlanned quantity for this project
価格取得DoPricingButtonGet Price for Project Line based on Project Price List
計画金額PlannedAmtAmountPlanned amount for this project
印刷IsPrintedYes-NoIndicates if this document / line is printed
計画マージンPlannedMarginAmtAmountProject’s planned margin amount
委託金額CommittedAmtAmountThe (legal) commitment amount
委託数量CommittedQtyQuantityThe (legal) commitment Quantity
請求金額InvoicedAmtAmountThe amount invoiced
請求数量InvoicedQtyQuantityThe quantity invoiced
受注伝票C_Order_IDSearchOrder
発注伝票C_OrderPO_IDSearchPurchase Order
プロジェクト発行C_ProjectIssue_IDTable DirectProject Issues (Material, Labor)
処理済みProcessedYes-NoThe document has been processed
生産伝票M_Production_IDSearchPlan for producing a product

Actual Phase of the Project with Status information - generated from Phase of Project Type.

フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
プロジェクトC_Project_IDTable DirectFinancial Project
標準フェーズC_Phase_IDTable DirectStandard Phase of the Project Type
シーケンスNoSeqNoIntegerMethod of ordering records; lowest number comes first
名称NameStringAlphanumeric identifier of the entity
説明DescriptionTextOptional short description of the record
コメントHelpTextComment or Hint
有効IsActiveYes-NoThe record is active in the system
完成IsCompleteYes-NoIt is complete
開始日付StartDateDateFirst effective day (inclusive)
終了日付EndDateDateLast effective date (inclusive)
請求ルールProjInvoiceRuleListInvoice Rule for the project
計画金額PlannedAmtAmountPlanned amount for this project
品目M_Product_IDSearchProduct, Service, Item
数量QtyQuantityQuantity
委託金額CommittedAmtAmountThe (legal) commitment amount
注文書作成GenerateOrderButtonGenerate Order from Project Phase
受注伝票C_Order_IDSearchOrder

フェーズ詳細 タブのフィールド

Section titled “フェーズ詳細 タブのフィールド”

Maintain Project Lines on Phase Level

フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
プロジェクトフェーズC_ProjectPhase_IDTable DirectPhase of a Project
明細番号LineIntegerUnique line for this document
有効IsActiveYes-NoThe record is active in the system
説明DescriptionTextOptional short description of the record
品目M_Product_IDSearchProduct, Service, Item
品目カテゴリM_Product_Category_IDTable DirectCategory of a Product
計画単価PlannedPriceCosts+PricesPlanned price for this project line
計画数量PlannedQtyQuantityPlanned quantity for this project
価格取得DoPricingButtonGet Price for Project Line based on Project Price List
計画金額PlannedAmtAmountPlanned amount for this project
印刷IsPrintedYes-NoIndicates if this document / line is printed
計画マージンPlannedMarginAmtAmountProject’s planned margin amount
委託金額CommittedAmtAmountThe (legal) commitment amount
委託数量CommittedQtyQuantityThe (legal) commitment Quantity
請求金額InvoicedAmtAmountThe amount invoiced
請求数量InvoicedQtyQuantityThe quantity invoiced
受注伝票C_Order_IDSearchOrder
発注伝票C_OrderPO_IDSearchPurchase Order
プロジェクト発行C_ProjectIssue_IDTable DirectProject Issues (Material, Labor)
処理済みProcessedYes-NoThe document has been processed
生産伝票M_Production_IDSearchPlan for producing a product

A Project Task in a Project Phase represents the actual work.

フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
プロジェクトフェーズC_ProjectPhase_IDTable DirectPhase of a Project
標準タスクC_Task_IDTable DirectStandard Project Type Task
シーケンスNoSeqNoIntegerMethod of ordering records; lowest number comes first
名称NameStringAlphanumeric identifier of the entity
説明DescriptionTextOptional short description of the record
コメントHelpTextComment or Hint
有効IsActiveYes-NoThe record is active in the system
請求ルールProjInvoiceRuleListInvoice Rule for the project
計画金額PlannedAmtAmountPlanned amount for this project
品目M_Product_IDSearchProduct, Service, Item
数量QtyQuantityQuantity
委託金額CommittedAmtAmountThe (legal) commitment amount

Maintain Project Lines of Tasks

フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
プロジェクトタスクC_ProjectTask_IDTable DirectActual Project Task in a Phase
明細番号LineIntegerUnique line for this document
有効IsActiveYes-NoThe record is active in the system
説明DescriptionTextOptional short description of the record
品目M_Product_IDSearchProduct, Service, Item
品目カテゴリM_Product_Category_IDTable DirectCategory of a Product
計画単価PlannedPriceCosts+PricesPlanned price for this project line
計画数量PlannedQtyQuantityPlanned quantity for this project
価格取得DoPricingButtonGet Price for Project Line based on Project Price List
計画金額PlannedAmtAmountPlanned amount for this project
印刷IsPrintedYes-NoIndicates if this document / line is printed
計画マージンPlannedMarginAmtAmountProject’s planned margin amount
委託金額CommittedAmtAmountThe (legal) commitment amount
委託数量CommittedQtyQuantityThe (legal) commitment Quantity
請求金額InvoicedAmtAmountThe amount invoiced
請求数量InvoicedQtyQuantityThe quantity invoiced
受注伝票C_Order_IDSearchOrder
発注伝票C_OrderPO_IDSearchPurchase Order
プロジェクト発行C_ProjectIssue_IDTable DirectProject Issues (Material, Labor)
処理済みProcessedYes-NoThe document has been processed
生産伝票M_Production_IDSearchPlan for producing a product

The Accounting Tab is used to define the Asset Account to use when a project is completed and the associated asset realized.

フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
プロジェクトC_Project_IDTable DirectFinancial Project
会計スキーマC_AcctSchema_IDTable DirectRules for accounting
有効IsActiveYes-NoThe record is active in the system
プロジェクト資産科目PJ_Asset_AcctAccountProject Asset Account
作業実施中科目PJ_WIP_AcctAccountAccount for Work in Progress