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_Project | 0 | Define Project |
| 15 | プロジェクト詳細 | C_ProjectLine | 1 | Maintain Project Lines |
| 20 | フェーズ | C_ProjectPhase | 1 | Maintain Actual Project Phase |
| 25 | フェーズ詳細 | C_ProjectLine | 2 | Project Lines of Phase |
| 30 | タスク | C_ProjectTask | 2 | Actual Project Task |
| 40 | タスク詳細 | C_ProjectLine | 3 | Project Lines of Tasks |
| 50 | 会計 | C_Project_Acct | 1 | Define 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 | 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 | |
| 詳細レベル | ProjectLineLevel | List | ✔ | Project Line Level |
| 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 |
| 取引組織 | AD_OrgTrx_ID | Table | Performing or initiating organization | |
| アクティビティ | C_Activity_ID | Table Direct | Business Activity | |
| 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 | |
| プロジェクトクローズ | Processing | Button |
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 | 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 |
| 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 |
| 生産伝票 | M_Production_ID | Search | Plan for producing a product |
フェーズ タブのフィールド
Section titled “フェーズ タブのフィールド”Actual Phase of the Project with Status information - generated from Phase of Project Type.
| 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 |
| 標準フェーズ | C_Phase_ID | Table Direct | Standard Phase of the Project Type | |
| シーケンスNo | SeqNo | Integer | ✔ | Method of ordering records; lowest number comes first |
| 名称 | Name | String | ✔ | Alphanumeric identifier of the entity |
| 説明 | Description | Text | Optional short description of the record | |
| コメント | Help | Text | Comment or Hint | |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| 完成 | IsComplete | Yes-No | ✔ | It is complete |
| 開始日付 | StartDate | Date | First effective day (inclusive) | |
| 終了日付 | EndDate | Date | Last effective date (inclusive) | |
| 請求ルール | ProjInvoiceRule | List | ✔ | Invoice Rule for the project |
| 計画金額 | PlannedAmt | Amount | ✔ | Planned amount for this project |
| 品目 | M_Product_ID | Search | Product, Service, Item | |
| 数量 | Qty | Quantity | Quantity | |
| 委託金額 | CommittedAmt | Amount | ✔ | The (legal) commitment amount |
| 注文書作成 | GenerateOrder | Button | Generate Order from Project Phase | |
| 受注伝票 | C_Order_ID | Search | Order |
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 | 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 |
| プロジェクトフェーズ | C_ProjectPhase_ID | Table Direct | Phase of a Project | |
| 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 |
| 生産伝票 | M_Production_ID | Search | Plan for producing a product |
タスク タブのフィールド
Section titled “タスク タブのフィールド”A Project Task in a Project Phase represents the actual work.
| 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 |
| プロジェクトフェーズ | C_ProjectPhase_ID | Table Direct | ✔ | Phase of a Project |
| 標準タスク | C_Task_ID | Table Direct | Standard Project Type Task | |
| シーケンスNo | SeqNo | Integer | ✔ | Method of ordering records; lowest number comes first |
| 名称 | Name | String | ✔ | Alphanumeric identifier of the entity |
| 説明 | Description | Text | Optional short description of the record | |
| コメント | Help | Text | Comment or Hint | |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| 請求ルール | ProjInvoiceRule | List | ✔ | Invoice Rule for the project |
| 計画金額 | PlannedAmt | Amount | ✔ | Planned amount for this project |
| 品目 | M_Product_ID | Search | Product, Service, Item | |
| 数量 | Qty | Quantity | Quantity | |
| 委託金額 | CommittedAmt | Amount | ✔ | The (legal) commitment amount |
タスク詳細 タブのフィールド
Section titled “タスク詳細 タブのフィールド”Maintain Project Lines of Tasks
| 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 |
| 生産伝票 | M_Production_ID | Search | Plan for producing a product |
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 |