Configure the integration of Projects and Order management

You configure the integration of Profit Projects and Profit Order management. This also allows you to run processes such as reserving stock, generating order proposals, creating purchase quotations and creating purchase orders based on a cost estimate.

You can further expand the integration of Projects and Order management by including Contract management in Financial. This allows for the integration of cost estimates, contracts and purchase orders. This allows you to assign a purchase order to a contract. That way, at the contract level you have insight in the purchase order(s) linked to the contract.

Procedure

Set up a project for the integration of Projects and Order management

For the integration between Profit Projecten and Profit Order management, you select the Packing slips to actual costing check box in the project properties.

Note:

If you select the Packing slips to actual costing check box and you then change a project slip that has been reported ready but has not yet been invoiced, Profit still transfers the packing slip lines to the actual costing and completes the packing slip. If you only open the packing slip but do not change it, Profit does not transfer the packing slip lines to the actual costing.

Assumptions:

When you carry the packing slip lines forward to the actual costing, Profit does not check the validity combinations, because you cannot add these for articles. This also applies to manually added work types and costs.
Articles for which you track stock can be carried forward to the actual costing from a project slip.
Packaging that has been added to the project slip is not carried forward by Profit to the actual costing. This also applies to the item types Text, Sub-total, Course and Dough.
When you carry packing slip lines forward to the actual costing Profit will add one actual costing line for each serial number and/or lot number.

To set up the integration for a project:

Go to: Projects / Project / Project.
Open the project properties.
Go to the tab: Invoicing.
Select the Packing slips to actual costing check box.
If you select this check box, Profit carries forward the packing slip lines that were created based on the cost estimate, to the actual costing. If you do not select this check box, the packing slip lines will be charged using an Order management invoice.
Go to the tab: General.
Select a value for Project location address.
The articles will then be delivered to this location and not to the sales contact itself.
Go to the tab: Date/delivery.
Select the Delivery on project location check box.
Click on: OK.

Change the entry layout for purchases for projects

If you use the purchase process via Profit Order management, you can record the Project number and/or the Project phase in the entry layouts for purchase quotations, purchase orders and goods receipts. These fields are not mandatory but if you want to be able to complete them, you must add them to the entry layout in advance.

Depending on your procedure, you can add these fields to the header or the lines of the purchase quotation, purchase order or goods receipt:

If you add the Project and/or Project phase field to the header, the value(s) is/are copied to the lines. This means you record purchase orders and goods receipts per project.
You can also add the Project and Project phase fields as line fields. If you do not enter the project and/or project phase in the header, you can enter them at the line level. That way, you can record purchase orders or goods receipts for multiple projects.

If you use the integration between purchase orders and contracts in Financial, add the Contract field to the header of the entry layout for purchase orders. This allows you to assign a purchase order to a contract. That way, at the contract level you have insight in the purchase order(s) linked to the contract.