Openbravo Issue Tracking System - Openbravo ERP
This is the current functionality (Openbravo ERP version 2.50 MP6).
A) Amount panel (see C_Project_Trg2 trigger):
* Planned Amount: mandatory field.
** In Service Projects: filled with the sum of Project Line planned amounts each time that a Project Line is added or updated. When Project Lines are deleted, this field is not updated (BUG). If you change this field manually and there are Project Lines, the value typed will be overwritten by the sum of the Project Lines.
** In Multiphase Projects: this field is never updated automatically.
* Planned Quantity: mandatory field.
** In Service Projects: filled with the sum of Project Line quantities each time that a Project Line is added or updated. Quantities summed are from different products (ODD FUNCTIONALITY). When Project Lines are deleted, this field is not updated (BUG). If you change this field manually and there are Project Lines, the value typed will be overwritten by the sum of the Project Lines.
** In Multiphase Projects: this field is never updated automatically.
* Planned Purchase Amount: non-mandatory hidden field.
** In Service Projects: filled with the sum of Project Line planned purchase amounts (planned price x planned quantity) each time that a Project Line is added or updated (BUG: it should be planned purchase price x planned quantity). When Project Lines are deleted, this field is not updated (BUG).
** In Multiphase Projects: this field is never updated automatically.
* Planned Margin: mandatory field
** In Service Projects: calculated as the sum of Planned Margins of the lines (BUG: a margin of 80% in 2 lines does not make a margin of 160%). When Project Lines are deleted, this field is not updated (BUG). If you change this field manually and there are Project Lines, the value typed will be overwritten by the sum of the Project Lines.
** In Multiphase Projects: this field is never updated automatically.
* Contract Amount: mandatory field
** In Service Projects: this field is never updated automatically.
** In Multiphase Projects: this field is never updated automatically.
* Contract Quantity: mandatory field
** In Service Projects: this field is never updated automatically.
** In Multiphase Projects: this field is never updated automatically.
* Service Revenue: non-mandatory and non-calculated field. Estimated (planned) revenues for the services (products with product type = services) provided during the project. Used as planned service revenue in the project profitability report.
* Service Cost: non-mandatory and non-calculated field. Estimated cost of providing those services, that is, the cost of the human resources involved in providing those services. Used as planned service cost in the project profitability report.
* Service Margin %: non-mandatory and non-calculated field. Estimated profitability margin for the services provided during the project. Many times one is not concerned about the net amounts of revenues and expenses but about the final profitability margin in %. Used as planned service margin in the project profitability report.
* Planned Expenses: non-mandatory and non-calculated field. Estimated expenses in collateral goods or services (taxis, hotels, meals, servers, ...) that happen during the execution and supply of of the services. Used as planned expenses in the project profitability report.
* Reinvoiced Expenses: non-mandatory and non-calculated field. Amount of those collateral expenses that we estimate that the customer will accept to be re-billed for. Used as planned reinvoiced expenses in the project profitability report.
* Expenses Margin %: non-mandatory and non-calculated field. Estimated balance in % between the collateral expenses and the amount that the customer accepted to be re-billed for. Ideally, this margin would be zero (the customer was re-billed for all the collateral expenses), but is usually negative (we had some expenses that the customer did not accept to pay) and rarely positive (the customer paid us for our expenses more than we spent). Used as planned expenses margin % in the project profitability report.
B) History panel:
* Invoiced Amount: mandatory read-only field
** In Service Projects: this field is never updated automatically.
** In Multiphase Projects: this field is never updated automatically.
* Invoiced Quantity: mandatory read-only field
** In Service Projects: this field is never updated automatically.
** In Multiphase Projects: this field is never updated automatically.
* Project Balance: mandatory read-only field
** In Service Projects: this field is never updated automatically.
** In Multiphase Projects: this field is never updated automatically.
2) Go to Project & Service Management || Transactions || Service Project
A) Amount panel:
* Planned Amount: fix BUG.
** In Service Projects: read-only and calculated automatically.
** In Multiphase Projects: hidden.
* Planned Quantity: fix BUG.
** In Service Projects: read-only and calculated automatically.
** In Multiphase Projects: hidden.
* Planned Purchase Amount: fix 2 BUGS.
** In Service Projects: read-only and calculated automatically.
** In Multiphase Projects: hidden.
* Planned Margin: fix 2 BUGS.
** In Service Projects: read-only and calculated automatically.
** In Multiphase Projects: hidden.
* Contract Amount: keep it as it is.
* Contract Quantity: keep it as it is.
* Service Revenue: Change name to Planned Service Revenue.
* Service Cost: Change name to Planned Service Cost.
* Service Margin %: Change name to Planned Service Margin %.
* Planned Expenses: keep it as it is.
* Reinvoiced Expenses: Change name to Planned Reinvoiced Expenses.
* Expenses Margin %: Change name to Planned Expenses Margin %.
B) History panel:
* Invoice Amount: hide in both Multiphase and Service Projects
* Invoice Quantity: hide in both Multiphase and Service Projects
* Project Balance: hide in both Multiphase and Service Projects
| related to | backport | 0015030 | 2.50MP25 | closed | harikrishnan | Amounts and History panels in Project windows |
| blocks | feature request | 0000502 | acknowledged | rmorley | Projects enhancements |
Amount-Panel.png (12,591) 2008-07-22 09:59https://issues.openbravo.com/file_download.php?file_id=183&type=bug
History-Panel.png (4,356) 2008-07-22 09:59https://issues.openbravo.com/file_download.php?file_id=184&type=bug