| # Business Partner by Project (tppdm6101s000) use.session.to maintain data on the business partners for whom a project is executed. In Project, the business partner currency rate is used for all invoice transactions. The rate default is retrieved from the invoice-to business partner. Contract amounts If you work with sub contract amounts, the business partner amount is aggregated from the sub amounts. Each amount is displayed in the currency of the business partner. The business partner currency rate is also used together with its exchange rate type, to calculate the contract amounts in the project currency for use in Monitoring. However, for internal project calculations (costs), the project currency entered in the Projects (tppdm6500m000) session is used. The amount approved for invoicing is displayed next to the Ceiling check box. For Unit Rate invoicing method, the amount is updated while transferring transactions from the PIN module to SSA ERP Central Invoicing. For Cost Plus invoicing method, the amount gets updated when the transactions are approved for invoicing. If an extension is linked to the project, the amount gets updated in the Extensions (tpptc0110s000) session. Related topics To use project data management Currency systems To define currency rates To use home currencies in Project To use the rate determiner Project The code that identifies the project. Project The description or name of the code. Project The status of the project. Sold-to Business Partner The sold-to business partner code. Sold-to Bus. Partner The description or name of the code. Invoice-to Business Partner The code that identifies the invoice-to business partner. Depending on the customer's business structure, this can be the same as the pay-by business partner. Pay-by Business Partner The code that identifies the pay-by business partner. Depending on the customer's business structure, this can or cannot be the same as the invoice-to business partner. Contract Amounts by Business Partner If this check box is selected, the contract amount consists of one or more sub amounts that were entered in the Business Partner - Contract Sub Amounts (tppdm7141m000) session. SSA ERP recalculates the subamounts into a total amount with the business partner currency and its exchange rate. This amount is displayed in the Contract Amount field in the Business Partner by Project (tppdm6101s000) session. Note Start the Business Partner - Contract Sub Amounts (tppdm7141m000) session from the specific menu in the Project - Business Partners (tppdm6501m000) overview session. Cost Price Currency All invoice transactions are expressed in this currency. The currency in which the business partner contract amount will be expressed. By default, this is the currency of the invoice-to business partner. Together with the rate defined by the Rate Determiner and the business partner exchange rate type other sales amounts are expressed in this currency. Expected Sales Amount The expected sales amount for the business partner. Ceiling If this check box is selected, the amount entered in the Contract Amount field is considered as the ceiling amount. Note This checkbox is displayed only for projects with invoicing type set to Cost Plus or Unit Rate and the checkbox is enabled only when the Bus. Partner Cost Plus/Unit Rate check box is selected. Approved for Invoicing The amount approved for invoicing. The field is displayed as Approved for Invoicing for Cost Plus invoicing method and is displayed as Invoiced Amount for Unit Rate invoicing method. Note For Unit Rate invoicing method, the amount is updated while transferring transactions from the PIN module to SSA ERP Central Invoicing. For Cost Plus invoicing method, the amount gets updated when the transactions are approved for invoicing. Contract Amount The contract amount for this business partner. By default, the contract amount is expressed in the business partner's currency. Note If the Ceiling check box is selected, the contract amount becomes the ceiling amount. This amount is the maximum that can be invoiced. If the ceiling amount is reached, SSA ERP does not allow you to set the records to 'Approved for Invoicing'. Currency Rate/Rate Factor The factor by which an amount in a different currency is multiplied to calculate the amount in the currency base. The currency base amount = the foreign currency amount multiplied by the currency exchange rate. The currency rate is calculated with the Exchange Rate Type. The currency rate can only be changed in case of a rate determiner Fixed or Manually Entered. Rate/Rate Factor rate factor Contract Amount home currency Contract Amount The contract amount in the home currency. Installment Type The installment method is subject to agreement with the business partner, and specifies the manner in which SSA ERP issues invoice installments. Number of Points The total number of points to be distributed over the installments of this project. This field is available only if the Installment Type field is set to Points chart option. Example
     Contract amount by customer: $ 600,000 Number of points :
    				300 Installment 1 100 points $ 200,000 Installment 2 75 points $ 150,000
    				Installment 3 75 points $ 150,000 Installment 4 50 points $ 100,000 -----------
    				$ 600,000
Invoicing Method By default, SSA ERP shows the Project invoice type of the invoicing method that is assigned to the invoice-to business partner in the Invoice-to Business Partners (tccom4112s000) session. Sales Type The default sales type. You can change the value. The field is not mandatory. Related topics Control accounts Process to Select Sales Type for Projects Sales Type The description or name of the code. Invoicing Method The description or name of the code. Terms of Payment for Financial Analysis (in days) The terms of payment associated with this business partner. Terms of Payment The description or name of the code. Late Payment Surcharge The late payment surcharge that applies to the business partner. Late Paym. Surcharge The description or name of the code. Rate Determiner Indicates how and when invoice amounts are calculated in the business partner currency. Invoice-to Address The code that identifies the business partner's address. Description The description or name of the code. Tax Country The tax country of the company. Description The description or name of the code. Registration Number Sequence(Own) The sequence number assigned to your company's tax registration number. SSA ERP populates the value, however, you can change the value. Click the browse arrow to select a sequence number from the Registration Numbers by Financial Company (tctax9140m00l) session. Note SSA ERP displays this value in the Advance Payment Requests (tppin4110s000) and Installments (tppin4151s000) sessions. Related topics Selection criteria for registration number Registration Number(Own) The tax registration number corresponding to the sequence number you select in the Registration Number Sequence(Own) field. BP Tax Country The country specified in the Project address is considered as the Business Partner's tax country. SSA ERP displays the address of the Sold-to- Business Partner. Description The description or name of the code. Tax Code The aggregate tax code that identifies the tax for which the business partner is liable. This VAT code is a default code. The search path for a VAT code begins with the cost objects, if SSA ERP does not find a code there, the default value for the business partner is taken. Note For Labor and Sundry Costs, you cannot enter a VAT code, so automatically the code of the business partner is used. Related topics Example of aggregate tax code Tax Code The description or name of the code. Registration Number Sequence(BP) The sequence number assigned to your business partner's tax registration number. SSA ERP populates the value, however, you can change the value. Click the browse arrow to select a sequence number from the Registration Number by Business Partner (tctax4100m000) session. Note SSA ERP displays this value in the Advance Payment Requests (tppin4110s000) and Installments (tppin4151s000) sessions. Related topics Selection criteria for registration number Registration Number(BP) The tax registration number of your business partner corresponding to the sequence number you select in the Registration Number Sequence (BP) field. First Reference A reference text to be printed on invoices. For example, this could be the name of a contact person or a customer reference number. Second Reference A reference text to be printed on invoices. For example, this could be the name of a contact person or a customer reference number. Calculate Tax If this check box is selected, the business partner is liable for VAT or sales taxes. Bus. Partner Cost Plus/Unit Rate If this check box is selected, invoices are sent to the cost plus or unit rate business partner. If there is more than one buy-from business partner for a project, you must specify one business partner as the cost plus or unit rate business partner. Related topics To use invoicing Project Text on Invoice If this check box is selected, SSA ERP prints attached text on invoices. You can use the Project (tppdm6100s000) session to create text for a project. Invoice Discount The discount computed on the total invoice amount. The default value is the order discount as recorded in the Sold-to Business Partners (tccom4110s000) session. Department This sales office is printed on the invoice. Internal Sales Rep The sales representative is used as a reference with the invoice in the Transfer Project Data to Central Invoicing (tppin4200m000) session. Payment Method The payment method is used for the invoice in the Transfer Project Data to Central Invoicing (tppin4200m000) session. Invoice Delivery Method The invoice delivery method. Exchange Rate Type The exchange-rate type to which you link the currency rate. You can use exchange-rate types to specify different currency exchange-rates for different types of transactions. For example, for purchase transactions, sales transactions, and internal calculations and conversions. The Exchange Rate type determines which rate is retrieved from the (currency rates) Currency Rates (tcmcs0108m000) session. Only in the case of a rate determiner Fixed or Manually Entered you can deviated from this Exchange Rate Type. Currency Rate/Rate Factor This rate is used to calculate the contract amount to the project currency in the project definition and monitoring session using the business partner exchange rate type. The rate is intended as an estimated average rate during the lifetime of the project. This rate is particularly useful in case of a rate determiner Document Date or Expected Cash Date. In these cases a specific currency rate is valid for a moment in time and can deviate from an average rate. Rate/Rate Factor rate factor Assessable Value for VAT The assessable value of the cost object used to calculate VAT. Assessable Value for Service Tax The assessable value of the cost object used to calculate Service Tax. Tax Break Down Structure Starts the Tax Breakdown Structure (tctax9141m10l) session which displays the total tax amount for the specified tax code. You can view the different taxes applicable and the total claimable and non-claimable taxes on the budget line. |