| Template - Project Data (tppdm5101m000) |  |
| Use this session to create templates for projects. Use the Rotate Currency button to view the cost and sales rate in the home currencies defined for this project. Related topics To use templates To see project amounts in different currencies Revenue Recognition (RR) and Cost of Goods Sold (COGS)
Fields | Description
Commit Inventory On | This field determines how your inventory is reserved. Warehouse Management inventory commitments are created to reserve inventory for planned or confirmed PRP warehosue orders without taking into account the physical storage of the goods inside the warehouse.
Description | The description or name of the code.
WIP Sales Value Surcharge | The surcharge percentage calculated on the total costs of the project to determine the financial value of the work in process (WIP). This surcharge percentage is only used when the field Sales Value Surcharge Costs in WIP in the PPC Parameters (tpppc0100s000) session is selected.
Equipment | The surcharge percentage used in the Equipment Cost (tpppc2151s000) session to calculate the default value of the sales rate. This calculation is performed as follows: sales rate = cost rate x (1 + (surcharge percentage / 100)) This is only relevant for cost plus projects or extensions.
Internal Project | A type of project for which no sold-to business partners are defined and no invoicing is performed. The delivery of items does not apply. An internal project can optionally be capitalized, the value can be sent to the Fixed Assets Management module in Financials. ERP LN distinguishes two project types: A capital project: deliverables can be booked as fixed assets, delivery of goods is not possible. An internal project: cannot be booked on the balance, and delivery of goods is not possible. The result is only visible in the profit and loss account.
Contract Type | The agreement type used for this project template.
Invoice Type | The way to calculate project invoices for a given contract type. The method determines when to issue invoices to the sold-to business partner. ERP LN distinguishes the following invoice methods: Cost Plus The amount is based on the financial amounts entered at cost object level plus a profit. This method is only available if the contract type is cost plus. Unit Rate The amount is based on the financial amounts per unit entered at element or activity level. Unit-rate invoicing applies to both contract types. Installment Invoicing: the amount is a subdivision of the value. This method is only available if the contract type is fixed price. Progress Invoice The invoice amount is based on progress for element or activity. Two types of elements are allowed: direct and indirect. The calculated amount of the direct elements depends on their own progress. The calculated amount of the indirect elements is based on the progress of the project as a whole and can never be more than 100%.
Group | A user-defined classification of projects.
Group | The description or name of the code.
Geographical Area | These regions are used to group business partners, customers, suppliers and employees on a geographical basis.
Geographical Area | The description or name of the code.
Business Sector | Categorize your project template according to business sector.
Business Sector | The description or name of the code.
Sundry Cost Code for Provisional Amounts | The sundry cost code for provisional amount. Costs relating to an extension of the Provisional amount type are posted to a sundry cost object. This field identifies the code of the sundry cost object (standard or project-specific) used for this project.
Default Activity for Several Purposes | Use this activity in a range of situations where amounts must be posted to an activity and where that activity is not, or cannot, be specified. In this way, it works as a kind of generic or catch-all activity for this project. This occurs in the following cases: When installments are generated When provisional amount settlements are generated When invoices are generated for extensions When unit rate invoices are generated
Register Progress | Indicates how interim results are recorded against cost objects for the duration of the project.
Category | A user-definable classification for projects.
Category | The description or name of the code.
Project Lead Time Type | The project uses one time type. If the time type is Workdays, the project duration is excluding any days off.
Use Extensions in Budget | If this check box is selected, you can add extensions to your budget.
Material Phys. Progress | This field determines what kind of progress Project Monitoring looks at.
Labor Phys. Progress | This field determines what kind of progress Project Monitoring looks at.
Equipment Phys. Progress | This field determines the kind of progress Monitoring looks at.
Subcontracting Phys. Progress | This field decides what kind of progress Project Monitoring looks at.
Sundry Cost Phys. Progress | This field determines the kind of progress Monitoring looks at.
Labor Cost Rate | The price, budgeted or actual, per reference unit. For example, the price of a machine per hour.
Labor Sales Rate | The price or rate of cost objects, elements or activities, at which you sell, that are used for your project.
Budget by | The template with the specified code can only be used for one budget type.
Control By | The template with the specified code can only use one control budget type.
Path for Budget Labor Rate | The budget labor-rate search path for the labor cost rate and the sales rate in labor lines in the actual budget.
Path Budget Labor Rate | The budget labor-rate search path for the labor cost rate and the sales rate in labor lines in the actual budget.
Path Budget Labor Rate | The budget labor-rate search path for the labor cost rate and the sales rate in labor lines in the actual budget.
Path for Hours Labor Rate | The Labor Rate for Hours Registration search path determines which cost and sales labor rates are used in labor lines in hours registration.
Path Hours Labor Rate | The Labor Rate for Hours Registration search path determines which cost and sales labor rates are used in labor lines in hours registration.
Path Hours Labor Rate | The Labor Rate for Hours Registration search path determines which cost and sales labor rates are used in labor lines in hours registration.
Path Hours Labor Rate | The Labor Rate for Hours Registration search path determines which cost and sales labor rates are used in labor lines in hours registration.
Material | The surcharge percentage used in the Material Costs (tpppc2111s000) session to calculate the default value of the sales price. This calculation is performed as follows: sales price = cost price x (1 + (surcharge percentage / 100)) This is only relevant for cost plus projects or extensions.
Labor | The surcharge percentage used in the Labor Costs (tpppc2131s000) session to calculate the default value of the sales rate. This calculation is performed as follows: sales rate = cost rate x (1 + (surcharge percentage / 100)) ERP LN calculates the cost rate according to the budget labor rate search path you have set in the Project (tppdm6100s000) session. This is only relevant for cost plus projects or extensions.
Priority SupplyWarehouse | The description or name of the code.
Subcontracting | The surcharge percentage used in the Subcontracting Costs (tpppc2171s000) session to calculate the default value of the sales price. This calculation is performed as follows: sales price = cost price x (1 + (surcharge percentage / 100)) This is only relevant for cost plus projects or extensions.
Sundry Cost | The surcharge percentage that ERP LN uses in the Sundry Costs (tpppc2191s000) session to calculate the default value of the sales price. This calculation is performed as follows: sales price = cost price x (1 + (surcharge percentage / 100)) This is only relevant for cost plus projects or extensions.
Sundry Cst Code Prov.Amt | The description or name of the code.
Material | The average number of days from the date on which goods or services are ordered and the date on which they are paid.
Labor | The average number of days from the date on which goods or services are ordered and the date on which they are paid.
Equipment | The average number of days from the date on which goods or services are ordered and the date on which they are paid.
Subcontracting | The average number of days from the date on which goods or services are ordered and the date on which they are paid.
Sundry Cost | The average number of days from the date on which goods or services are ordered and the date on which they are paid.
Business Partners | The average number of days from the date on which goods or services are ordered and the date on which they are paid.
Priority SupplyWarehouse | A place for storing goods. For each warehouse, you can enter address data and data relating to its type.
Project Currency | If the project is performed in another country, the project currency is useful for monitoring. This currency can be an external currency that is not specified as one of the home currencies.
Project Currency | The description or name of the code.
Project Template | The project template code.
Exchange Rate Type | This exchange-rate type is used for project specific budget calculations, for example budget cost analysis.
Exchange Rate Type | The description or name of the code.
Capital Project | A project used for internal use in which deliverables can be booked as fixed assets but delivery of goods is not possible. In a capital project, you are the business partner.
In Home Currency | The cost amount in the home currency. This field is only available if your company uses an independent currency system. Then the cost rate is expressed in the home currency. You can enter a new amount, regardless of the exchange rate between currencies.
In Home Currency | The sales amount in the home currency.
Project | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project / Cost Type | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Cost Component | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project / Control Code | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Element | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Element/Cost Type | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Element/Cost Component | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Element/Control Code | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Extension | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Extension/Cost Type | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Extension/Cost Component | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Extension/Control Code | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Activity | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Activity/Cost Type | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Activity/Cost Component | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Project/Activity/Cost Control Code | If this check box is selected, you can monitor your costs at this cost control level in the Control Inquiries (tpppc4850m000) session.
Revenue Recognition Method | Select the method for revenue recognition. Following are the methods you can use to recognize revenue: Completed Project Method Percentage Complete Method Earned Revenue Factor Method Actual Revenue Method Reimbursement Contract Method Milestone Method (only for projects controlled by Activity)
Revenue Recognition Limit | The limit on the revenue to be recognized. A maximum percentage is defined on the project and extension level. The default limit is set to 100%. Note The value can be changed. The revenue recognition limit is valid for all RR methods except the Completed Project method. The percentage times the contract amount gives the maximum revenue that can be recognized (until the completion of the project). This percentage is ignored when the project is complete and the final revenue (and COGS) is posted.
Costs of Goods Sold Method | Select the method to calculate the cost of goods sold (COGS). Following are the methods you can use to calculate the cost of goods sold: Completed Project Method Profit Percentage method Reimbursement Contract Method
Commands | Description
Print Templates for Project Data | Starts the Print Templates for Project Data (tppdm5401m000) session which prints templates for project data.