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For ERP LN feature pack upgrade, what method of install are you using?
Installation Wizard into existing VRC
35%
Installation Wizard into new VRC
42%
Manual into existing VRC
3%
Manual into new VRC
19%
Total votes: 31

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  #1  
Old 8th October 2012, 10:57
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Baan: Infor ERP LN FP5 - DB: MS SQL Server 2005 - OS: WinServer 2008
Invoicing in Service Order linked to Project (TP)
Baan: ERP LN 6.1 FP5

Hi,

Has anyone tried linking a Service Order to Projects (TP)..?

I'm trying to link a Service Order to Projects (TP), it gets linked properly, but when I release the Service Order, the Sales Price/Sales Amount fields in the Actual Material Lines gets disabled.. Is it not possible to do Invoicing in this kind of Service Orders? Is there a way to do so?

Any Help..
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  #2  
Old 15th October 2012, 11:41
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Baan: LN 10.4 - DB: Oracle - OS: NT
Invoicing by project

Would not the invoicing be handled by Project instead?
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  #3  
Old 16th October 2012, 07:04
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Baan: Infor ERP LN FP5 - DB: MS SQL Server 2005 - OS: WinServer 2008
Hi Henk,

Actually, the scenario is like, the project is completed, all the invoicing for the project is done, and we want to do some servicing/maintenance job on this project for which invoicing has to be done seperately..

Regards,
Saroj
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  #4  
Old 30th October 2012, 13:38
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Baan: LN 10.4 - DB: Oracle - OS: NT
Project done than look to Finance

If the project is ready, finished the link to the project is not possible and one should look to installation group/cluster or finance to get a common view of data from the construction period and the maintenance period.
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  #5  
Old 20th October 2013, 21:53
Ulrich Hofmann Ulrich Hofmann is offline
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Baan: Baan IV, ERP, Infor LN - DB: SQL - OS: Windows 7
Re - Open the Project

Hello,

you could try to reopen the Project, do the invoicing, and cose it again. (Change Project Status / Financial Determination) back to active
then you can change the thing and close it again (Check with your Finance guy the results)

We had to to this in several Projects!

If not sure, try it in your test company first!

Kind regards

Ulrich



Quote:
Originally Posted by hotjens View Post
If the project is ready, finished the link to the project is not possible and one should look to installation group/cluster or finance to get a common view of data from the construction period and the maintenance period.
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Phone: +49 711 58 74 31
Mobile: +49 172 711 01 62

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Last edited by Ulrich Hofmann : 20th October 2013 at 22:07.
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  #6  
Old 20th October 2013, 22:03
Ulrich Hofmann Ulrich Hofmann is offline
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Baan: Baan IV, ERP, Infor LN - DB: SQL - OS: Windows 7
Elemments - Activities

Elements:
Build the technical Project Structure - (Like a Project BOM) in Projects like
Heavy Machinery, Turbines, Power Plants, Ships etc.)

Activity:
Entity to build the Scheduling Structure (Like Activities in a Project Scheduling Tool. Supports the Planning in a Project

Link in two ways:
1. Direct - Via Element Relations (Same Plan for all Budget Lines)
2. Indirect - Via Bottom up Budget Lines (Connected Data, with different Activities, if required)
Depends how detailed you need to plan. I prefere to use 1. detailed.

You dont need Elements in simlpe projects (pave streets, or so), but if you have a complex project, use them both (Elements) for the design integrity of your technical structure! Activities for the scheduling - in this case dont play with activity types - take Work Packages only - this is good enough.

Note: Currently (FP8) its only possible to link Service Orders with Activity Driven Projects! This need to be changed by Development!

For further Questions - send me a mail!
u.hofmann@pms-c.de

Regards





Quote:
Originally Posted by mahisehar View Post
Can somebody please let me know the difference between Element and Activity and the relationship between them.
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Ulrich Hofmann
Consultant for Project Management Applications

Bruckstrasse 37
70734 Fellbach
Germany

Phone: +49 711 58 74 31
Mobile: +49 172 711 01 62

E-Mail : u.hofmann@pms-c.de
Home -P: www.pms-c.de
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Last edited by Ulrich Hofmann : 20th October 2013 at 22:09.
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  #7  
Old 23rd May 2014, 11:28
v_gupta v_gupta is offline
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Baan: BaanV, FP2, FP5, FP7 - DB: SQL - OS: Windows2008
Hi,

The invoicing can happen on the basis of TP project as well. In that case, you need to copy the activites of the project as the cluster breakdown structure. Then on the service order use the project on the header and select the activity of the project in the item field while creating the reference actitvity lines for the service order. Then the cost of the material, labour and others can be fallen on the project through the activity while invoicing the whole service order or invoicing just the single reference activity.

Any more detailed help needed, can call me on +91-8860367629

Vidit
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