Project/Category Validation at the Project Group or Type level
Validation for the project/category relationship should be extended to enable validation at the project type or project group level in addition to the project ID level. This could easily be achieved by providing a Type, Group, or Table option similar to the Project Ledger posting setup. In man...
Customer reference and customer requisition fields
Customer reference and customer requisition fields should be available within the project header. These fields should be transferred from the project quotation, when available, and print on the project invoices as all customer invoices require a purchase order and/or reference.
Employee termination should disable the associated user access
When an employee is terminated, the system should disable the related user access if that worker is associated with a user record. Perhaps there are situations where those individuals would need to retain access though their employment has been terminated, so maybe a prompt would be ideal.
Track the expected order value (revenue) against a customer PO value
Within the project record, allow users to input a customer requisition number and the value of the customer PO. Systematically track the variance between the customer value and the sales forecast for the project and alert users if the project is expected to exceed the value of the customer PO....
Option to Transfer Sales Quote to a Sales Order
With the adoption of EDI to generate sales orders, users need the option to control the creation of sales orders when sales quotes are marked as confirmed. Similar to the project quotation, sales quotations should allow users to confirm the quotation and provide a manual option to transfer to ...
Indirect Cost Component Group Assignment Rules - Should have rules based on project group
Project management and accounting > Setup > Indirect costs > Indirect cost component group assignment rules. This table should allow the user to apply indirect costs (or not) based on project group. Because this is not an available option, my customer will have to maintain the table each time ...
Default offset accounts for expenses - should allow for a variable based on project group
Project management and accounting > Setup > Posting > Default offset accounts for expenses. This table should allow for a GL account specification based on the project group.
Project forecast transactions do not consider indirect costs
Project forecast transactions do not include indirect cost considerations, so the total cost forecast is not aligned with the actual costs when they are posted. Because the forecast lines include all the necessary variables to rationalize indirect applicability, forecast transactions could/sho...