Screen flows

• OK—Proceed.
• Cancel—Cancel the action.

Header

• Client Code

  The code of the client. Display only.

• Project Code

  The code assigned to the project, unique within the client.

• Name

  The name of the project. Maximum length of 200 characters. Multi-language support.

• Description

  The description of the project. Maximum length of 400 characters. Multi-language support.

• Project Category

  A category assigned to the project. Selected from categories with a Category Type of PROJECTS.

• Is Active

  Indicates whether the entity is available in drop-down lists. An inactive entity cannot be selected for use.

• Can Submit Samples

  Indicates whether a job can link to the project as its primary project.

• Allow Registration Outside of Project Dates

  Indicates whether the project can be used to register samples outside of the project's dates.

• Alternate Name

  An alternate name of the project.

• Label Short Name

  A short name of the project, for label use.

• Priority

  The priority of jobs created for the project with respect to other jobs in the system, overriding any client or default priority. Entered in the format xN, where x is an integer and N is a code for a date-time period: S (second), N (minute), H (hour), D (day), M (month), Y (year). For example, 10D (10 days), 30N (30 minutes).

• Primary Contact Code

  The code of the contact who is the primary contact for the project. Selected from contacts associated with the client.

• Cost Centre Code

  The code of the cost centre associated with the project. A cost centre may be selected from the drop-down list that contains active cost centres in scope, as configured by the CCCOST—Cost Centre application. Click the field hyperlink to display the CCCOST—Search Cost Centre screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Document

  Documents can be uploaded, downloaded and removed from this entity. The additional documents can be used for a variety of purposes, for example:

  • Linking additional documentation to an entity, such as a client, contact or project.
  • Reporting additional details about the entity.

• Logo

  A logo can be uploaded, downloaded or removed from the entity.

Details tab

The main details of the project.

• Account Manager User Code

  The code of the user who is the account manager for the project. A user may be selected from the drop-down list that contains active users in scope, as configured in the CCUSER—User application. Click the field hyperlink to display the CCUSER—Search User screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Project Open Date

  The date-time at which the project opens and is therefore available to register samples.

• Project Close Date

  The date-time at which the project closes and is therefore no longer available to register samples, unless the Allow Registration Outside of Project Dates is selected.

• Last Submission Date

  The date-time at which a sample was last registered for the project.

• Job Text

  The text that is added to a job's Registration Notes when the project is used to register a sample.

Invoicing Tab

Invoicing details for the project.

• Discount

  The discount applied to an invoice associated with the project.

• Auto-Invoice

  Currently no core functionality uses this, although it could be used by a script or report template.

• Invoice Incomplete Jobs

  Currently no core functionality uses this, although it could be used by a script or report template.

• Invoice Payment Terms

  The payment terms that can be placed on an invoice. Currently no core functionality uses this, although it could be used by a script or report template.

• No. of Days Prompt Payment

  The payment terms for discount payment days that can be placed on an invoice. Currently no core functionality uses this, although it could be used by a script or report template.

• Prompt Payment Discount

  The payment terms for discounted amount that can be placed on an invoice.Currently no core functionality uses this, although it could be used by a script or report template.

Sales and Marketing Tab

The sales and marketing details of the project.

• ERP Project Number

  The related number for the project in the company's enterprise resource planning ERP system.

• ERP Project Name

  The related name for the project in the company's enterprise resource planning ERP system.

• ERP Affiliated Cost Centre

  The cost centre associated with the project in the company's enterprise resource planning ERP system.

• ERP Chart of Accounts

  The chart of accounts associated with the project in the company's enterprise resource planning ERP system.

• ERP Acc Rec Debit Account

  The debit account in account receivables associated with the project in the company's enterprise resource planning ERP system.

• ERP Acc Rec Credit Account

  The credit account in account receivables associated with the project in the company's enterprise resource planning ERP system.