Projects
Before starting work with the Projects module, it is necessary to set certain configurations on the Projects Setup page. You can learn more about the standard settings in the article Setting up project management.
Adding a customer agreement to the projects
The system supports the ability to define a Customer Agreement for projects. This feature allows automatic transfer of agreement data to project task lines and sales documents.
To activate this functionality, follow these steps:
- Open the SMART Feature Flags page.
- Find the feature #82473 Change the logic with Customer agreement filling in Sales Invoices, created from Project Planning Lines in the list.
- Change the status of this feature for the current company to Enabled.
After activating the feature, the Agreement No. field becomes available on the Project Card page. When selecting an agreement number, the system applies a filter by Currency Code, Bill-to Customer No., and Active Agreement. The dimensions defined in the selected agreement are automatically transferred to the project card and job task lines, provided that the Bill-to Customer No. matches in both the project task line and the project card.
Differences in agreement filling depend on the Task Billing Method:
| Task Billing Method | Agreement Filling Logic |
|---|---|
| One customer | The agreement is defined in the Project Card. When a sales invoice is created, the agreement value is taken from the Project Card. |
| Multiple customers | The agreement can be set either in the Project Card or directly in the Project Task Lines. If the bill-to customer in the line matches the bill-to customer in the project, the agreement from the Project Card is automatically transferred to the Job Task Line. When a sales invoice is created, the agreement value is taken from the Project Task Lines. |
If the Agreement No. field is left empty, when creating a sales invoice the system checks the customer’s agreement accounting type:
- if the accounting is mandatory, a message will appear requiring you to specify an agreement in the Project Card or Project Task Lines, and the sales invoice will not be created.
- if the accounting is optional, the system will create a sales invoice and fill in the customer agreement by default (if such is defined).
If the agreement is changed in the Project Card, the previous agreement value in already created project task lines remains unchanged, while new lines are created according to the updated agreement number.