In this screen, you can generate a statistical overview of the overdue projects. Overdue projects are projects with planned end dates earlier than the current date, even if they have been fully invoiced and the corresponding sales orders are completed.
The information in this document is applicable to product
update 421 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
You can filter the projects that you want to be displayed by defining one or more of the following criteria and clicking Display. The projects that match the defined criteria are then displayed. A list of options will be displayed if you click at the Sales order, Ordered by, Delivery to, Cost centers, Person, Project, Item group, and Item fields. From the list, make your selection and click Select.
General section
Warehouse
Select a warehouse to display the projects linked to the selected warehouse. Select All to display the projects that are linked to any warehouse.
Transaction date
Type or select a transaction date or a range of transaction dates to display the projects with the selected transaction date(s). Select the All check box to display projects with any transaction date. By default, the dates that are defined
previously are displayed.
Sales order
Type or select a sales order or a range of sales
orders to display the projects linked to the selected sales order(s). Select the All check box to display the projects linked to any sales order.
Ordered by
Type or select an order debtor to display the projects
linked to the selected order debtor.
Delivery to
Type or select a delivery debtor to display the projects
linked to the selected delivery debtor.
Cost centres
Type or select a cost centre or a range of cost
centres to display the projects linked to the selected cost centre(s). Select
the All check box to display the projects linked to any cost centre.
Person
Type or select a person with hours planned to or
realized to display the projects linked to the selected person.
Project
Type or select a project to display the selected
project only.
Project section
Project type
Select the Time & Material, Internal, Fixed, Production, and/or Training check boxes to display the projects with the corresponding type(s).
Project status
Select the Active, Proposed, Completed, and/or Blocked check boxes to display the projects with the corresponding status(es).
Exclude: Automatically generated projects
Select this check box to exclude the automatically generated projects.
Note: If you have cleared the Generate project check box under the Entry section in Order settings, the projects are only automatically generated for quotations, sales orders, service orders, or service contracts which contain hour items. However, if the Generate project check box is selected, the projects are automatically generated, regardless of the type of items. For more information, see Order settings. Production projects will always be considered as non-auto generated projects. Thus to view production projects, clear the Exclude: Automatically generated projects checkbox.
Show section
Include: Related
Select this check box to display the children of the selected project.
Note: This check box is enabled only if a project is selected at Project, under the General section.
Item section
Item group
Type or select an item group or a range of item groups to display the projects linked to the selected item group(s). Select the All check box to display the projects linked to any item group.
Item
Type or select an item or a range of items to display the projects linked to the selected item(s). Select the All check box to display the projects linked to any item.
Item status
Select the Active, Blocked, Discontinued, and/or Inactive check boxes to display the projects linked to the item(s) with the corresponding status(es).
Item type
Select the Standard, Labor hour, and/or Machine hour check boxes to display the projects linked to the item(s) with the corresponding type(s).