Project Sales Order

Module Guide: Project Sales Order

Module Location

Project > Project Sales Order

Module Objective

The Project Sales Order module is used to create a Sales Order (SO) document that is specifically related to a project. Unlike a regular sales order for goods, a Project SO typically includes billing based on stages (milestones) or project progress, not just the shipment of goods.

1. Main View (Project SO List)

The main page of this module displays a list of all Project Sales Order documents that have been created.

View Explanation

• View: This page is a history of all Project SOs. You can see the Sales Order Number, Customer, SO Date, and its status.

• Action Buttons:

  • [New]: The primary button to create a new Project SO.

2. Steps to Create a Project Sales Order

Step 1: Create a New SO

From the Main View, click the [New] button to open the New form.

Step 2: Fill in Header Information

• Project Code: Select the project for which the SO is being created.

• Customer: Select the customer who ordered the project.

• SO Date and Due Date: Define the document date and the payment due date.

Step 3: Detail the Project Stages (Important!)

In the table at the bottom, you will detail the project stages that will be billed:

• Step and Stage: Define each milestone or project work stage.

• Description: Provide an explanation for each stage.

• Price: Enter the value or price for each stage that will be billed.

Step 4: Submit the Project SO

After all stages and their values have been filled in, click the [Confirm] button to save and submit the Project SO for the approval process.

Tips & Important Notes

• A Project SO is the basis for the invoicing process to the customer. Each completed stage can be billed separately.

• This module is the bridge between project management and the financial sales cycle.

• This is an important module for Project Administration and Project Managers.