In this window you can edit a Project task / Project Template / Task Catalog.
PATH: Production > Project > Open a project >"Tasks" tab > Open a task from the list.
Window prj_line_edit.psr
Task tab / Master Data
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Position
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Can be alphanumeric, the number does not determine the order of processing. Order is set up by sorting with drag&drop in the list.
Notes on data structure:
beas_prj_line.prjcode = Project number
beas_prj_line.lineid = Task ID (same number as in template)
beas_prj_line.pos_id = Visible position number
beas_prj_line.sortid = Sorting
beas_prj_line.prjuid = Unique ID of the task over all projects. Used for linking to other documents.
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Description
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Task description.
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Type
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Type of task: Milestone or Standard.
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Status
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Select a status. Only information, no function here.
You can edit the statuses by pressing the selection icon. Values "complete%" and "blocked" are accepted after selection, but can still be changed afterwards. For more information, see Status
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Entry checked
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Determines whether an entry is marked as "checked". Unconfirmed tasks are marked with a warning, with icon .
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Task catalog
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Select a predefined task from task catalog. Visible when opened from Project Task and Project Template.
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Responsible
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Person in charge for this task.
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Complete%
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In percent
If in "Planning" tab - "Production % Processing" was not set to "manual", this field is blocked.
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Blocked
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Use this to block the task. When no more activities are possible, the task is marked with a Stop-Icon. Additionally, you can enter a blockage reason.
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Tab: Task - Activities
Tab: Task - Budget
Tab: Task - Material
Tab: Task - Purchase
Task > Extended
Tab: Task - Sales
Task > Extended
Tab: Task - Scheduling
Task > Extended
Tab: Task - Time receipt
Task > Extended
Tab: Task - Attachments
Tab: Task - Work orders list
Work orders associated with the Task are listed in this tab. You can edit the WO document from here and create post-calculation for it as well.
This tab is Task > Extended
Tab: Task - Expendable material
Scheduling tab:
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Work days
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Work days planned for the respective task.
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Budget
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Define a budget available for the task.
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Milestone tab:
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Milestone
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Assign a mile stone to the task or define a new one using the selection icon next to the drop down field.
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Acceptor 1,2
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Acceptor 1 of the event defined in the milestone.
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Text
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Text, displayed to Acceptor.
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Extended tab:
In this tab you define, which documents can be created for which business objects.
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Sales
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When active, the following documents can be created from the task: Quotation, Sales order, Delivery, A/R down payment invoice, invoice, A/R credit memo.
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Purchase
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When active, the following documents can be created from the task: Purchase order, Goods receipt, A/P invoice.
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Work order
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When active, the following documents can be created from the task: work order.
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Order times
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When active, you can register or edit order times from the task.
Note: Order times are meant to be project times not linked to a normal work order. This could be installation time, meetings or project administration. If the flag order times has been activated, the fields cost element, resource and operation type are important to be filled, because the order times are booked using the project work order.
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Material
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Without function.
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Configurator
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Activating this flag allows the creation of a configuration from the task (only if the product configurator is used).
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Activity
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Activating this flag allows the creation of an activity.
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Cost element
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Cost element assigned for this task.
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Resource
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Assigned resource for this task.
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Operation type
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Assigned operation type for this task.
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Image
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Select an image for the task to be displayed in lists.
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Color
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Select a color for the task to be displayed in lists.
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Memo tab:
In the editor window you can edit and store task-specific texts.
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Help URL: https://help.beascloud.com/beas202402/index.html?aufgabe_bearbeiten.htm
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