Create a business project from the business project menu
A business project will always be linked to a partner (i.e third party), contact and a company (as is the case when creating a business project from a quote).
Project: Project Management → Business projects → Business projects → Configurations tab
Remember to open the Configurations tab
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Reinvoicing: the Reinvoicing section has been added to the business project file. Select the options to configure reinvoicing on projects. These configurations are present by default and must be activated beforehand. Reinvoicing configurations affect the business project that is being created.
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Selling type: the Sales type section has been added to the business project file. Select the sales type (e.g. ‘Identically’ or ‘With percentage’).
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Identically: sales price identical to the cost price of the item.
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With percentage: using this type, the selling price will be calculated based on the given profit margin percentage. A different profit margin percentage can be configured for each type.
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With price list: calculate the selling price using the project price list or the partner price list. If both are empty, the product's selling price will be used.
Spent time (timesheet line): for time spent, the sales type will always be ‘With price list’.
Expense line: for the expense line, it is always ‘With percentage’ option.
Reporting: with regard to reporting, the configuration will be used in project reports. It will enable or disable cost calculation in project reports by type, such as purchase order lines, timesheet lines, expense lines, etc.
Initial Sales tab
Access: Project Management → Business projects → Business projects → Initial Sales tab
These lines store information about the initial products sold with the sales order. Each line is linked to the corresponding sales order line from which the business project is generated. It is generated automatically if the business project is generated from the sales order.
The same line is linked to the business project and the task. The business project therefore displays all task lines. New lines can be added manually. They are mainly used for project reporting.
If no task is generated for a sales order line, an initial line is still generated and will be linked to the project.
If a parent-child task is generated from the corresponding parent-child sales order line, the initial lines will be added to the parent task for the child sales order lines for which no task is generated.
The initial line will not be generated for the parent sales order line if the invoicing mode of the parent sales order line is set to ‘Spent time’ and there is a child line with a ‘Spent Time’ invoicing mode. In this case, the initial line will only be added for the child sale order line.
When a sale order line is deleted, the associated initial lines are also deleted. All initial sales amounts are expressed in the project currency.
Additional element tab
Access: Project Management → Business projects → Business projects → Additional elements tab
A new Additional element tab is now available on tasks/projects/business projects.
An additional element allows you to forecast consumables or other items to be invoiced directly. Additional items are extra lines added to the business project for invoicing and calculating the costs of the business project.
These items correspond to sales or costs related to the business project, but which are not part of any existing entity such as purchase orders, stock moves, supplier invoices, etc.
Why add an additional element?
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Either to invoice it;
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Or simply to calculate the cost that could be added (and which may or may not be billable);
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Or to calculate additional turnover.
This allows you to be more flexible in calculating what you have produced or sold by entering the amounts (sales prices) in the Additional Items table.
Most of the fields in the Additional element section are self-explanatory, but some new fields are described below.
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Date: the date from which the additional item takes effect.
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Additional cost: the item will be considered an additional cost; there is a separate calculation of the additional cost in the project reporting.
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Additional sales: the items will be considered additional sales; there is a separate calculation of additional sales in the project reporting.
However, the additional cost is present in other items such as the timesheet line, expense line, purchase order line, etc., but additional sales can only be defined from here.
- To invoice: when you activate this option in the Additional element table, the system will consider that everything is already included in your initial turnover.
For example: a service is created, but this service is not tracked in the system (you delivered directly to the customer, for example).
As a result, the user proceeds by stock move line. For example, they destock for several customers at once. As a result, they will have a single stock move line and will not be able to separate this stock move line by project/task for the different customers in order to calculate the sold amount.
However, additional elements allow this line to be separated into several lines.
Calculation storage
Calculation storage has been revised for all invoiceable items.
For example: on a purchase quotation (access: Purchases → Internal purchase request / Purchase quotation), in the purchase lines (Content tab, Detail table), open the purchase line.
In the business project tab, you will now find additional information that can be used for reporting (e.g. quantity sold, sales unit, unit cost, etc.). This information allows you to track prices per unit and obtain the total cost. This information has been added to timesheets and other items to ensure much more accurate tracking of reinvoicing and reporting.
Hourly cost
Access: HR → Employee management → List of employees → open an employee record → Employment contract tab
Hourly cost: a new table has been added, the Hourly Cost table. This table allows you to view the actual cost at the current time. The hourly rate is used to perform calculations for human resources. This information will be stored in the Hourly Cost table.
The cost amounts are retrieved at the same time as the time is entered, i.e. the information is retrieved from the timesheets. This feature is particularly useful for external employees.
Modify hourly costs: it is always possible to modify the information in the Hourly Costs table.
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Open the Employment Contract tab.
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Open the Hourly Cost table and view the current information.
Progress
Access: Project Management → Business projects → Business project tasks → Progress tab
Progress is now taken into account for tasks and business projects in terms of invoicing. For example, after saving the progress, the new data will be seen in the Progress table from the Progress tab (this progress, detailed month by month, period by period, allows you to see the generated turnover).
Why is it important to save and archive this information? In the event of an error, you will be able to restart the calculations.