项目实例1@ 内容 前言 业务流程 关键概念 操作 前言 销售型项目 你可以把项目当作另外一种“订单”单据,他由阶段和任务组成,而不是具体的产品明细。 合同=3个 付款=3次 开票=3次(或者1次) 与国内的流程相比,还是有些不同的。 业务流程 招标--签订合同--阶段验收1--付款1--阶段验收2--付款2--验收--付款3--进入售后阶段 关键概念 项目类型 项目 阶段 操作 采购部分 Create Project Phase Line for Installation Phase (service) Create Project Purchase Order from your Project Phase Lines Review and complete Purchase Orders Create Project Material Receipt for Service Create Project Vendor Invoice for Service Create Project Material Receipt for Material/Stocked Create Vendor invoice for Material/Stocked Note that the Material Receipt posts the Project to the general ledger Review Project Financial Reports (Balance Sheet and Income Statement) for the Project 销售部分 Create Project Sales Orders for Phase 1 = Configuration (生成阶段1销售合同) Complete On Credit Order (完成阶段1赊销合同:自动生成出库和客户发票) Review Project Shipment created upon Sales Order completion (查看出库单) Review Project Customer Invoice created upon Sales Order completion(查看客户发票) Create Project Sales Order for Phase 2 = Installation (生成阶段2销售合同,同上) Review finished Project Financial Reports (查看余额表和项目状况表)