Record Milestone Completion

Select the “Record Milestone Completion” link under the “Milestone Management” business component.

The “Record Milestone Completion” page appears.

Enter the following fields

Order No

Enter the order number for which you want to record milestones completion

Help facility available

Finance Book

Select the finance book against which you want to record the milestone completion details.

Use the drop-down list box to select the finance book. A predefined list of finance books is displayed as options.

The system displays the following details:

Amendment No	The amendment number for the specified order number is displayed.
Order Status	The status of the specified order number is displayed.
Currency	The currency in which the order payment is made is displayed.
Level	The level/document of the specified order number.

Select the following field:

Line No.

The line number of the sale order by which you want to retrieve the list of milestones.

Use the drop-down list box to select the line number for which you want to retrieve the list of milestones. The list of sale order line numbers for which milestone is applicable is displayed as options.

The system displays the following fields:

Item Code	The code identifying the item for the selected sale order line number.
Variant Code	The item variant code for the selected sale order line number.
Item Variant Description	The description of the item variant for the selected sale order line number.
UOM	The unit of measurement of the item for the selected sale order line number.
Qty	The quantity of the item for the selected sale order line number.
Total Value	The total value of the item for the selected sale order line number

The system fetches and displays the following details in the multiline for the selected line number:

Sl. No.	The sequential order in which the milestone is displayed..
Milestone Code	The code that identifies the milestone set for the sale order.
Milestone Description	The description of the milestone set for the sale order.
Payment Type	The payment type applicable for the milestone. If the payment type is Regular the system generates customer order based invoices when you click the Generate Invoice button else if the payment type is Advance the system generates demand notes.
Proportion %	The proportion percentage of order payment that is applicable for the milestone.
Proportional Value	The proportion value of order payment that is applicable for the milestone.

Enter the following fields in the multiline:

Billing Amount

The current billable amount for the milestone.

The system displays the following details in the multiline:

Balance Amount	The remaining amount to be billed for the completion of the milestone.
Pay Term	The payment term that is applicable for the milestone.
Expected Date of Completion	The expected date of completion of the milestone.

Enter the following fields in the multiline:

Status

The status of the milestone.

Use the drop-down list to select the status of the milestone. The system displays Closed, Completed, Obsolete, Open and Partially Completed as options.

Note: You can generate invoices only if the Status is set as “Completed”.

Reported By	If the status of the milestone is selected as Completed then enter the name of the person who reported the milestone completion.
Reported Date	The date on which the milestone completion was reported.
Remarks	Any relevant comments or remarks regarding the milestone completion.

Click the Save button to save the milestone completion details.

The system saves the milestone completion details.

Click the Generate Invoice button to generate the invoice.

The following details are displayed in the Milestone Details multiline:

Invoice No.	The invoice number generated against the milestone is displayed. If the payment type is Advance then the Demand Note number is generated and displayed.
Invoice Value	The value of the invoice is displayed. If the payment is Advance then the Demand Note Value is displayed.
Project Code	The unique code identifying the project mapped to the specified order number.
WBS ID	The code that identifies the WBS mapped to the order number.
WBS ID % Completion	The total completion of the milestone in percentage.

The following details are displayed at the bottom of the page:

Created By	The name of the user who created the milestone completion details.
Created Date	The date on which milestone completion details were created.
Last Modified By	The name of the user who last modified the milestone completion details.
Last Modified Date	The date on which the milestone completion details were last modified.

To proceed carry out the following

Click the View Demand Note link to view the details of the demand note.

The system launches the View Demand Note page that displays the details of the demand note.

Click the View Invoice link to view the details of the generated invoice.

The system launches the View Invoice page that displays the details of the invoice.

Select the “Attach Notes” link at the bottom of the page to specify notes.