Milestone Details
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This tab allows you to maintain the milestone details. The details such as finance book, receipt method, receipt type, ac usage id and cost center can be defaulted with a given value. After entering the milestone details the invoice can be generated which is displayed in the "Invoice Details" tab.
Select the Milestone Details tab.
The Milestone Details tab appears.
The system displays the following details in the multiline:
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Milestone |
The name of the milestone. |
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Milestone Desc. |
The descriptive information of the milestone. |
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Customer Code |
The unique code identifying the customer. |
Enter the following details in the multiline:
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Billing Amount |
The total billing amount of the milestone. |
The system displays the following details in the multiline:
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Pending Amount |
The total pending amount of the milestone. |
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Total Amount |
The total amount of the milestone. |
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Work Value |
The total value of the work done based on the completion status of WBS IDs mapped to the milestone. |
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Billing Date |
The date on which the billing was generated. |
Enter the following details in the multiline:
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% Completion |
The total completion of the milestone in percentage. |
The system displays the following details in the multiline:
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Status |
The status of the milestone. The values "Pending", In progress and "Closed" get displayed. |
Enter the following details in the multiline:
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Milestone Completed On |
The date on which the milestone was completed. (Date format). |
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Finance Book |
Use the drop-down list box to select the finance book. The system populates the finance book mapped for the login OU. |
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Receipt Type |
Use the drop-down list box to select the receipt type. The values Credit and Cash get populated. |
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Receipt Method |
Use the drop-down list box to select the receipt method. The value Regular gets populated. |
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Bill to Id. |
The unique id. of the customer for billing. |
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Help facility available. |
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Payterm |
The payterm of the billing. |
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Help facility available. |
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AC Usage Id. |
The account usage of the billing. |
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Help facility available. |
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Cost Center |
The cost center of the project for billing purposes. |
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Help facility available. |
The system displays the following details in the multiline:
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Customer Name |
The name of the customer. |
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WBS Id. |
The unique id. from the work breakdown structure. |
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Task Code |
The unique code identifying the task. |
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Task Desc. |
The descriptive information of the task. |
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Task Status |
The status of the task. |
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Completion % |
The total completion of the milestone in percentage. |
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SO No |
The unique number identifying the sale order. |
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Amend NO |
The unique number identifying the amendment of sale order. |
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SO Line No |
The unique line number identifying the line in the sale order. |
Enter the following details in the multiline:
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Remarks |
The additional information relating to the milestone, if any. |
Click the "Save" pushbutton to save the entered details.
Click the "Generate Invoice" pushbutton to generate the invoice details.
To proceed, carry out the following:
Select the “Report SO Milestones” link at the bottom of the page to record the milestone completion for sale order.
Select the “Operational Checklist” link at the bottom of the page to specify the operational checklist details for the project.