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Project Integration for Manufacturing

Written by Pieter Hamans on . Posted in Exact Online

Some manufacturers deliver a combination of manufactured products, merchandise and services to a single customer and refer to this delivery as a ‘project’. It may be necessary to keep overview of all commitments related to this project and to assess the total revenues and profits of the project.

How Manufacturing Basic currently deals with projects

When we create a sales order or quotation, we can insert lines that refer to products to manufacture, merchandise and services to deliver. Each of these lines has its own planned delivery date, and we can generate separate invoices for the deliveries we make. To some extent, the sales order provides for a project container. However, if our project is built up from orders that are received over time (extra work, next phase) or includes commitments that are not directly tied to a sales order (manually created shop orders and invoices) we cannot create overviews anymore.

Using the project entity

The aim of project integration is to have the ability to create and maintain projects, and to attach quotations, sales orders, shop orders and invoices to a project. Explicitly, this should not be interpreted as integrating Exact Online Time & Billing or Exact Online Project Management with manufacturing!

Project2

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Project integration

Project integration is currently being developed for Manufacturing Basic and Manufacturing Advanced. As development progresses we will communicate a release date.

Project

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More information with Pieter Hamans (pieter.hamans@exact.com).

Comments (1)

  • Robert Clark

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    They describe all those in one list called Product due to the ease of access of the said work in their inventory for further reference. No other reason on the cards. Simple.

    Reply

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