During initial setup and configuration, there is a configuration option in the Eralis Job System Initialization to enable the integration of the Job Scheduling utility and the quoting in Eralis Job. With this option enabled, the system will create and edit quote lines on the Subjob for the scheduled time for Subjobs with a status that makes the Quote tab editable. This integration allows project managers to graphically schedule resources against future jobs and have the scheduling utility build the quote on the Job at the same time.
The system will create a separate quote line for each of the task bars that are created in the schedule, and will apply the standard Eralis Job price and cost determination rules for the quote lines.
No quote transactions will be created against Subjobs that have been used with the configuration of non-productive jobs.
Once the quote lines are created, the line will be updated with each change that is made to the
task bar. If a user increases the length of the task bar or updates the start date of the task bar, the quote line will be updated accordingly.
Note: Manual changes made directly to the quote line will be overwritten by changes made to
the schedule task bar if the quote is still editable.
As the Job Scheduling utility only supports the scheduling of staff and resources, the quote
lines that are created will only be staff and resource lines. The system uses the following parameters for creating the quote lines:
|Type||Either R or S depending on the type of line that has been scheduled.|
|Article||The employee or resource that has been scheduled.|
|Transdate||The start date of the scheduled time.|
|Item No.||The default item code from the staff member's HR record.|
|Item Description||The value is either the description of the Item Code, or the description in the extended task bar information has been updated.|
|Analysis 1 & 2||Based on the default values on the Item Master.|
|Open Activities||If the option to create SAP Business One activities is enabled, then the field will reflect the activity that has been created linked to this quote line.|
|Note||The note information from the extended task bar information.|
|Quantity||Total work hours from the task bar.|
|Non-chargeable||Based on the defaults on the Item Code or the Job Type configuration.|
|Unit Price and Cost||Based on the standard Eralis Job price and cost determination.|
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