PM
PMSetupChangeRequestApproval
No summary is documented for this DAC in the release source.
| Field Name | Type | Display Name | Foreign Key | |
|---|---|---|---|---|
AssignmentMapID | int | Project Approval Map | EPAssignmentMap | |
Description:The map to be used to assign projects to employees for approval. If no value is specified, the approval is not required. The field values refers to the EPAssignmentMap DAC. | ||||
AssignmentNotificationID | int | Project Approval Notification | Notification | |
Description:The notification template that the system uses to generate notification emails for employees who approve projects. An employee receives a notification about pending approval when a project requires approval from this employee. The field value refers to the SM.Notification DAC. | ||||
AutoCompleteRevenueBudgetObsolete | bit | Automatically Adjust Unbilled Revenue Based on the Completed Cost | - | |
Description:No description available | ||||
AutoPost | bit | Automatically Post on Release | - | |
Description:Indicates (if set to true) that transactions will be automatically posted to the general ledger once they are released. | ||||
AutoReleaseAllocation | bit | Automatically Release Allocations | - | |
Description:Indicates (if set to true) that the allocation will be automatically released after the allocation process. | ||||
BatchNumberingID | nvarchar(10) | Batch Numbering Sequence | Numbering | |
Description:The numbering sequence that is used for batches generated in the project accounting. This field is a link to a Numbering record. | ||||
BudgetControl | nvarchar(1) | Budget Control | - | |
Description:The way the system controls the project budget on document entry. The field can have one of the following values: ""N"": Do Not Control, which is the default value. ""W"": Show a Warning. | ||||
CalculateProjectSpecificTaxes | bit | Calculate Project-Specific Taxes | - | |
Description:A Boolean value that indicates whether in the documents related to a project, the system uses the cost tax zone, revenue tax zone, and project address settings that are specified for the project on the Projects (PM301000) form. | ||||
ChangeOrderApprovalMapID | int | Change Order Approval Map | EPAssignmentMap | |
Description:The map to be used to assign change orders to employees for approval. If no value is specified, the approval is not required for change orders. The value refers to the EPAssignmentMap DAC. | ||||
ChangeOrderApprovalNotificationID | int | Change Order Approval Notification | Notification | |
Description:The notification template that the system uses to generate notification emails for employees assigned to approve change orders. An employee receives a notification about a pending approval when approval of a change order is required from this employee. The value refers to the SM.Notification DAC. | ||||
ChangeOrderNumbering | nvarchar(10) | Change Order Numbering Sequence | Numbering | |
Description:The numbering sequence that is used for change orders. This field is a link to a Numbering record. | ||||
ChangeRequestApprovalMapID | int | Change Request Approval Map | EPAssignmentMap | |
Description:The map to be used to assign change requests to employees for approval. If no value is specified, the approval is not required for change requests. The value refers to the EPAssignmentMap DAC. | ||||
ChangeRequestApprovalNotificationID | int | Change Request Approval Notification | Notification | |
Description:The notification template that the system uses to generate notification emails for employees assigned to approve change requests. An employee receives a notification about a pending approval when approval of a change request is required from this employee. The value refers to the SM.Notification DAC. | ||||
ChangeRequestNumbering | nvarchar(10) | Change Request Numbering Sequence | Numbering | |
Description:The numbering sequence that is used for change requests. This field is a link to a Numbering record. | ||||
CostBudgetUpdateMode | nvarchar(1) | Cost Budget Update | - | |
Description:The way the system updates the cost budget of projects when a project transaction is posted, a change order line is released, a commitment line is saved, a pro forma invoice line is saved, an accounts receivable invoice line is saved, or a new change request line is saved or linked to a change order. The field can have one of the following values: ""D"": Detailed, which is the default value. ""S"": Summary. | ||||
CostCommitmentTracking | bit | Internal Cost Commitment Tracking | - | |
Description:A check box that indicates (if selected) that purchase orders and subcontracts are tracked as cost commitments of each project. | ||||
CostProjectionApprovalMapID | int | Cost Projection Approval Map | EPAssignmentMap | |
Description:The map to be used to assign cost projection revisions to employees for approval. If no value is specified for this field, approval is not required for cost projection revisions created for a project. The value refers to the EPAssignmentMap DAC. | ||||
CostProjectionApprovalNotificationID | int | Cost Projection Approval Notification | Notification | |
Description:The notification template that the system uses to generate notification emails for employees assigned to approve cost projection revisions for project quotes. With a notification template specified, an employee receives a notification about a pending approval when the approval of a cost projection is required from this employee. The values refers to the SM.Notification DAC. | ||||
CostProjectionByDateApprovalMapID | int | Cost Projection By Date Approval Map | EPAssignmentMap | |
Description:The map to be used to assign cost projections by date to employees for approval. If no value is specified for this field, approval is not required for the cost projection by date that is created for a project. The value refers to the EPAssignmentMap DAC. | ||||
CostProjectionByDateApprovalNotificationID | int | Cost Projection By Date Approval Notification | Notification | |
Description:The notification template that the system uses to generate notification emails for employees assigned to approve cost projections by date for projects. With a notification template specified, an employee receives a notification about a pending approval when the approval of a cost projection by date is required from this employee. The values refers to the SM.Notification DAC. | ||||
CostProjectionNumbering | nvarchar(10) | Cost Projection by Date Numbering Sequence | Numbering | |
Description:The numbering sequence that is used for cost projections. This field is a link to a Numbering record. | ||||
CreatedByID | uniqueidentifier | Created By | Users | |
Description:No description available | ||||
CreatedByScreenID | char(8) | - | ||
Description:No description available | ||||
CreatedDateTime | datetime | Created On | - | |
Description:No description available | ||||
CutoffDate | char(1) | Billing Cutoff | - | |
Description:The cut-off date for billing. The field can have one of the following values: ""I"": Include, which means to include all unbilled transactions with earlier dates and with the date of the invoice. This is the default value. ""E"": Exclude, which means to include all unbilled transactions with dates that are earlier than the date of the invoice. | ||||
DefaultChangeOrderClassID | nvarchar(15) | Default Change Order Class | PMChangeOrderClass | |
Description:The change order class that is used as the default change order class. The value refers to the PMChangeOrderClass DAC. | ||||
DefaultPriceMarkupPct | decimal | Default Price Markup (%) | - | |
Description:The default price markup for estimation lines of change requests. | ||||
DropshipExpenseAccountSource | char(1) | Use Expense Account From | - | |
Description:The source of the expense account to be used in the project drop-ship order. The field can have one of the following values: ""O"": Posting Class or Item, which is the default value. ""P"": Project. ""T"": Task. | ||||
DropshipExpenseRecording | nvarchar(1) | Record Drop-Ship Expenses | - | |
Description:The setting that defines when the expense transaction should be recorded for a project drop shipment. The field can have one of the following values: ""B"": On Bill Release, which is the default value. ""R"": On Receipt Release. | ||||
DropshipExpenseSubMask | nvarchar(30) | Combine Expense Sub. From | - | |
Description:The subaccount mask for items that are used in the project drop-ship orders. The field can have one of the following values: ""I"": Inventory item, which is the default value. ""P"": Posting class. ""J"": Project. ""T"": Task. | ||||
DropshipReceiptProcessing | nvarchar(1) | Drop-Ship Receipt Processing | - | |
Description:The setting that defines whether a receipt will be generated for a project drop shipment. The field can have one of the following values: ""R"": Generate Receipt, which is the default value. ""S"": Skip Receipt Generation. | ||||
EmptyItemCode | nvarchar(30) | Empty Item Code | - | |
Description:The empty item code. The empty item code is used whenever an inventory item is required but it is unknown or is not applicable. The default value is N/A. | ||||
EmptyItemUOM | nvarchar(6) | Empty Item UOM | INUnit | |
Description:The unit of measure for the empty item. The default value is HOUR. | ||||
ExpenseAccountSource | char(1) | Expense Account Source | - | |
Description:The source for the expense account. When a cost transaction is created, the source is used to define the account. The field can have one of the following values: ""I"": Labor Item, ""P"": Project, ""T"": Task, ""E"": Employee | ||||
ExpenseAccrualAccountSource | char(1) | Expense Accrual Account Source | - | |
Description:The source of the account for the credit side of the project transaction to be generated on release of the time cards. The field can have one of the following values: ""I"": Labor Item, ""P"": Project, ""T"": Task, | ||||
ExpenseAccrualSubMask | nvarchar(30) | Expense Accrual Sub. Source | - | |
Description:The subaccount mask that defines the rule of selecting segment values for the expense accrual subaccount to be used for non-stock items on data entry forms in project accounting. The mask can include the following characters: I: The expense subaccount associated with the non-stock item J: The subaccount associated with the project T: The subaccount associated with the project task E: The subaccount associated with the employee For a segment, the characters designating each option are repeated as many times as there are characters in the segment. | ||||
ExpenseSubMask | nvarchar(30) | Expense Sub. Source | - | |
Description:The subaccount mask that defines the rule of choosing segment values for the expense subaccount to be used for non-stock items on data entry forms in the Project Accounting module. To set up the rule, select a segment, press F3, and choose a source of the segment value, which is one of the following options: The mask may include the following characters: I: Expense subaccount associated with non-stock item J: Subaccount associated with project T: Subaccount associated with project task E: Subaccount associated with employee For a segment, the characters designating each option are repeated as many times as there are characters in the segment. | ||||
IncludePendingChangeOrdersInCostProjections | bit | Include Pending CO in Cost Projections by Date | - | |
Description:A Boolean value that specifies the default value for PMCostProjectionByDate.IncludePendingChangeOrders. | ||||
IsActiveNonexistent in DB | bool? | - | ||
Description:Specifies (if set to true) that the Project Accounting feature is enabled. | ||||
LargeProjectTemplateSize | int | - | ||
Description:The threshold for large project templates. | ||||
LastModifiedByID | uniqueidentifier | Last Modified By | Users | |
Description:No description available | ||||
LastModifiedByScreenID | char(8) | - | ||
Description:No description available | ||||
LastModifiedDateTime | datetime | Last Modified On | - | |
Description:No description available | ||||
MigrationMode | bit | Activate Migration Mode | - | |
Description:Migration mode, which is used to import data from external systems. If the value is true, pro forma documents can be imported into the system. | ||||
NonProjectCode | nvarchar(30) | Non-Project Code | - | |
Description:The non-project code. The default value is X. | ||||
OverLimitErrorLevel | nvarchar(1) | Validate T&M Revenue Budget Limits | - | |
Description:The option that defines how the system validates the limits of the revenue budget of a project when you process pro forma invoices for the project. The field can have one of the following values: - "W": Ignore - "E": Validate, which is the default value | ||||
ProformaApprovalMapID | int | Pro Forma Invoice Approval Map | EPAssignmentMap | |
Description:The map to be used to assign pro forma invoices to employees for approval. If no value is specified, the approval is not required for these documents. The value refers to the EPAssignmentMap DAC. | ||||
ProformaApprovalNotificationID | int | Pro Forma Invoice Approval Notification | Notification | |
Description:The notification template that the system uses to generate notification emails for employees assigned to approve pro forma invoices. An employee receives a notification about a pending approval when approval of a pro forma invoice is required from this employee. The value refers to the SM.Notification DAC. | ||||
ProformaAssignmentMapIDObsolete | int | Pro Forma Assignment Map | EPAssignmentMap | |
Description:No description available | ||||
ProformaAssignmentNotificationIDObsolete | int | Pro Forma Assignment Notification | Notification | |
Description:No description available | ||||
ProformaNumbering | nvarchar(10) | Pro Forma Numbering Sequence | Numbering | |
Description:The numbering sequence that is used for pro forma documents generated by the billing process. This field is a link to a Numbering record. | ||||
ProgressWorksheetApprovalMapID | int | Progress Worksheet Approval Map | EPAssignmentMap | |
Description:The map that is used to assign progress worksheets to employees for approval. If no value is specified, no approval is required for the progress worksheets. The value refers to the EPAssignmentMap DAC. | ||||
ProgressWorksheetApprovalNotificationID | int | Progress Worksheet Approval Notification | Notification | |
Description:The notification template that the system uses to generate notification emails for the employees that are assigned to approve progress worksheets. An employee receives a notification about a pending approval when an approval of a progress worksheet is required from this employee. The value refers to the SM.Notification DAC. | ||||
ProgressWorksheetNumbering | nvarchar(10) | Progress Worksheet Numbering Sequence | Numbering | |
Description:The numbering sequence that is used for progress worksheets. This field is a link to a Numbering record. | ||||
QuoteApprovalMapID | int | Project Quote Approval Map | EPAssignmentMap | |
Description:The map to be used to assign project quotes to employees for approval. If no value is specified, the approval is not required for project quotes. The value refers to the EPAssignmentMap DAC. | ||||
QuoteApprovalNotificationID | int | Project Quote Approval Notification | Notification | |
Description:The notification template that the system uses to generate notification emails for employees assigned to approve project quotes. An employee receives a notification about a pending approval when approval of a project quote is required from this employee. The value refers to the SM.Notification DAC. | ||||
QuoteNumberingID | nvarchar(10) | Quote Numbering Sequence | Numbering | |
Description:Migration mode, which is used to import data from external systems. If the value is true, pro forma documents can be imported into the system. | ||||
QuoteTemplateID | int | Default Quote Template | PMProject | |
Description:The project template that the system uses by default for new project quotes. | ||||
RestrictProjectSelect | nvarchar(1) | Restrict Project Selection | - | |
Description:The restrictions for the projects. The field can have one of the following values: ""C"": Customer Projects, which is the default value. ""A"": All Projects. | ||||
RevenueBudgetUpdateMode | nvarchar(1) | Revenue Budget Update | - | |
Description:The way the system updates the revenue budget of projects when a project transaction is posted, a change order line is released, a commitment line is saved, a pro forma invoice line is saved, an accounts receivable invoice line is saved, or a new change request line is saved or linked to a change order. The field can have one of the following values: ""D"": Detailed, which is the default value. ""S"": Summary. | ||||
StockInitRequired | bit | - | ||
Description:The stock initialization flag. | ||||
TranNumbering | nvarchar(10) | Transaction Numbering Sequence | Numbering | |
Description:The numbering sequence that is used for transaction batches generated by the project accounting. This field is a link to a Numbering record. | ||||
UnbilledRemainderAccountID | int | Debit Account | Account | |
Description:The debit account of project transactions for unbilled remainders. The value refers to the GL.Account DAC. | ||||
UnbilledRemainderOffsetAccountID | int | Credit Account | Account | |
Description:The credit account of project transactions for unbilled remainders. The value refers to the GL.Account DAC. | ||||
UnbilledRemainderOffsetSubID | int | Credit Subaccount | Sub | |
Description:The credit subaccount of project transactions for unbilled remainders. The value refers to the GL.Sub DAC. | ||||
UnbilledRemainderSubID | int | Debit Subaccount | Sub | |
Description:The debit subaccount of project transactions for unbilled remainders. The value refers to the GL.Sub DAC. | ||||
UseBudgetForPlannedCostEstimationInWipAdjustments | bit | Estimate Planned Costs in Project WIP Adjustments by Budget | - | |
Description:A Boolean value that specifies the logic of planned cost estimation in the project WIP adjustments. | ||||
VisibleInAP | bit | AP | - | |
Description:The visibility of the project in accounts payable. | ||||
VisibleInAR | bit | AR | - | |
Description:The visibility of the project in accounts receivable. | ||||
VisibleInCA | bit | CA | - | |
Description:The visibility of the project in cash management. | ||||
VisibleInCR | bit | CRM | - | |
Description:The visibility of the project in CRM. | ||||
VisibleInEA | bit | Expenses | - | |
Description:The visibility of the project in expenses. | ||||
VisibleInGL | bit | GL | - | |
Description:The visibility of the project in the general ledger. | ||||
VisibleInIN | bit | IN | - | |
Description:The visibility of the project in inventory. | ||||
VisibleInPO | bit | PO | - | |
Description:The visibility of the project in purchase orders. | ||||
VisibleInPROD | bit | PROD | - | |
Description:No description available | ||||
VisibleInSO | bit | SO | - | |
Description:The visibility of the project in sales orders. | ||||
VisibleInTA | bit | Time Entries | - | |
Description:The visibility of the project in time entries. | ||||
WipAdjustmentApprovalMapID | int | WIP Adjustment Approval Map | EPAssignmentMap | |
Description:The map to be used to assign a WIP adjustment transaction to employees for approval. If no value is specified for this field, approval is not required for the WIP adjustment transaction. The value refers to the EPAssignmentMap DAC. | ||||
WipAdjustmentApprovalNotificationID | int | WIP Adjustment Approval Notification | Notification | |
Description:The notification template that the system uses to generate notification emails for employees assigned to approve the WIP accrual for a project. With the notification template configured, an employee receives a notification about the pending approval, if the approval of a WIP adjustment transaction is required from this employee. The values refers to the SM.Notification DAC. | ||||
WipAdjustmentNumbering | nvarchar(10) | WIP Adjustment Numbering Sequence | Numbering | |
Description:The numbering sequence that is used for a project WIP adjustment transaction. This field is a link to a Numbering record. | ||||
WipAdjustmentOverbillingAccountID | int | Overbilling Account | Account | |
Description:The default overbilling account. | ||||
WipAdjustmentOverbillingSubID | int | Overbilling Subaccount | Sub | |
Description:The default overbilling subaccount. | ||||
WipAdjustmentOverbillingUnderbillingOption | char(2) | Overbilling/Underbilling Posting Level | - | |
Description:The posting option of the Overbilling/Underbilling amounts. The field can have one of the values described in PostingOptions.OverbillingUnderbillingOptionsListAttribute. | ||||
WipAdjustmentRevenueAccountID | int | Revenue Account | Account | |
Description:The default revenue subaccount. | ||||
WipAdjustmentRevenueOption | char(2) | Revenue Posting Level | - | |
Description:The posting option of the Revenue amounts. The field can have one of the values described in PostingOptions.RevenueOptionsListAttribute. | ||||
WipAdjustmentRevenueSubID | int | Revenue Subaccount | Sub | |
Description:The revenue default subaccount. | ||||
WipAdjustmentUnderbillingAccountID | int | Underbilling Account | Account | |
Description:The default underbilling account. | ||||
WipAdjustmentUnderbillingSubID | int | Underbilling Subaccount | Sub | |
Description:The default underbilling subaccount. | ||||
tstamp | timestamp | - | ||
Description:No description available | ||||