How to: Prepare your project for completion by completing all outstanding items.
Environment: Comsense Advantage & Enterprise
In this article:
Determining Incomplete Project Requirements
Comsense does not allow you to complete a project that has outstanding items. If you are unsure which items to review, Set the project status to Completed. A dialog box will open detailing any issues requiring your attention.
Resolving Incomplete Project Requirements
To resolve the incomplete project requirements, you must:
- Investigate each incomplete item
- Determine why the item is incomplete
- Resolve the issue accordingly
Always complete the project requirements in the order listed in this article. It is important to follow the order below because all parts of a project are linked and prompt other actions in the system. There is not a single method to resolve all outstanding items. This article includes guidelines on cleaning-up the outstanding items in your project.
Costing Not Up-To-Date
Issue: Out-of-date costing compromises the accuracy of all the project's products and pricing.
Resolution: Update Project Costing.
Notes: If you receive error messages when you update project costing, you must resolve the errors before successfully updating the project costing.
Incomplete Purchase Orders, Stock Requisitions, & Work Orders
Issue: Incomplete purchase orders, stock requisitions, and work orders indicate to the system that the project has product to receive and/or ship.
Resolution: Review all incomplete transactions and complete or delete the transactions.
You can review and filter all the project's incomplete transactions in the Order Management window. The Order Management window displays all transaction types and transaction data. You can filter and open the transactions in the Order Management window.
Accessing Order Management
Enterprise > Order Management > Order Management
Opening the Project
In the Order Management window, Open the project.
Resolving Incomplete Purchase Orders, Stock Requisitions, or Work Orders
To complete a project, you must complete or delete all:
- Purchase Orders
- Stock Requisitions
- Work Orders
In the Order Management window:
- Click the Transaction tab
- E.g. Purchase Order tab
- Filter the status column to all open and released orders Using the Custom Filter Tool
- Determine whether the released items are either:
- Delayed; or
- Need to be unsourced
- Follow up with any necessary parties to resolve the issue
If a purchase order is released and fully received:
- Check if the payable is received or released for payment
Unrequisitioned Product for a Work Order
Issue: There is an open or released work order and the required product order is not sourced.
Material Ready to Ship
Issue: You must ship and invoice all sourced material before completing a project.
*Note: Before shipping all ready to ship material, Resolve Incomplete Purchase Orders, Stock Requisitions, and Work Orders.
Miscellaneous Cost in WIP
Issue: You cannot complete a project with anything in WIP.
*Note: Shipping a miscellaneous cost functions the same as shipping a product.
Miscellaneous Cost Ready To Invoice
Issue: You cannot complete a project with outstanding balance(s) to invoice.
Resolution: Invoice the miscellaneous cost.
Shipments Ready to Invoice
Issue: You cannot complete a project that has uninvoiced shipments.
Shipment Management Wizard Criteria
On the Status/Division page, select:
- Status: Complete
- Order Selection: Projects
- Invoiced: No
Reviewing the Shipment Management Window
In the shipment management window:
- Filter by order number
- Review the shipment date
- Open the shipment
- Check for a signed packing slip
If there is no packing slip:
- Follow up with the customer and confirm receipt
- Invoice the shipment
If there is a packing slip:
- Follow up with the appropriate department
Issue: You cannot complete a project with open activities.
Resolution: Complete or delete all the open activities.
*Note: See Using the Activities Tool for more information on activities.
In the Activities List window:
- Filter by project number and Open status
On the open activity line item:
- Click the Subject
- The Activity window will open
- Update the activity status to Closed or Deleted
- Click Save & Close
The activity is no longer open.
Balance to Invoice
Issue: You cannot complete a project if the total invoiced amount does not equal the contract amount.
Reviewing the Balance to Invoice
To review the balance to invoice:
- Access the Order Management window
- Open the project
To review balance to invoice by cost group:
- Click the Summary tab
- Review the Balance to Invoice column
To review balance to invoice by opening:
- Click the Product tab
- Review the Qty To Invoice column
Invoicing the Balance
If the balance to invoice is supposed to be invoiced, Invoice the remaining items.
Not Invoicing the Balance
If you are not invoicing the remaining balance, Reduce the contract amount to match the total invoiced by Creating a Change Order.
Product in Pool
Issue: All work in process product, including unsourced product and customer returns, go to the pool and remains associated with the project until you deal with the product.
Resolution: Complete a pool to stock transfer, pool to garbage transfer, or a Supplier Return to remove the product from the project's WIP.