Road Map: Project Maintenance

Use the Project Maintenance (PSM) program to enter, change, or close a customer or engineering project. See Background for more information.

Before you run this program each time

You should run these programs:

(Optional) Project Import (PSI) to import project data from an ASCII file.

Before you run this program the first time

You should run these programs:

System Options Maintenance (XM) (Manufacturing Options) to set the Component reference user label option for the enterprise and these options for your manufacturing branch: Default no of months for project, Backflush components by operation seq?, and Backflush comps not attached to oper?
System Options Maintenance (XM) (Help and Other Path Options) to set the Base path and Customer folder options for customer images, Item folder option for item images, and/or Vendor folder for vendor images in the System Options Maintenance (XM) program (Help and Other Path Options).
System Options Maintenance (XM) program (Accounts Payable Options) to enter field labels for the Landed cost type 1 - 4 options.
System Options Maintenance (XM) (Enterprise Options) to set these options: Default label for state field, Default labor for zip code field, Sales tax license desc 1, Sales tax license desc 2, Tax type description 1 - 10, Transferred notes retain seq numbers? and Transferred note sequence duplication.
System Options Maintenance (XM) program (Inventory Control Options) to set the option.
System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.
(Optional) System Options Maintenance (XM) (Warranty Tracking Options) to set Service agreement active?, Warranty duration (default), and Max warranty duration options.
Numbering System Setup (XOC) to set the layout of the project numbers and set Allow override.
Customer Maintenance (CM) to set up customer records.
Project Codes Maintenance (TPUM) to set up project status codes.
Unit of Measure Codes Maintenance (TUM) to set up Unit Of Measure codes.
Standard Labor Rates Maintenance (TLR) program to set up labor rate codes.
Overhead Rate Codes Maintenance (TORC) to set up codes and rates that you can apply to material costs.
Work Center Maintenance (WCM) to set up work centers.
Project Codes Maintenance (TPS) to set up project codes that determine the defaults for amounts and percents for standard project costs.
Enterprise Item Maintenance (IM) to set up inventory items for your enterprise.
Product Class Codes Maintenance (TPC) to set up product classes.
Product Subclass Maintenance (TSP) to set up product subclasses.
Inventory Account Codes Maintenance (TAC) to set up account codes.
Buyer / Planner Codes Maintenance (TNM) to set up buyer and planner codes.
Vendor Maintenance (VM) to set up vendors.
Item Status Codes (TISM) to set up item status codes.
Graphic Image Codes Maintenance (TGC) to set up image types.
Commission Class Maintenance (TCCM) to set up commission classes for items.
EOL Tracking Codes Maintenance (TEO) to set up end of life tracking codes.
Branch Item Maintenance (IMB) to set up inventory items for your branch.
Branch Maintenance (TBM) to set up branches.
Planning Period Codes Maintenance (MDM) to set up planning periods.
Item Price Classes Maintenance (TIPC) program to set up price classes.
Country Codes Maintenance (TCC) to set up country codes.
Shipping Category Maintenance (TBLC) to set up shipping categories.
Note Transfer Parameters (XCMT) to set default parameters for transferring notes from one program to another.
Bill of Material Maintenance (MPS) to create a bill of materials for an item.
Standard Operation Maintenance (ROM) to create standard operations that can be used for multiple items.
Routing Maintenance (RTM) to enter a routing revision level for a parent item.
Department Codes Maintenance (TDP) to set up department codes.
State Descriptions Maintenance (TSM) to enter state, county, and province descriptions and select sales tax options.
Postal Codes Maintenance (TZM) to enter postal codes.
Sales Region Maintenance (TSR) to set up sales regions.
GL Account Maintenance (GMM) to set up GL organization codes.
User Maintenance (UIM) to set up customer service reps and other users.
Sales Rep Maintenance (SM) to set up sales representative records.
Language Codes Maintenance (TLM) to set up language codes.
Customer Types Maintenance (TYM) to set up customer types.
FOB Codes Maintenance (TOB) to set up Freight On Board codes.
Freight Codes Maintenance (TFP) to set up freight payment method codes.
Ship Via Codes Maintenance (TSV) to set up ship via codes.
Terms Codes Maintenance (TER) to set up terms codes.

OR

AR Terms Codes Maintenance (RTER) to set up codes for progress payments.

Remit-to Codes Maintenance (TRM) to set up remit-to codes.
Currency Codes Maintenance (TCU) to set up currency codes.
Customer Price Classes Maintenance (TCPC) to set up customer price class codes.
Tax Codes Maintenance (TCM) to set up tax codes.
Landed Cost Codes Maintenance (TMM) to set up landed cost codes.
Reason Codes Maintenance (TRCM) to set up close reason codes.
Document Output Parameters Maintenance (TDOC) to set the parameters for the Customer Project Estimate and Project Request for Quote output.
Output Device Maintenance (XDM) to set up the output devices that you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.
Note Transfer Parameters (XCMT) to set default parameters for transferring notes from one program to another.
(Optional) Audit Trail Maintenance (XAT) to activate system logging of entries and changes.

After you run this program

You will most likely run these programs:

Customer Project Estimate Print Queue (PCPSPM) to process the queue.

Customer Project Estimate (PCPS) to print or reprint an estimate for a specific customer.

Project BOM Listing (PMPL) to print bill of material listing that shows parent items, components, and related information for projects.
Project Indented Cost Report (PMIC) to print a report that shows the material, labor, overhead, and outside service costs for each project quantity.
Project RFQ Print Queue (PRFQPM) to process the request for quote queue.
Project Routing Listing (PRTL) to print a list of routings.
Project Summary Listing (PSL) to print cost details of each project quantity and optionally, the bill of material and routings.
Tool Crib Maintenance (MTM ) to add attributes to crib-type items.
(Conditional) EDI/Sales Quote Maintenance (QOE) to maintain the quote created by the project transfer.
(Conditional) Quote-to-Order Transfer (EPIB) to transfer the quote to a sales order.
Audit Trails (ATR) to print an audit trail report.