Order Book

Select the “Order Book” activity under the “Cost Revenue Plan” business component.

The “Order Book” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following field in the header:

Plan Stage	From the drop-down list box, select the plan stage in which the order is entered. The system lists “Project” as option.
Project Code	A unique code that identifies the project. Press Enter
Project Name	The name of the selected project. (Display Only)
Plan Version	From the drop-down list box, select the version number of the plan.
Version Date	The date on which the plan version is created. (Display Only)
Status	The status of the plan. (Display Only)
Currency	From the drop-down list box, select the currency of the country in which the project has to be billed.
Exchange Rate	The exchange rate of the chosen currency.
Project Status	The status of the project. (Display Only)
License	The license revenue of the project.
Services	The service revenue of the project.
Total	The total value of the project. (Display Only)

The system displays the following details in “Order Book Details” multiline.

Line No.

The unique line number identifying the line details for a given order book details.

Enter the following field details in “Order Book Details” multiline:

Ph/CR	The milestone phase or change request of the project.
Item Type	From the drop-down list box, select the type of the line item.
Billing Milestone	The description of the billing milestone.
Billing Item	The description of the billing item.
Amount	The amount of the milestone for each milestone.
Remarks	Any remarks or additional information about the milestone details
PO/SOW No.	The unique number identifying the Purchase Order/Statement of Work.
PO/SOW Date	The date on which the PO/SOW document is created.
Contract No	The unique number identifying the contract created for the milestone.
Contract Date	The date on which the contract is created.
AMC Start Date	The date on which the annual maintenance contract is started.
AMC End Date	The date on which the annual maintenance contract is ended.

Note: AMC Start and End date is mandatory if the item type is selected as “AMC”

Billing Frequency	From the drop-down list box, select the billing frequency of the milestone. The system lists “Monthly”, “Quarterly”, “Half yearly” and “Yearly” as options.
Bill Condition	From the drop-down list box, select the billing condition of the milestone. The system lists “End of Period” and “Advance” as options.
Efforts	The estimated effort of the milestone.
UOM	From the drop-down list box select the UOM for the quantity of items specified in the request.
Rate	The rate/price for a specific item.

Enter the following field details:

Time and Material	The time and material details of the milestone.
Warranty Clause	The description of warranty clause.
On Actuals	The description of actual milestone details.
Penalty Clause	The description of penalty clause.
Notes	Any notes regarding the order book details.
AMC Start Condition	The starting condition of the annual maintenance contract.
Project Travel Infor	The travel information of the project.

Click “Create” pushbutton to save the order book details.

The system saves the order book details and changes the status as “Draft”.

Click “Edit” pushbutton to update the order book details.

Note: You can modify the order book details only if the order book is in Draft status.

Click “Approve” pushbutton to approve the order book details.

The system authorizes the order book and changes the status as “Approved”

Click “Baseline” pushbutton to cancel the invoice request details.

The system saves the order book and changed the status as “Base lined”.

Click “Amend” pushbutton to create invoice request.

Note: You can amend the order book details only if the order book is in Approved status. The version number and version date gets automatically updated when the plan is amended.

Ø Click “Close” pushbutton to close the order book details.

To proceed do the following

Ø Select “Order Book – Billing Schedule” link to approve the order book along with billing details.

Ø Select “Order Book – Summary” link to view the summary of order book.

Ø Select “Invoice Request” link to create the invoice request.

Ø Select “Invoice Request Status” link to view the selected invoice request status.

Ø Select “Attach Notes” link to attach notes.