: US Letter. PSA Suite Basic for CRM Invoicing 7.1: Single project invoicing

Transcription

1 7.1 SINGLE PROJECT INVOICING PSA 2013 Report Solution for CRM 2013 : US Letter PSA Suite Basic for CRM 2013 Invoicing 7.1: Single project invoicing

2 Table Of Contents INTRODUCTION... 2 SYSTEM REQUIREMENTS... 3 IMPORTING THE ASSISTANCE PSA REPORT SOLUTION... 3 NEW INSTALLATION... 3 REPORTS :

3 Introduction The Assistance PSA Report solution is an additional solution for Assistance PSA 2013 for Microsoft Dynamics CRM 2013 containing sample Assistance PSA reports. To be able to use this solution it needs to be imported in Microsoft Dynamics CRM This document describes the steps to be able to use the full functionality of the solution. 2

4 System Requirements Before the Assistance PSA Report solution can be used the Assistance PSA default solution must be installed. Importing the Assistance PSA Report solution New Installation The solution can be installed in Microsoft Dynamics CRM 2013, in an On-line or an On-premises environment. Running an Onpremises environment in a non-sandbox environment is not supported. Download the latest version of the Solution from our site. Please contact our sales department for the login credentials. Start Microsoft Dynamics CRM 2013->Settings->Solutions. Select Import and select the downloaded Report solution from After the file is uploaded the next screen appears. Press Next The solution will now be imported. CRM 2013: 3

5 Select Solution package After the import a summary screen will appear. Press Close to close the screen. Reload CRM, or press F5. The reports will now be available at the different modules within CRM for example, Projects. Imported Report solution 1 1 4

6 Reports The solution contains the following standard reports for the modules used in Assistance PSA. These reports can be used as a basis for own customized reports. The solution contains the following reports: Module Reports Description Calculations Calculation_US.rdl Calculation Expenses Claims Expense_Claim_US.rdl Expense claims Expenses Expenses Reimbursable.rdl Expenses reimbursable not yet paid by Expense claim (status paid) Expenses Expenses_date_US.rdl Expenses by date Expenses Expenses_employee_date_US.rdl Expenses sorted by employee and date Hours Hours_direct_indirect_US Hours analysis by employee Hours Hours employee_case.rdl Hours by employee with column for Case hours booked on Hours Hours_employee_date rate_us.rdl Hours by employee by date with rate (Selling price) Hours Hours_employee_date_US.rdl Hours by employee by date with approved PM / Admin Yes No 5

7 Hours Hours_project_Item_US.rdl Hours per project by item with 3 rates (Cost, Transfer, Selling) and PM / Admin Yes No Hours Hours_project_item_PIA.rdl Hours per project by item with column Project Item Activity hours booked on Invoice_1_US.rdl Invoice lay out Invoice_1_US_Sub.rdl Invoice_2_US.rdl Invoice lay out Invoice_2_US_Sub.rdl Invoice_3_US.rdl Invoice lay out with booked Hours and Expenses explained. Note, this layout is only suited for printing 1 invoice each time and not a range of invoices. Invoice_4_US.rdl Invoice lay out Invoice_4_US_Sub.rdl Invoice_5_US.rdl Invoice lay out Invoice_5_US_Sub.rdl 6

8 Invoice_6_US.rdl Lay out suited for multiple tax percentages on invoice Invoice_6_US_Sub.rdl NOTE! The main report must be installed before the sub report. NOTE! For sub reports you only need to choose Report area at Display in. days outstanding_us.rdl outstanding in categories number of day's by debtor outstanding_us.rdl outstanding by debtor Projects Project_Calc Forec_US Amount / calculation / forecast vs booked hours Projects Project Details_US.rdl Projects in details (Items) Projects Project info General_US General info project Projects Projects_extended_US Project Report extended Projects Projects gauges total details_us.rdl Projects total-> details with gauges Projects Projects gauges_us Projects total with gauges Projects Projects one line_us.rdl Projects one line with Drill down to Details (items) Projects Projects_total_gauges_US Project Summary with a drill down ability Sick Leave Sick leave_us.rdl Sick leave balance user with booked hours in Sick leave period Reminder_1_US.rdl First reminder to be send to a bad debtor Vacation Leave User Leave_US.rdl Leave balance with hours booked in Vacation leave period Users User_US.rdl Overview employee PSA User 7