For Time & Materials / TA projects, it is recommended to correlate each of your deliveries to an order to facilitate billing tracking.
⠀
Identify Projects Where Deliveries Have Not Been Correlated to Orders
If some of your deliveries for your Time & Materials / TA projects are not correlated to orders, this section will help you organize your interface.
From the PostProduction Application
Apps > PostProduction
This application displays all projects whose delivery dates (and rebilled purchases) are within the month selected in your search filter.
It is the "Order" column that allows you to identify deliveries that do not have a correlated order.
Legend explanations:
There is no order linked to your delivery => click on your project > then in the delivery tab to correlate an order to the delivery(ies).
There are several orders attached to the same delivery and the tool does not know which one to choose => click on your project > billing tab and uncheck the delivery from the incorrect order. As a reminder, if you have several orders for the same project, you must extend the existing delivery and link the order to this new delivery.
There are several deliveries on the project, some of which have a correlated order and others do not => click the arrow to the right of your line
to open the project details and create an order or link the delivery to an existing order as described above.
To go further:
For more information on how this App works, refer to this online help: PostProduction.
From the Deliveries Tab of the Project Card
Projects > Project card > Deliveries tab
You can clearly see that the created delivery is not correlated to an order because in the "Order" column there is no validation.
If there were several orders correlated to the same delivery, the tool would display a counter next to the validation showing the number of correlated orders.
⠀
Correlate Orders to Their Deliveries
To correlate an order to its deliveries, go to the order already created for the project.
Projects > Project card > Billing tab > Order card
Select in the "Correlated Deliveries/Purchases" section the delivery(ies) you wish to correlate to the order.