StarProjects - Integration - eFrontOffice
Contents
1. Project mile stone but the Opportunity is less than this stage The earlier section Overview of Leads Opportunities outlines the steps involved in Tracking Proposals and Disassociating Projects Inconsistent Links This tab lists all Opportunities in Clientele that have a Milestone less than the Project type linked This occurs when the milestone is changed back to an earlier milestone E g the Opportunity is linked to the Proposal client but the milestone is changed back to the early milestone stages where no link should exist The earlier section Overview of Leads Opportunities outlines the steps involved in Disassociating Projects Unlinked Opportunities This tab lists all Opportunities in Clientele that have a Milestone greater than Proposal milestone set in the Star Projects Interface Options screen but are yet to be associated with a Project The earlier section Overview of Leads Opportunities outlines the steps involved in Adding and Associating Projects Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 15 Star Projects v6 40 3 Clientele v7 3a2. Close button will allow the user to change the Status of the Project to one that is comple ted The Disassociate button removes the association to the Project The Project remains unchanged in Star Projects when disassociated The Financial Info button displays a screen containing Star Projects transaction information for current the Client Project association Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 11 Star Projects v6 40 3 Clientele v7 3a Quotes Overview of Quotes Clientele Quotes for Organisations associated to Star Projects Clients can be associated to Star Projects Projects This can be done by choosing an existing Project from Star Projects or by creating a new Project in Star Projects from the Quote information Pressing the Projects button on the Quotes Detail screen will open the Project Integration screen The Integration Status text box at the top of the form will have information on whether an association exists and what options are available to the user If the user is not sure about what to do next simply read the Integration Status for instructions The information in this text box changes as the status of the association changes If there is no current association for the Quote the Associate and Add Project buttons will be available to create an association The Associate button will give the user a list of Star Projects Projects to pick from that belong to th
3. Introduction This section explains how Star Projects is used to enable the various processing functions of the system to operate within the business requirements This section This section is divided into the following topics Overview of Star Projects Interface Options Overview of Organisations Overview of Quotes Overview of Service Agreements Overview of Leads Opportunities Overview of Calls OoOocooco Copyright 1998 2004 Star Accounting Solutions Pty Ltd Star Projects v6 40 3 Clientele v7 3a Page 5 Clientele Star Projects Processing Functions Overview Star Projects Interface Options allows System Administrators to set which components of the interface are available to Users Default values are also set for various processes throughout the interface Organisations can be associated with Star Projects Clients This can be done by choosing an existing Client from Star Projects or by creating a new Client in Star Projects from the Organisations information Service Agreements can be associated with Star Projects Projects This can be done by choosing an existing Project from Star Projects or by creating a new Project in Star Projects from the Service Agreement information once the Organisation is associated with a client Quotes can be associated with Star Projects Projects This can be done by choosing an existing Project from Star Projects or by creating a new Project in Star Projects from the Quote information onc
4. created The Disassociate button removes the association to the Task The Task remains unchanged in Star Projects when disassociated The Financial Info button displays a screen containing Star Projects transaction information for the current Call number Call Events Clientele Call Events can be used to create Web TimeRecorder timesheet lines Pressing the TimeRecorder button on the Call or Call Event screen will open the Web TimeRecorder screen The User Assigned To the Call Event must be a current Web TimeRecorder user in Star Projects for a timesheet line to be created Once created users can modify the existing details until the line has been submitted at which point the timesheet line becomes read only If the call is associated with a task the timesheet line will be created using the existing Client Project codes If the call is not associated with a task the timesheet line will be created using the Client Association Default Project Code If no Default Project Code exists the timesheet line will be created using the first project code associated to a Service Agreement The Clientele user can select an alternate Project code for that client Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 14 Star Projects v6 40 3 Clientele v7 3a Track Proposals amp I nconsistent Links Overview Track Proposals This tab lists Opportunities in Clientele where the milestone is greater than the
5. v6 40 3 Clientele v7 3a Leads Opportunities Overview of Leads Opportunities Clientele Opportunities are treated slightly differently to Service Agreements and Quotes Opportunities have milestones that can affect the level of Project that it is allowed to have associated with it The 2 milestones that affect the project level are maintained in the Star Projects Integration Options screen Opportunities with a milestone before the Proposal Milestone cannot have an association to a Star Projects Project Opportunities between the Proposal and Project milestones can only be associated to a project that belongs to the Proposal client in Star Projects Once the Project Milestone is reached the Opportunity can then be associated to the Organisations associated Client The Integration Status text box at the top of the form will have information on whether an association exists and what options are available to the user If the user is not sure about what to do next simply read the Integration Status for instructions The information in this text box changes as the status of the association changes Opportunity associations are the same as the other Project associations where an existing Star Projects Proje ct can be used or by creating a new Project The milestone of the Opportunity will determine the Client the Project belongs to Pressing the Projects button on the Opportunity Detail screen will open the Project I
6. Star Accounting Solutions Pty Ltd Star Projects 6 40 3 Clientele 7 3a Interface User Manual Table of Contents About this manual cesses cates ina ened des ceacine event an cunubantaasuvanyaudesuuntdivedsnwaudesninavdcaveudecsnane 3 ONIE ado Gabe EA terre tmree centr rtrre eer cenr errey ree crs ner terre errr peerer ner cere t terrier ceeree srr 3 How to Use this manual sisisisiiisisiscssstanistacinsitensetsicenndiiavernsiadsuntdsivawenednusvonddivveuiadadsuinaiad 4 VET MOI oeeie eii Stale Ni sea dict it edie are taste a ect L E N ES 4 Introduction to Clientele Star Projects Interface 5 Processing User Manual OVErVICW ccseccsscessecseecseseeceseseneessesnaessanseeseeseeessesnaessensanenneaas 5 Clientele Star Projects Processing Functions OVELViCW i ceececeesteeeeete ete eteeteteeeteeteaee 6 Star Projects Interface O ptioOnS sssssssssssusunnnnununnonnnnnnnunnnnnnnnnnnunnnnnnnnnnanannnnannnnnannnnnnannnn nnan 7 Overview of Star Projects Interface OPtiOns cece eset eeeeeeeseeeeeeeeeeaeeeeeteeseaee 7 Organisations isdarssivissticnssassaadessicsncdansianeshsnvasdinaniudisaacsnatnannsncenstundcdunavasdgnaniadueriaridatiuedss 9 Overview OF OFGaniSall ONS Aves enclose eet a arene eatiaes tan Gea teennaann ennn 9 Service A QreeMments wissistiiscasaasacsssscsssencavanisanavsicarsasvaansinvsuanasansasnancbbasmnsastacbsaaveainnniauiaaine 11 Overview of Service A Greets ceccsccssccssecseecseeeeeeseesseessessaesaeeeaesanessees
7. aesnaesaeesaseeneaas 11 OD UGS sce E E E A E A E A 12 Oveview Of QUO OS reaa A a E Rara EAA paa Ae NENTE EEA A aaa aiai 12 Leads O pportunitj S viiicisisiviiissieiiniitsrintcasenivineisstisisiteaneinsaaiinaaianennciin awaawa nadaiwa 13 Overview of Leads Opportunities eecescscesseseeeseesseesseeseecseneeeseeseseesaesseesseneaseensaas 13 e E A snudhtusadsandash aneaitwestantasnsaudaucuvaudaasasusdeunssid 14 Overview of Call5is Sii en ea vate aa E a E a AEAEE aa 14 Track Proposals amp Inconsistent LINKS ssssssssssssnnnnnnnnnnnnnnnnnnunnnununnnnnanananananananannnnnnnnnnnn 15 OE aE E T EE E AE E E T E A TERED ERE TAT ETD Ee reper TC eePE 15 Appendix 1 wissiscisisistisaiisindiniaisisvadiniiiancadeivvnnideadatcadsianndied Error Bookmark not defined Clientele Star Projects Interface Screen Shot Examples Error Bookmark not defined Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 2 Star Projects v6 40 3 Clientele v7 3a About this manual Overview This section explains the features of this manual It is intended to assist the user in getting the most out of the processing functionality of the Star Projects Clientele interface by knowing how to use the manual effectively This manual describes and outlines the processing functions available to users within Clientele in a manner that is aimed at fulfilling the business requirements of your company It does NOT explain how to install the Clientele Star Projects interfa
8. an be associated to Star Projects Tasks This can be done by choosing an existing Task from Star Projects or by creating a new Task in Star Projects from the Call information Pressing the Projects button on the Call or Call Event screens will open the Project Integration screen The Integration Status text box at the top of the form will have information on whether an association exists and what options are available to the user If the user is not sure about what to do next simply read the Integration Status for instructions The information in this text box changes as the status of the association changes If there is no current association for the Call the Associate and Add Task buttons will be available to create an association The Associate button will give the user a list of Star Projects Tasks to pick from that belong to the Client associated with the Current Organisation in Context The Add Task button opens the Add Task screen where the Project Code will default from the Client association Default Project Code The user can select a different Project code for the same client if required If there is a current association for the Call the Disassociate and Edit buttons will become available to the user The Edit button will allow the user to change the Task information for non completed Tasks only Completed Tasks will be read only The user cannot change the Project Code after the task has been
9. associated to Star Projects Projects This can be done by choosing an existing Project from Star Projects or by creating a new Project in Star Projects from the Service Agreement information Pressing the Projects button on the Service Agreement Detail screen will open the Project Integration screen The Integration Status text box at the top of the form will have information on whether an association exists and what options are available to the user If the user is not sure about what to do next simply read the Integration Status for instructions The information in this text box changes as the status of the association changes If there is no current association for the Service Agreement the Associate and Add Project buttons will be available to create an association The Associate button will give the user a list of Star Projects Projects to pick from that belong to the Client associated with the Current Organisation in Context The Add Project button opens the Add Project screen where the user may have the Project Code defaulted from the Service Agreement number The user can select a different Project or leave it blank for the system to generate the next Project code If the Project code already exists you will be asked if you would like to associate to the existing Project If there is a current association for the Service Agreement the Disassociate and Close buttons will become available to the user The
10. ce Please refer to the Star Projects Clientele Interface Installation Manual Please Note A number of further Star Projects documentation items are also available Such as Star Projects Maintenance User Manual Star Projects Processing User Manual Star Projects Technical Reference Manual Star Projects Installation guide Star Projects Integration guide Star Projects On Line Help Each documentation item provides the reader with differing information relating to Star Projects the manner that it is used and the way that it integrates with other systems Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 3 Star Projects v6 40 3 Clientele v7 3a How to use this manual Overview Introduction This manual has been written to assist in setting up and using Star Projects with Clientele Access aids There are various access aids to help you to find the information required Q Table of Contents The listing of this manual s content which is located at the front of the manual Q Topic titles The major headings on each page for example the heading How to use this manual located on this page Q Block labels The minor headings on each page for example the heading Access aids located on this page Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 4 Star Projects v6 40 3 Clientele v7 3a Introduction to Clientele Star Projects Interface Processing User Manual Overview
11. e The milestone that is required before a project can be associated to the Opportunity or before a new project non pre sales can be created from the opportunity E g waiting for signatures This Project will belong to the Client associated to the Organisation Project Status Open Default New Projects created from Clientele will be defaulted with a status of this value Track Proposal Project Status The Track Proposal process is used when an opportunity moves from the Proposal Milestone stage to the Project Milestone stage The Project Status of the Proposal Project will be changed to this value when the Track Proposal button is used throughout Clientele Interface Quotes Service Agreements Use Service Agreement number as Project Code When adding a Project from a Service Agreement the default Project Code will be the Service Agreement number if the box is ticked Use Quote number as Project Code When adding a Project from a Quote the default Project Code will be the Quote number if the box is ticked Link PA Budget Tran Types to Part Types This button opens the forms used to Link Star Projects Transaction Types with Clientele Part Types Each part types must be linked to a transaction type if you wish to create Project Budget lines from the quote Continued on the next page Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 7 Star Projects v6 40 3 Clientele v7 3a Triggers Indexes Organisa
12. e Client associated with the Current Organisation in Context The Add Project button opens the Add Project screen where the user may have the Project Code defaulted from the Quote number The user can select a different Project or leave it blank for the system to generate the next Project code If the Project code already exists you will be asked if you would like to associate to the existing Project If there is a current association for the Quote the Budgets Disassociate and Close buttons will become available to the user The Close button will allow the user to change the Status of the Project to one that is completed The Disassociate button removes the association to the Project The Project remains unchanged in Star Projects when disassociated The Budget button opens the Star Projects Budget screen where the user can create a new budget and budget lines for the project based on the Quote Line Items The link between the Part Type of the Line Item and the Star Projects Budget Transaction Types is used to generate the Budget Lines for the Project The sum of all Lines is used as the Rate while the equals 1 Users will be prompted to delete existing budget lines on creation of new lines The Financial Info button displays a screen containing Star Projects transaction information for the current Client Project association Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 12 Star Projects
13. e the Organisation is associated with a client The Line Items from a quote can also be used to create budget lines for the associated Project Lead Opportunities can be associated with Star Projects Projects This can be done by choosing an existing Project from Star Projects or by creating a new Project in Star Projects from the Opportunity information once the Organisation is associated with a client Calls can be associated with Star Projects Tasks This can be done by choosing an existing Task from Star Projects or by creating a new Task in Star Projects from the Call information once the Organisation is associated with a client Call Events can also be used to create line entries in Web TimeRecorder Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 6 Star Projects v6 40 3 Clientele v7 3a Star Projects Interface Options Overview of Star Projects Interface Options The Star Projects Interface Options screen is split into 4 areas Leads Opportunities Quotes Service Agreements Triggers Indexes and Calls This screen is only available to System Administrators from the Configure Menu within Clientele Leads Opportunities Opportunity Proposal Milestone The milestone that is required before a proposal project can be associated to the Opportunity This Project will belong to the Proposal Client Proposal Client The Star Projects client that is used for proposal or pre sales projects Opportunity Project Mileston
14. he Projects button on the Organistaion Information screen initiates the Organisation Client Detail screen This screen contains a Client Project associations Task associations and update Tab all based on the current association status Client The Integration Status text box at the top of the form will have information on whether an association exists and what options are available to the user If the user is not sure about what to do next simply read the Integration Status for instructions The information in this text box changes as the status of the association changes If there is no current association for the Organisation the Associate and Add Client buttons will be available to create an association The Associate button will give the user a list of Star Projects clients to choose from After choosing an existing Client the User may needs to change the link between the address details The Add Client button opens the Add Client screen where the user must specify the Company and Manager before the Client can be created The user also selects how to link the Organisations address details to the Star Projects Client If the user leaves the client code blank the system will generate the next client code If there is a current association for the Organisation the Disassociate button will become available for the user to then remove the association to the Client The Client remains unchanged in Star Projects whe
15. n disassociated You cannot disassociate a Client until all Project and Tasks have been disassociated The Financial Info button displays a screen containing Star Projects transaction information for current Client association Projects The Projects tab will only appear once a Project association is present The Project List shows all associated Projects The user has the option to disassociate close the project or view Star Projects transaction information for the current Client Project via the Financial Info button Tasks The Tasks tab will only appear once a Task Call association is present The Task List shows all associated Tasks The user has the option to disassociate or view Star Projects transaction information for the current Client Project via the Financial Info button Continued on the next page Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 9 Star Projects v6 40 3 Clientele v7 3a Update The Update tab gives the user the ability to change the Star Projects Client details The user can also select a default Project for the integration of Calls and Star Projects The User saves the changes by pressing the Apply button Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 10 Star Projects v6 40 3 Clientele v7 3a Service Agreements Overview of Service Agreements Clientele Service Agreements for Organisations associated to Star Projects Clients can be
16. ntegration screen If there is no current association for the Opportunity the Associate and Add Project buttons will be available to create an association When adding a Project the user can select a Project or leave it blank for the system to generate the next Project code If the Project code already exists you will be asked if you would like to associate to the existing Project If there is a current association for the Opportunity in the Proposal phase the Disassociate button will become available to the user The Disassociate button removes the association to the Project The Project remains unchanged in Star Projects when disassociated If there is a current association for the Opportunity in the Project phase the Disassociate and Track Proposal buttons will become available to the user The Disassociate button removes the association to the Project The Project remains unchanged in Star Projects when disassociated The Track Proposal button disassociates the Opportunity to the Proposal Client and opens the Add Project screen The Financial Info button displays a screen containing Star Projects transaction information for the current Client Project association Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 13 Star Projects v6 40 3 Clientele v7 3a Calls Overview of Calls Calls Clientele Calls for Organisations associated to Star Projects Clients c
17. tion SQL Update Trigger This check box is for information purposes only The addition or deletion of the trigger needs to be carried out manually if the Clientele is operating on an SQL database Unique Client Index Installed The Unique Client index restricts a one to one relationship for Organisations and Client associations This check box is for information purposes only The addition or deletion of the index needs to be carried out manually Unique Project Index Installed The Unique Project index restricts a one to one relationship for Clientele objects and Project associations This check box is for information purposes only The addition or deletion of the index needs to be carried out manually Calls Integrate Calls with Star Projects Tasks This check box should be ticked if integrating Calls with Tasks Integrate Call Events with Web TimeRecorder This check box should be ticked if integrating Call Events with Web TimeRecorder Link eFO user to PA Resource by Users in Clientele need to be linked by the Database Username field or the Resource Code of a Resource in Star Projects Copyright 1998 2004 Star Accounting Solutions Pty Ltd Page 8 Star Projects v6 40 3 Clientele v7 3a Organisations Overview of Organisations At present Organisations are the only Clientele Context that can be associated with a Star Projects Client A default Project can be selected for the integration of Calls and Star Projects T
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