Bill-to-BridgeApp#
The Bill-to-BridgeApp from KUMAVISION connects KUMAVISION project365 with the bill-to app for subscriptions and recurring invoices from applative GmbH. This enables projects to be efficiently linked to subscriptions and invoices to be created with ease.
Subscription Setup#
The Subscription Setup has been expanded to include the project365 FastTab. On this, you set up the basic settings for the Bill-to-BridgeApp.
| Field | Description |
|---|---|
| Data Transfer Type | The field controls the creation of Subscription Transfer Entries and subscriptions from the project structure plan. The following options are available to you: Direct Transfer No subscription Transfer Entries are created; instead, a new subscription is created directly. Direct Persist Transfer Subscription Transfer Entries are created, and a subscription is established. Two-Step Transfer Only subscription Transfer Entries are created, and the subscription must be established using an additional function. |
| Create Empty Line between Work Packages | If the toggle is activated, a empty line appears in the subscription lines for differing work packages. |
| Auto Assign Subscription in Purch. Invoice | If the toggle is activated, the subscription number and component ID are automatically determined in purchase invoices based on the item and project number. If there are multiple possible subscriptions, a manual selection page will open. |
| Sales Payment Terms from Job | If the toggle is activated, regardless of the specific subscription, the payment terms assigned to the project associated with the subscription will be applied. |
Work Package#
The Subscription toggle has been added to the work package. This toggle determines whether a work package is taken into account when creating a subscription transfer entry or a subscription.
Subscription Transfer Entries#
Subscription Transfer Entries are used to document and create subscriptions directly from the wbs. The procedure depends on the setting of the Data Transfer Type field in the Subscription Setup.
The data from the project card, including invoice and sale to the customer, are stored. Furthermore, the information from the work breakdown structure, such as version and work package, is documented. In addition, the relevant details regarding the items to be transferred, such as description and quantity, are recorded.
Lines that have already been processed are marked accordingly. The subscription number and the subscription line number are transferred back into the corresponding subscription transfer entries.
Work Breakdown Structure#
The work breakdown structure has been expanded with the following fields for managing the creation of a subscription:
| Field | Description |
|---|---|
| Subscription | The checkbox indicates whether this line will be taken into account for the creation of subscription transfer entries and subscription lines. |
| One-Time Service | The checkbox determines whether the One-Time Fee checkbox will be activated in the subscription lines that are created from the WBS (Work Breakdown Structure) line. |
| Subscription Transfer Type | Defines which behavior is applied when creating a subscription from the work breakdown structure. No Transfer The WBS line is not included in a subscription, even though the Subscription checkbox is activated. Bundle Item The billing number of the work package is transferred to all planned items from the budget lines. This option is available if the billing number of the work package refers to a bundle item. Budget Lines Only the items from the budget lines are transferred. Group with Subtotal The description of the WBS line is adopted as the heading in the subscription, and all included budget lines are transferred. |
| Subscription Line Exists | Refers to the subscription lines stored in the WBS. |
Create Subscription Transfer Entries#
Using the Create Subscription Transfer Entries function in the ribbon, subscription transfer entries and the subscription itself are created depending on the configuration and settings of the individual work breakdown structure lines.
Note
It is not possible to delete work breakdown structure lines as long as a subscription line is linked to them.
Project Card#
The project card has been extended with additional fields that provide the basic information required for creating a subscription.
| Field | Description |
|---|---|
| Subscription Starting Date | Specifies the starting date of a subscription that is created from within the project. |
| Billing Frequency Code | Specifies the billing frequency code for a subscription that is created as part of the project. |
| Subscription Period Code | Specifies the subscription period code for a subscription that is created as part of the project. |
| Subscription Period Code | Showes the number of subscriptions assigned to this project. |
Subscription#
| Field | Description |
|---|---|
| Sales Order Type | Specifies the sales order type. |
| Project No. | Specifies the project number of the assigned project. |
| Person Responsible | Specifies the person responsible for the assigned project. |
| Person Responsible Name | Specifies the name of the person responsible for the assigned project. |
| Show Project Card | Opens the project card of the linked project. |
Additional fields have been added to the subscription lines to complete the project linkage.
To establish the project linkage, the function Get WP for Selected Lines can be used.
If a sales or purchase document is created from a subscription, the project linkages are transferred to the respective document lines.