Project Contracts

In Scope

Technical: ProjContract | ID: D365FO-PRJ-PROJCONTRACT-PROJECT_CONTRACTS

See how this object fits into Projects

Review the broader sequencing and dependencies for this domain

Migration Details

Complexity
Medium
Sequencing
Stage 2 - Dependent Master Data
Typical Sources
ERPLegacy

Classification

Object Type
dictionary

Target Structure

Load Approach
Table
Target Objects
ProjContract

Field Definitions(5)

Rules & Considerations(56)

Sample Load Data(3)

Example values from field definitions

ProjectIdR
DEV-PHASE1-P1
ContractIdRPK
PC-TNM-001
CustomerIdR
US-001
CurrencyId
USD
Description
Time and Material contract for custom software development.
InvoiceType
TimeAndMaterial
ContractName
Software Development - Phase 1
EffectiveDate
2023-07-01
FundingSource
Client Development Budget
LegalEntityId
USMF
ContractStatus
InProcess
ExpirationDate
2024-06-30
PaymentTermsId
Net30
RetainageEnabled
No
DefaultFundingLimit
500000.0
DefaultProjectGroupId
TNM
DefaultSalesTaxGroupCode
US_SALES
DefaultSalesTaxItemGroupCode
SERVICE
ContractResponsiblePersonnelNumber
000021
BillingRuleId
CustomerGroupId
RetainagePercent
PaymentScheduleId
DefaultDimensionDisplayValue

Fixed Price Contract with Retainage

ProjectIdR
ERP-IMP-PHA
ContractIdRPK
PC-FP-002
CustomerIdR
DE-005
CurrencyId
EUR
Description
Fixed Price contract for ERP implementation services, including a 10% retainage.
InvoiceType
FixedPrice
ContractName
ERP Implementation - Phase A
EffectiveDate
2023-09-15
FundingSource
ERP Project CAPEX
LegalEntityId
DEMF
ContractStatus
InProcess
ExpirationDate
2024-12-31
PaymentTermsId
Net60
RetainageEnabled
Yes
DefaultFundingLimit
750000
DefaultProjectGroupId
FP
DefaultSalesTaxGroupCode
DE_VAT
DefaultSalesTaxItemGroupCode
ERPIMP
ContractResponsiblePersonnelNumber
000030
BillingRuleId
MILESTONE
CustomerGroupId
LARGE
RetainagePercent
10
PaymentScheduleId
4 INSTALLMENTS
DefaultDimensionDisplayValue
DEP_CONSULT-CC_HQ

Internal Project Contract (no customer)

ProjectIdR
RND-FUTURE
ContractIdRPK
PC-INT-003
CustomerIdR
US-007
CurrencyId
USD
Description
Contract for internal research and development activities, not billed externally.
InvoiceType
Internal
ContractName
Internal R&D Project
EffectiveDate
2023-01-01
FundingSource
Internal R&D Budget
LegalEntityId
USMF
ContractStatus
InProcess
ExpirationDate
PaymentTermsId
Net30
RetainageEnabled
No
DefaultFundingLimit
DefaultProjectGroupId
INT
DefaultSalesTaxGroupCode
US_SALES
DefaultSalesTaxItemGroupCode
SERVICE
ContractResponsiblePersonnelNumber
000015
BillingRuleId
CustomerGroupId
RetainagePercent
PaymentScheduleId
DefaultDimensionDisplayValue
DEP_RND-CC_NORTH

Rule Validation Summary

Source Rule Count
56
Governed Rule Count
56