The Life Sciences Advanced Finance Management module enhances the Data Management Framework entities to allow for an easier and more controlled way to upload financial data into the system.
Enhanced entities
The following entities are enhanced, with the addition of Life Sciences fields:
Entity name | Target entity technical name | Path of the destination form | Comments |
|---|---|---|---|
Released | EcoResReleasedProductV2Entity | Product information management > |
Added entities
The following entities are added:
Entity name | Target entity technical name | Path of the destination form | Comments |
|---|---|---|---|
Project calculation markup groups | AFMProjCalcMarkupGroup | Project management and accounting > Setup > Prices > Project calculation markup groups | |
Project calculation handling fee groups | AFMProjCalcHandlingFeeGroup | Project management and accounting > Setup > Prices > Project calculation handling fee groups | |
True-up details | AFMTrueUpDetails | Project management and accounting > Projects > All projects > Manage > Bill > On-account transactions > True-up details | |
Estimation schedule | AFMProjEstimationPeriods | Project management and accounting > Projects > All projects > Project > Estimation schedule | |
Milestone details | AFMMilestoneDetails | Project management and accounting > Projects > Project contracts > Details > Milestone FastTab > View details | Only for contract lines with Line type set to Milestone |
Billing rules setup for project and category | AFMBillingRulesSetupForProjectAndCategoryEntity | Project management and accounting > Projects > Project contracts > Details > Project FastTab > Selected projects. Project management and accounting > Projects > Project contracts > Details > Project FastTab > Selected projects > Chargeable categories | Only for contract lines with Line type set to Time and material |
Contract headers for projects | AFMProjectContractHeaderEntity | Project management and accounting > Projects > Project contracts | |
Contract lines for projects | AFMProjectContractLineEntity | Project management and accounting > Projects > Project contracts > Details |