Working With Business Case¶

Business Case Card¶

The central point of the Business Case functionality is the Business Case Card. It collects all the information linked to the business case and serves as the starting point of the process.

A new Business Case can be created in the Business Cases list or directly from a linked document.

New Business Case from the list¶

Open the Business Cases list and click the "New" button. A new Business Case Card opens. Press Enter, and the No. is automatically populated according to the No. series. The Status Code is automatically populated by the default status set in the Business Case status management. Fill in other details if needed.

New Business Case from a sales or purchase document¶

On the sales or purchase document (Quote, Order, Invoice, Return Order, Credit Memo), open the Business Cases list by clicking the lookup button in the Business Case No. field. Click "New" in the drop-down menu and press Enter in the newly created line. A new Business Case No. is populated automatically. Fill in other details if needed.

New Business Case from a job¶

On the Job Card, open the Business Cases list by clicking the lookup button in the Business Case No. field. Click "New" in the drop-down menu and press Enter in the newly created line. A new Business Case No. is populated automatically. Fill in other details if needed.

Linking to the Business Case¶

Linking an existing sales or purchase document¶

On the sales or purchase document (Quote, Order, Invoice, Return Order, Credit Memo), select the Business Case No.

Linking a Job¶

On the Job Card, select the Business Case No.

Creating a new document from the Business Case Card¶

Creating a new sales or purchase document from the Business Case Card¶

Open the Business Case Card and run the action "Create Sales/Quote or Order or Return Order or Invoice or Credit Memo," or "Create Purchase/Quote or Order or Return Order or Invoice or Credit Memo" to create an appropriate document linked to the Business Case.

Creating a new job from the Business Case Card¶

Open the Business Case Card and run the action "Create Job/Job" to create a new job linked to the Business Case.

Associate values¶

Associate Customer¶

When a Customer No. is selected on the linked sales document, a notification-question appears:

You can select whether to associate the Sell-to Customer or Bill-to Customer with the Business Case.

• "Yes" means the Customer will be associated.
• "Not now" means the Customer will not be associated, but the message will appear the next time.
• "Do not ask again" means the Customer will not be associated.

When the customer is associated with the Business Case, it means that the Sell-to Customer No. or the Bill-to Customer No. is automatically populated on the new sales document when the Business Case No. is selected.

Associate Vendor¶

When a Vendor No. is selected on the linked purchase document, a notification-question appears:

You can select whether to associate the Buy-from Vendor or Pay-to Vendor with the Business Case.

• "Yes" means the Vendor will be associated.
• "Not now" means the Vendor will not be associated, but the message will appear the next time.
• "Do not ask again" means the Vendor will not be associated.

When the vendor is associated with the Business Case, it means that the Buy-from Vendor No. or the Pay-to Vendor No. is automatically populated on the new purchase document when the Business Case No. is selected.

Associate Salesperson¶

When a Salesperson Code is selected on the linked sales document, a notification-question appears.

Associate Purchaser¶

When a Purchaser Code is selected on the linked purchase document, a notification-question appears:

Linked Document Cues¶

The Business Case Card shows a set of cues with linked documents. By clicking the cue, the appropriate list is shown. Documents in the list are filtered to the Business Case.

Dimensions ¹¶

The Business Case can hold default dimensions. These default dimensions are automatically copied to the linked documents.

Posting entries¶

G/L Entries¶

Sales and purchase documents (Invoices, Credit Memos) are posted as usual. G/L entries, Customer Ledger Entries, and Vendor Ledger Entries created from the linked documents automatically hold the Business Case No.

G/L Entries are accessible directly from the Business Case Card – Navigate / G/L Entries.

Customer Ledger Entries are accessible directly from the Business Case Card – Navigate / Customer Ledger Entries.

Vendor Ledger Entries are accessible directly from the Business Case Card – Navigate / Vendor Ledger Entries.

Job Ledger Entries¶

Post job entries as usual. Job Ledger Entries posted to the linked job automatically hold the Business Case No.

Job Ledger Entries linked to the Business Case are accessible directly from the Business Case Card by clicking the cue No. of Job Ledger Entries.

Resource Ledger Entries¶

Post resource entries as usual. Resource Ledger Entries posted to the linked job automatically hold the Business Case No.

Resource Ledger Entries linked to the Business Case are accessible directly from the Business Case Card by clicking the cue No. of Res. Ledger Entries.

Working with Business Case statuses¶

A new Business Case is automatically set to the default status. The status can be changed at any time to indicate the phase of the business case. When the status is changed to the Closing status, the Business Case is automatically closed. You cannot post on a Business Case where Closed=yes.

Analyzing the Business Case¶

All the sales and purchase documents, as well as entries posted to the linked jobs, are posted with the Business Case No. Therefore, the G/L entries created by the posting to the linked documents carry the Business Case No. You can then easily analyze G/L entries by filtering the Business Case No.