Related topics
In this program you maintain project/quotation activities. Each line can be printed on the printout.
Function keys
| Add line | Add a line. |
| Add service | Add a service. |
- Customer
- Project type
- Status
- The code indicates the status of the project/quotation.
- Project no
- Phase
- Line number
- Activity cde
- The code from the Activity code table that identifies the activity.
- Quantity
- The quantity that is needed.
- Unit
- The unit. If this field is left blank, the unit is retrieved from the Activity code table.
- Disp date
- The dispatch date for the line. If this field is left blank, the dispatch date will be retrieved from the project header.
- Description
- The description of the activity. If this field is left blank the description is retrieved from Activity code table.
- Planned cost
- The planned cost price. If this field is left blank, the value is retrieved from the Activity code table.
- Pl cost am
- The total cost price amount for the line.
- Actual cost
- The actual cost price. This is updated when transactions reporting is done to this line.
- Act cost am
- The total actual cost amount for the line.
- Gross sales
- The sales price. This can be entered manually or be retrieved from the Activity code table. This price is entered in Project/quotation currency.
- Gr sales am
- The total gross sales amount. This amount is added to the phase gross sales value. Note: This field is only displayed if Gross sales price is entered.
- Net sales
- The sales price for this activity i.e. the price which will be quoted to the customer/prospect. This price can be changed if the field to allow change is set to YES in Project/Quotation type maintenance. If change is not allowed the default will be the gross sales price. This price is entered in project/quotation currency.
- Net sales am
- The total net sales price amount. This amount is added to the phase net sales value. This field is only displayed if Net sales price is entered.
- Start date
- The start date of the activity. This field can be used when interfacing to a PC planning system.
- End date
- The end date of the activity. This field can be used when interfacing to a PC planning system.
- Curr price
- Indicates how the cost and sales prices should be retrieved at activity reporting. If YES, the current prices will be retrieved from the Activity code table. If NO, the price will be retrieved from the project element line. Note: This value is stored on the project header and is set as a default when new activity lines are added.
- Print prices
- Indicates if the detail prices should be printed. The value is retrieved from the header.
- Hide line
- Indicates if a line should be printed. The value is retrieved from the header.
- Time/mtrl
- Indicates if a line should be invoiced on time/material base. The value is retrieved from the header.
- Cost code
- Two input fields exist for this field. The first is mandatory and the second is optional. Enter one, or two, code/s from the Project cost codes table defining the cost codes for this line. The default value for the first cost code, if not manually entered, is the cost code from the Activity codes table. The cost code is used to total up cost price and reported values for the project.
Note: Cost codes must be defined both for the line and the project. If the cost codes entered here are not already defined on the project, they will be added automatically.
- Handler
- The handler. If this field is left blank, this is retrieved from the project phase.