Related topics
On this panel you can report transactions for a selected activity line. You can also report unplanned transactions. The actual cost of a project/quotation activity is built up by means of detailed transactions. These transactions will be available to follow up the project/quotation activities. Crediting/correction of an activity is done by entering a negative quantity.
- Customer
- Currency
- The project/quotation currency.
- Project/Quot type
- Status
- The code indicates the status of the project/quotation.
- Project/Quotation
- Phase
- The number and description of the phase for which the reporting is done.
- Line number
- The line number for which reporting is done. Note: This field can only be changed when you report unplanned activities. The system will number the unplanned activities starting from 9000.
- Activity cde
- The code from the Activity code table identifies the activity. Note: This field can only be changed when you report unplanned activities.
- Cost code
- The code from the Project/quotation cost code table indicates the cost code. This is used to sum up the cost price and the current reported values. Note: This field can only be changed when you report unplanned activities.
- Handler
- The handler of the transaction. Note: This field can only be changed when you report unplanned activities.
- Time/mtrl
- Indicates if the line should be invoiced on time/material base. The value is retrieved from the Project/quotation activity line. Note: This field can only be changed when you report unplanned activities.
- Planned qty
- Displays the planned quantity for the activity line. Note: This field is not displayed when you report unplanned activities.
- Actual qty
- The actual quantity for the activity line. Note: This field is not displayed when you report unplanned activities.
- Reported qty
- The reported quantity for the activity.
- Unit
- The code from the Project/quotation activity line indicates the unit. This is retrieved by the invoice item.
- Cost price
- The cost price from the Project/quotation activity line (planned reporting) or the Activity code table (unplanned reporting) retrieved by the invoice item.
- Net sales
- The net sales price from the Project/quotation activity line (planned reporting) or the Activity code table (unplanned reporting) retrieved by the invoice item.
- Trans date
- The transaction date.
- Invoice
- Indicates if the reported transaction should be invoiced. Note: The transaction can only be invoiced if the Time/mtrl field is set to YES for the activity element line.
- Close
- Indicates if the project/quotation activity should be closed. If this field is set to YES, the status will be updated to 60. The status is put to 40 (started) when the first reporting is done.
- Description
- The description from the Project/quotation activity line (planned reporting) or the Activity code table (unplanned reporting).
- Currency
- Enter a reporting currency that corresponds to the manually entered cost and/or sales price. The panel will be re-displayed and prices will be recalculated into project currency.