Related topics
The purpose of this table is to define default values for the different project/quotation types to be handled within the system. The panel is used to define a project/quotation type in detail.
- Project/Quotation type
- The code that identifies the project/quotation type.
- Description
- The description of the project/quotation type.
- Create MDC project
- Only displayed if DC1 Multi Distribution Centre is installed and activated, and if the program is in Project mode. Indicate if a project link in a supplying company should be created as well. This field is set to NO by default. Note: Only valid for an MDC sales order line in a selling company which has a project link.
- Inv plan on header
- Indicate if an invoice plan is allowed on header level for the project/quotation type.
- Inv plan on phase
- Indicate if an invoice plan is allowed on phase level for the project/quotation type.
- Allow chg sales pr
- Indicate if change is allowed of the net sales price within the project/quotation.
- Print project/quotation
- Indicate if the projects/quotations should be printed.
- Print detail prices
- Indicate if the detail prices should be printed. The value is used as a default at project/quotation maintenance.
- Hide line
- Indicate if project/quotation lines should be printed. The value is used as a default at project/quotation maintenance.
- Time/material base
- Indicate if project/quotation lines should be invoiced on time/material base. The value is used as a default at project/quotation maintenance.
- Item
- The item to be used for the invoicing of invoice plans.
- Mark-up percentage
- This field is only displayed for quotations. The default mark-up percentage between the estimated cost price and sales price.
- Validate start/end
- Indicate if it should be mandatory to enter start and end dates on the project header, phase and activities. If this field is set to YES, it will not be possible to enter a project line with a dispatch date that is outside the date defined interval.
- Add to statistics
- This field is only displayed for projects. Indicate if the Project transaction statistics should be updated. To update the statistics, execute the Project transaction statistics, Transfer (PRJ_TRSTAT) program. This will also update the Balance value file.
- Crt trans from m-ord
- This field is only displayed if DC1 Manufacturing is installed and activated and if the program is in Project mode. Indicate if project transactions should be created when a project element line is linked to a manufacturing order. If YES, project transactions will be created when reporting is made for the connected manufacturing order. However, no bookkeeping transactions will be created for the created project transactions.
- Current price at rep
- Indicate how the cost and sales prices should be retrieved at activity and service reporting. If you set this field to YES, the current prices will be retrieved from the Activity code table and the Project service code table. If you set this field to NO, the price will be retrieved from the project element line. Note: The value entered in this field will be stored on the project header and set as a default when new activity and service lines are added.