Related topics
In this table you provide an overview of the different phases defined for the project or quotations. You can also split a project/quotation into different phases.
Options
| Elements |
Select this option to maintain the phase element. |
| Text |
Select this option to call the text block maintenance function for this phase. |
| Addresses |
Select this option to maintain the phase addresses. |
| Invoice plan |
Select this option to maintain the phase invoice plan. |
| Close |
Select this option to close the phase. Note: When the phase is closed no reporting can be performed. |
| Open |
Select this option to open a closed phase. |
| Close transactions |
Select this option to access the Close transactions panel where you can remove transactions that will not be delivered on a pick list, as well as those that you want to remove from a project. The Close transactions panel displays project transactions defined with the Del via pick (i.e., Deliver via picking) field is set to YES. Only transactions where there is still open quantity left to be delivered are displayed. Removal of open transactions must also be done to enable close of the phase (status 99). |
Function keys
| Cost codes |
Maintain the project cost codes. |
| Addresses |
Maintain project/quotation addresses. |
| Header |
Maintain the project header details. |
| Invoice plan |
Maintain the project/quotation invoice plan. |
| Delete project/quotation |
Delete a whole project/quotation, provided it is not under operation. |
- Customer
- Project type
- Project
- Status
- The code denotes the status of the project/quotation.
Valid codes are:
- Net sales
- Cost price
- The total cost price value.
- Currency
- The project/quotation currency.
- Phase no
- This column displays the phase number that is registered in intervals of 10 denoting the order in which the project phases are displayed.
- Description
- This column lists the description of the project phase.
- Cost price
- The column displays the total cost price value of the project phase.
- Text
- This column denotes if text information exists.
- St
- This column denotes the status of the project phase.
Valid codes are:
- Net sales value
- This column displays the total net sales value, i.e. the price that will be quoted to the customer/prospect.
- Planned start date
- This column displays the planned start date of the phase.
- Planned completion date
- This column displays the planned end date of the phase.
- Handler
- This column displays the handler of the project.
- Cost centre
- This column can only be displayed if the cost centre acc part is activated in the G/L control file. Displays the cost centre to be used when book-keeping transactions and sales orders are created from DC1 Project Management.
- Print detail prices
- This column denotes if the detail prices should be printed.
- Hide line
- This column denotes if a line should be printed.
- Manually changed price
- This column denotes if the net sales value of this phase has been changed manually.