Related topics
On this panel you can add or maintain the phase elements of the project/quotation.
Options
| Text | Select this option to view/work with text. |
| Create acq | Select this option to create an acquisition. Note: This option is only valid for element type 1 = Line.
Depending on the acquisition type, different types of orders can be created. A prompt will be displayed before the order is created. Manufacturing orders can be created for project lines that are linked to a sales order. |
| Maint acq | Select this option to maintain an acquisition order. Note: This option is only valid if an order link exists.
Depending on the order link information, different functions will be called when you enter 9 beside a record. You will receive panel:
|
| Cancel acq | Select this option to cancel an acquisition order. Note: This option is only valid if an order link exists and if order link type is not 1 (sales order). |
| Struct | This option can only be selected if DC1 Manufacturing is installed and activated. Select this option to maintain structures. Note: This option is only valid for element type 1 = Line. |
| Sum struct | This option can only be selected if DC1 Manufacturing is installed and activated. Select this option to create cumulative structure. Note: This option is only valid for element type 1 (Line and items with material structure). |
| Chg cfg | Select this option to change the configuration of an item. Note: This option is only valid for element type 1 = Line and configurable items. It is not valid when a linked order exists. |
| Upd BOM/BOR | Select this option to update the item’s BOM/BOR from the project line. |
Function keys
| Change view | Toggle between viewing code and description for the element line. |
| Add lines | Add a line. |
| Add activities | Add an activity. |
| Add services | Add a service. |
| Budget | Maintain the project budget. |
| Create sales order | Create a sales order. Before the actual sales order is created you will be displayed all element lines that can be selected for inclusion in the sales order. |
Selection fields
- Customer
- Project type
- Project no
- Status
- The code denotes the status of the project/quotation.
- Phase
- Net sales
- Net sales
- The total net sales value of the phase i.e. the price that will be quoted to the customer/prospect.
- Cost price
- The cost price. This is the total of the cost prices of the different elements within the phase (planned cost).
- Line
- This column lists the line number that is registered in intervals of 10 denoting the line order within the phase element.
- Type
- This column denotes the element type.
Code Description 1 Line (=Item) 2 Service 3 Activity
- Item/Description
- This column displays the item or item description if element type is 1. The service code or service description if the element type is 2. The activity code or activity description if the element type is 3. Note: Use the F1 function key to toggle between the element types.
- Cost price
- This column displays the cost price on the element (planned cost).
- Order link
- This column displays the order link. This information refers to a connected order and is built up with the following parts:
Type of order: 1 = Sales order
2 = Purchase order
3 = Manufacturing order
5 = Requisition orderOrder number Order line number
(if a sales, purchase or a requisition order)
- Text
- This column denotes if text information exists.
- St
- This column denotes the status of the project element.
- Quantity
- This column displays the quantity of ordered units of the item.
- Actual quantity
- This column displays the reported services or reported hours or delivered quantity.
- Unit
- This column displays the sales unit of the quantity.
- Dispatch date
- This column displays the dispatch date of the line.
- Net sales price
- This column displays the net sales price of this line, i.e. the price quoted to the customer/prospect. This price is in project/quotation currency.
- Net sales amount
- This column displays the total line amount at net sales price.
- Cost code 1
- This column displays the project cost code 1 for the line.
- Cost code 2
- This column displays the project cost code 2 for the line.
- Handler
- This column displays the handler of the project.