Related topics
On this panel you can maintain both purchased and assembled items. See Add an item line to a project phase for more information.
Project items can be used to enter specially needed purchased items (e.g., crane, special engine) as cost element. Sales price and both planned and actual cost are available.
Each item line is added to the manual allocations. The total allocated quantity on a certain day is built up by using the quantities from the project/quotation item lines.
In this way the item lines are included in the time axis and in the material requirements planning. With the MRP Y/N code in the item warehouse information it is possible to avoid project assemblies to be calculated in the MRP.
The allocated quantity will be decreased at:
- Planned/unplanned material issue to project
- Receipt from production to project
- Receipt from purchase to project
Sales price and both planned and actual cost are available. Planned cost can be calculated using the project/quotation product costing.
Each line can be indicated to be printed on the printout.
Actual cost is built up from the following routines:
- Receipt from purchase (order link exist)
- Receipt from production (order link exist)
- Project transaction reporting
- Invoicing. This is only if project and sales order line is linked from sales order module.
Function keys
| Discounts | View the calculated item discounts. |
| Add activity | Add an activity. |
| Add service | Add a service. |
| Retrieve new sales price | Retrieve a new sales gross price according to the sales price collecting procedure. |
- Customer
- Project type
- Status
- The code indicates the status of the project/quotation.
- Project no
- Phase
- Line number
- Price code
- The code from the Item price code table indicates how the sales price is set.
- Item
- Warehouse
-
If the STKOWNER (Stock Ownership) function is activated in the Function control file, the warehouse entered must be classified as a normal or trade (logical) warehouse (i.e. the Warehouse characteristic flag in Work with warehouses must be set to 1 (normal) or 2 (trade). See About the stock ownership functionality for more information.
- Quantity
- The ordered quantity units of the item.
- Disp date
- The dispatch date for the line. If this field is left blank, the dispatch date will be retrieved from the project header.
- Unit
- The code from the Item file indicates the sales unit.
- Description
- The description of the line. If this field is left blank the item description will be retrieved from the Item file.
- Planned cost
- The planned cost price. This can be entered manually or retrieved from the Item file. If calc price is set to YES, the project product costing on this line updates this planned cost price.
When you add or change a project element line, the planned cost is replaced with purchase price if all of the following is true:
- Acquisition type is set to 3, or changed to 3.
- Cost type is 1 or 3 (Average / FIFO).
- Price exists for the main supplier (Currency is set from supplier).
If element line is created via link from Work with purchase order, the cost price is set from the purchase price on the purchase order line. Cost price is recalculated according to conversion factor for unit.
- Pl cost am
- The total planned cost amount for this line.
- Actual cost
- The actual cost price. This is updated when delivery is reporting to this line.
- Act cost am
- The total actual cost amount for this line.
- Gross sales
- The sales price per unit. The sales price can be entered manually or retrieved by the system by using the same function as in customer’s orders. This price is entered in project/quotation currency.
- Gr sales am
- The total gross sales amount. This amount is added in the phase “gross sales value”. This field is only displayed if Gross sales price is entered.
- Net sales
- The net sales price of this line 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 on the Project/Quotation type maintenance (POM001B) panel. 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 net sales amount. This amount is added in the phase Net sales value. This field is only displayed if Net sales price is entered.
- Price unit
- Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Normally this field is left blank and is retrieved together with the price. You can, however, manually enter the unit in which the price should be presented (see About price unit handling for more information). This will have no effect on the sales price code.
Example: An element line is placed for the item X and sales unit CASE. CASE has conversion factor 12 compared to the stock unit EACH. The sales price for item X and unit CASE has a price unit set to EACH. The sales price is defined as 100 GBP.
Quantity 1 Sales unit CASE Price 100 GBP Price unit EACH Line amount 1200 GBP
- Prc unit qty
- Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the quantity for the project line displayed according to the price unit. See About price unit handling for more information.
- Calc price
- Indicates if a line is to be calculated i.e. if the project product costing updates the planned cost price in the element line.
- Print prices
- Indicates if the detail prices should be printed. The value is retrieved from the header.
- Hide line
- Indicates if the line should be printed. The value is retrieved from the header.
- Time/mtrl
- For activity or service lines: YES denotes that the element line is possible to deliver or invoice from the project invoicing function. NO denotes that it is not possible to create an invoice. For item lines: YES denotes that the element line is possible to deliver or invoice from the project invoice function. NO denotes the following possibilities:
- Creation of sales order.
- Automatically or manually issue to project without any possibility to invoice the element line. (More likely to be invoiced from a project invoice plan.)
- 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 Item cost 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.
- Acq type
-
- Div pr list
- The divergent price list to be used instead of the customer’s normal price list.
- Handler
- The handler of the element line. If this field is left blank, a handler will be retrieved from the project phase.
- Struct handl
- This field is only displayed if DC1 Manufacturing is installed and activated. Mandatory entry if the acquisition type is 2 (produced item). The code indicates how unique item structures should be handled for the project/quotation when manufacturing orders are created from an element line.
Code Description Blank No item structure will be retrieved. 1 Structure: The item structure will be retrieved from the project. 2 Additional material: The system will retrieve both the item structure from Basic data as well as any additional material that have been defined in the project structure. Note: This structure handling type will also affect the allocation in stock.