This panel displays the element transactions for a project phase where the Delivery via picking field is set to YES. Only element transactions where there is still open quantity left to be delivered are displayed.
From this panel you can remove element transactions that will not be delivered on a pick list, as well as those that you want to remove from a project. Removal of open element transactions must also be done to enable close of the phase (status 99).
Options
| Remove from picking | Select this option to remove the open reservation in the Time axis (i.e., it will no longer be possible to deliver the element transaction via a pick list). It will only be possible to be printed on a transport note and/or invoiced. The Picking selection column will be updated with the value of 1. This option is primarily to be used if you discover that no delivery will be made to the customer. |
| Remove from project | Select this option to remove the open reservation in the Time axis. The reserved open quantity will be removed from the project and instead be available in “normal” stock. The removed quantity will be reduced from the element transactions, and all actual cost related to the removed quantity will be reduced from the project element. The Picking selection column will be updated with the value of 2. This option is primarily to be used if you purchase or manufacture a larger quantity for economical reasons, than is actually needed within the project. Note: Average price on the item will also be re-calculated based on the project element transaction. Project element line will be updated with Actual cost amount, and quantity. |
| Undo | Select this option to undo (cancel) a previous Remove from picking or Remove from project selection. |
Function keys
| Confirm | Confirm the removal. One confirmation panel per selection type (1 and 2) is displayed, before any updates are executed, where you click OK to confirm the removal. |
- Customer
- Status
- The code denotes the status of the project/quotation.
- Project
- Phase
- The phase number that is registered in intervals of 10 indicates the order in which the project phases are displayed.
- Account date
- If you select the Remove from project option, accounting transactions that are created will be allocated with this date as Transaction date. Accounting period will also be set based on this date.
- Line
- This column lists the line number that is registered in intervals of 10 denoting the line order within the phase element.
- Element type
- This column displays the element type on the project element. Valid values are: 1-Line, 2-Service, 3-Activity.
- Acq type
- This column lists the code that indicates the acquisition type. Depending on this value different types of orders can be created.
- Item
- This column displays the item code, service code or activity code.
- Open quantity
- This column indicates the remaining quantity that can be delivered and invoiced for the element.
- Unit
- This column displays the sales unit of the open quantity.
- Date
- The column displays the dispatch date on the element line.
- Picking selection
- If the Remove from picking option was selected on the line, this column displays the value 1. If the Remove from project option was selected on the line, this column displays the value 2.