Related topics
On this panel you can report planned transactions for a selected service line. You can also report unplanned transactions. The actual cost of a project/quotation service is built up by means of detailed transactions. These transactions will be available to follow up the project/quotation services. Crediting/correction of a service is done by entering a negative quantity.
- Customer
- Currency
- The project/quotation currency.
- Project/Quot type
- Status
- The code indicates the status of the project/quotation.
- Project/Quotation
- Phase
- The number and description of the phase for which the reporting is done.
- Line number
- The line number for which the reporting is done. Note: This field can only be changed when you report unplanned services. The system will number the unplanned services starting from 9000.
- Service code
- The code from the Service code table identifies the service. Note: This field can only be changed when you report unplanned services.
- Cost code
- The code from the Project/quotation cost code table indicates the cost code. This is used to sum up the cost price and the current reported values. Note: This field can only be changed when you report unplanned services.
- Handler
- The handler of the transaction. Note: This field can only be changed when you report unplanned services.
- Time/mtrl
- Indicates if the line should be invoiced on time/material base. The value is retrieved from the Project/quotation service line. Note: This field can only be changed when you report unplanned services.
- Planned qty
- Displays the planned quantity for the service line. Note: This field is not displayed when you report unplanned services.
- Actual qty
- The actual quantity for the service. Note: This field is not displayed when you report unplanned services.
- Reported qty
- The reported quantity for the service.
- Unit
- The code from the Project/quotation service line indicates the unit. This is retrieved by the invoice item.
- Cost price
- The cost price from the Project/quotation service line (planned reporting) or the Service code table (unplanned reporting) retrieved by the invoice item.
- Net sales
- The net sales price from the Project/quotation service line (planned reporting) or the Service code table (unplanned reporting) retrieved by the invoice item.
- Trans date
- The transaction date.
- Invoice
- Indicates if the reported transaction should be invoiced. Note: The transaction can only be invoiced if the Time/mtrl field is set to YES for the service element line.
- Close
- Indicates if the project/quotation service should be closed. If this field is set to YES, the status will be updated to 60. The status is put to 40 (started) when the first reporting is done.
- Description
- The description from the Project/quotation service line (planned reporting) or the Service code table (unplanned reporting).
- Currency
- Enter a reporting currency that corresponds to the manually entered cost and/or sales price. The panel will be re-displayed and prices will be recalculated into project currency.