Related topics
This panel displays the open planned project or quotation activity elements for which you can report transactions. From this panel you can also report unplanned transactions. In the Transaction file, planned reporting transactions are indicated with type “51” and unplanned transactions with type “52”.
The actual cost of a project/quotation activity is built up by means of detailed transactions. These transactions will be available to follow up the project/quotation activities.
Options
Function keys
| Unplanned | Report unplanned activity transactions. |
- Customer
- Currency
- The project/quotation currency.
- Project/Quot type
- Status
- The code indicates the status of the project/quotation.
- Project/Quotation
- Trans date
- The transaction date.
- Phase
- The number and description of the phase for which the reporting is done.
- Line
- The line number.
- Activity
- The code from the Activity code table identifies the activity.
- Cost cde
- 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.
- T/M
- Indicates if the line should be invoiced on time/material base. The value is retrieved from the Project/quotation activity line.
- Planned quantity
- Displays the planned quantity for the activity line.
- Actual quantity
- The actual quantity for the activity line.
- Unit
- The code from the Project/quotation activity line indicates the unit. This is retrieved by the invoice item.