Related topics
The purpose of this program is to give an overview of the transactions reported on a project phase, in order to select transactions for further delivery or invoicing.
Options
| Select |
Select this option to mark a line for delivery or invoice. |
Function keys
| Open sales price |
Change the sales price that will be invoiced. The changed price will only be reflected in the Actual net sales amount, which can be viewed in the Cost control enquiry. Note: The sales price must be changed before the project line is selected using the Select option. If you want to change the price for a line that has already been selected, you must go back to the Project transaction, delivery and invoicing panel and repeat the procedure. |
Selection fields
- Customer
- Status
- The code indicates the status of the project/quotation.
Valid codes are:
- Project
- The project number to be delivered or invoiced.
- Phase
- S
- Indicates if the line is selected for delivery or invoice.
- Line
- T
- The code indicates the element type.
Valid codes are:
| Code |
Description |
| 1 |
Lines (items) |
| 2 |
Services |
| 3 |
Activities |
- Item
- The item code, service code or activity code.
- Quantity
- The reported quantity.
- Unit
- The unit of the transaction.
- Date
- The transaction date.
- Inv
- Indicates if a reported transaction should be invoiced or delivered. Note: A reported transaction can only be invoiced if the element line is created with time/material set to YES.
- S
- Indicates if the reporting is finished on this transaction line.