1. Home
  2. /
  3. Panel Help
  4. /
  5. Project Management
  6. /
  7. Totals per phase enquiry...

Totals per phase enquiry (POM200B)

The purpose of this program is to give an overview of the totals of the different phases defined for this project or quotations.

The project/quotation totals enquiry provides the user with an overview of the total values of the project/quotation.

Total cost price, gross sales and net sales price are displayed for each phase of the project/quotation. The margins between net sales and cost prices and net sales and gross sales are calculated.

The totals are updated at run time when a price of a detail line is changed (i.e. maintenance programs, project product costing, etc.). This means that no special calculation function is necessary. The total invoicing plan and time/material value is also displayed.

Options

Display phase Select this option to view the phase details.
Details Select this option to view the element lines totals.
View phase total per cost code Select this option to view the cost code lines totals.

Function keys

Totals per cost code View totals per cost code.
Customer
Status
The code indicates the status of the project/quotation.

Valid codes are:

Project/Quotation
Currency

Exch rate
The exchange rate of the project/quotation.
Description
The description of the project/quotation.
Total quot
The total values for the whole project/quotation.
Phase
One line per phase with the total values is displayed.
Cost price
The total cost price.
Margin
The margin between cost and net sales price.
N. sal. prc
The total net sales price.
Margin
The margin between net and gross sales price.
G. sal. prc
The total gross sales price.
Time/mat.
The total to be invoiced on time material.
Inv. Plan
The total to be invoiced on invoice plan.