Related topics
In this program you maintain project/quotation services. Each line can be indicated to be printed on the printout.
Function keys
| Add lines | Add or maintain lines. |
| Add activities | Add or maintain activities. |
- Customer
- Project type
- Status
- Displays the status of the project/quotation in the flow.
- Project no
- Phase
- Line number
- Service code
- The code from the Project service code table that identifies the service.
- Quantity
- The required quantity.
- Unit
- The unit. If the field is left blank, the unit is retrieved from the Project service code table.
- Disp date
- The dispatch date for the line. If this field is left blank, the dispatch date will be retrieved from the project header.
- Description
- The description of the service. If the field is left blank the description is retrieved from the Project service code table.
- Planned cost
- The planned cost price. If the field is left blank the cost price will be retrieved from the Project service code table.
- Pl cost am
- The total cost price amount for this line.
- Actual cost
- The actual cost price. This is updated after transactions reporting to this line.
- Actual cost am
- The total actual cost amount for this line.
- Gross sales
- The sales price. This can be entered manually or retrieved from the Project service code table. This price is entered in project/quotation currency.
- Gr sales am
- The total gross sales amount. This amount is added to the phase gross sales value. This field is only displayed if Gross sales price is entered.
- Net sales
- The net sales price for this service i.e. the price which will be quoted to the customer/prospect. This price can be changed if the field to allow change is set to YES in the Project/Quotation type maintenance panel. If change is not allowed the net sales value will be defaulted as the gross sales price. This price is entered in project/quotation currency.
- Net sales am
- The total net sales price amount. This amount is added to the phase net sales value. This field is only displayed if the Net sales price is entered.
- Print prices
- Indicates if the detail prices should be printed. The value is retrieved from the header.
- Hide line
- Indicates if a line should be printed. The value is retrieved from the header.
- Time/mtrl
- Indicates if a line should be invoiced on time/material base. The value is retrieved from the header.
- Cost code
- Two input fields exist for this field. The first is mandatory and the second is optional. Enter one, or two, code/s from the Project cost codes table defining the cost codes for this line. The default value for the first cost code, if not manually entered, is the cost code from the Project service code table. The cost code is used to total up cost price and reported values for the project.
Note: Cost codes must be defined both for the line and the project. If the cost codes entered here are not already defined on the project, they will be added automatically.
- Handler
- The handler. If this field is left blank the handler will be retrieved from the project phase.
- Curr price
- Indicates how the cost and sales prices should be retrieved at service reporting. If this field is set to YES, the current prices will be retrieved from the Project service code table. If set to NO, the price will be retrieved from the project element line. Note: This value is stored on the project header and is set as a default when new service lines are added.