Related topics
The purpose of this program is to start the maintenance of projects or quotations. When a new project or quotation is entered, the header will automatically be created using the information from this panel; the phase entry will be started.
Function keys
| Copy | Copy projects or quotations. Note: The project/quotation type must be specified before any copying can be made. |
- Project number
- Normally this field is left blank to let the system pick the next available project or quotation number from the Number series table. If you enter a project or quotation number manually, the number has to be outside the range of the number series.
- Customer
- Mandatory entry if a new project or quotation is entered.
- Project type
- Warehouse
- The warehouse for which the project/quotation is entered.
If the STKOWNER (Stock Ownership) function is activated in the Function control file, the warehouse entered must be classified as a normal or trade (logical) warehouse (i.e. the Warehouse characteristic flag in Work with warehouses must be set to 1 (normal) or 2 (trade). See About the stock ownership functionality for more information.
- Start date
- Mandatory entry if Validate start/end is set to YES for the selected project/quotation type. The planned start date for the project/quotation. This will be updated in the project/quotation header information. Note: If Validate start/end is set to YES for the selected project/quotation type, the dispatch date that is enetered on the element line must be within the defined start/end interval.
- End date
- Mandatory entry if Validate start/end is set to YES for the selected project/quotation type. The planned end date for the project/quotation. This will be updated in the project/quotation header information. Note: If Validate start/end is set to YES for the selected project/quotation type, the dispatch date that is enetered on the element line must be within the defined start/end interval.
- Dispatch date
- The dispatch date of the project/quotation. The default value is today’s date.
- Project date
- The date of the project/quotation. The default value is today’s date.
- Currency code
- The currency of the project/quotation. If this field is left blank the system will use the currency of the customer.
- Cost centre
- This field is only displayed if Cost centre acc part is activated in the G/L control file. The cost centre handling is only used for external orders. The code from the Account file indicates what cost centre should be assigned to the sales/purchase/requisition order. Note: A security check will be performed to verify if the user is authorised to enter the cost centre. If this field is left blank, the cost centre is retrieved according to the following:
- If a cost centre has been defined in the Signature table for the user who is entering the sales order, that code will be retrieved.
- If a cost centre has been defined for the customer in the Business partner file (A/R basic data) panel, that code will be retrieved.
Note: If a cost centre has been defined in both the Signature table and the Business partner file (A/R basic data) panel, the default value will be retrieved from the Signature table.