Related topics
This panel displays the phase elements of the project/quotation.
Options
| Acquisition | Select this option to view an acquisition.
Note: This option is only valid if an order link exists. Depending on the acquisition type different functions will be called: |
| Structure | This option can only be selected if Manufacturing is installed and activated. Select this option to view project/quotation product structure. |
Function keys
| Change view | Toggle between viewing code and description for the element line. |
| Transactions | View the reported transactions. |
- Customer
- Project type
- Project number
- Status
- The code denotes the status of the project/quotation.
- Phase
- Project net sales
- The total net sales value of the project, i.e. the price that will be quoted to the customer/prospect.
- Phase net sales
- The total net sales value of the phase, i.e. the price quoted to the customer or prospect.
- Cost price
- The cost price is the total of the cost prices of the different elements within the phase (planned cost).
- Line
- This column lists the line number that is registered in intervals of 10 denoting the line order within the phase element.
- Type
- This column denotes the element type.
Code Description 1 Line 2 Service 3 Activity
- Item/Description
- This column displays the item or item description if element type is 1. The service code or service description if the element type is 2. The activity code or activity description if the element type is 3. Note: Use the F1 function key to toggle between the element types.
- Cost price
- This column displays the cost price value of the element.
- Order link
- This column displays the order link. This information refers to a connected order and is built up with the following parts:
Type of order: 1 = Sales order
2 = Purchase order
3 = Manufacturing order
5 = Requisition orderOrder number Order line number
(if a sales, purchase or a requisition order)
- Text
- This column denotes if text information exists.
- St
- This column denotes the status of the project element.
- Quantity
- This column displays the quantity of ordered units of the item.
- Actual quantity
- This column displays the reported services or reported hours or delivered quantity.
- Unit
- This column displays the sales unit of the quantity.
- Dispatch date
- This column displays the dispatch date of the line.
- Net sales price
- This column displays the net sales price of this line, i.e. the price quoted to the customer/prospect. This price is in project/quotation currency.
- Net sales amount
- This column displays the total line amount at net sales price.
- Cost code 1
- This column displays the project cost code 1 for the line.
- Cost code 2
- This column displays the project cost code 2 for the line.
- Handler
- This column displays the handler of the project.