Related topics
On this panel you enter or maintain a phase within a project or a quotation.
Function keys
| Header | Maintain the project header details. |
| Reset manually chg price | Reset the net sales value if it has been manually changed. The manually entered net sales value will be replaced with the sales amount for all phase element lines. |
- Customer
- Project type/Quot type
- Project no/Quotation no
- Status
- The code indicates the status of the project/quotation.
- Phase no
- Phase status
- The code indicates the status of the project phase.
- Manually chg price
- Indicates if the net sales value of this phase has been manually changed. Note: Once the price has been manually changed the system will not automatically update the changed, or new, net sales price of the phase element into the net sales value of the phase.
- Description
- The description of the phase.
- Item
- The item that is used for the invoicing of invoice plans. The default is retrieved from the Project type table.
- Start date
- Mandatory entry if Validate start/end is set to YES for the selected project/quotation type. The date indicates the planned start of the project/quotation phase. Note: If Validate start/end is set to YES for the selected project/quotation type, the dispatch date that is entered 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 date indicates the planned completion of the project/quotation phase. Note: If Validate start/end is set to YES for the selected project/quotation type, the dispatch date that is entered on the element line must be within the defined start/end interval.
- Cost price
- The cost price indicates the total of the cost prices of the different elements within the phase (planned cost).
- Net sales value
- The total net sales value for all phase element lines in system and project currency. Note: The value can be changed if Inv plan on phase and Allow chg sales pr are set to YES on the Project/Quotation type maintenance panel. If Allow chg sales pr is set to NO, the total of the net sales values of the different phase elements will be displayed in this field.
- Gross sales value
- The total gross sales value of the phase elements in system and project currency. It may not be changed and it contains the total gross sales value of the different phase elements.
Net sales value Gross sales value Services 250,000 260,000 Activities 250,000 275,000 Assemblies 500,000 525,000 Items 500,000 540,000 ——– ——- Phase 30 1,500,000 1,600,000
- In currency
- The values in project currency.
- Handler
- The handler of the phase.
- Cost centre
- This field is only displayed if Cost centre acc part is activated in the G/L control file. The cost centre to be used when bookkeeping transactions and sales orders are created from IBS Project Management. If this field is left blank, a cost centre will be retrieved from the project header. Note: A security check will be performed to verify that the user is authorised to enter the cost centre.
- Print prices
- Indicates if the detail prices should be printed.
- Hide line
- Indicates if a line should be printed.