Related topics
In this table you provide an overview of the different phases defined for the project or quotations. You can also split a project/quotation into different phases.
Options
| Elements |
Select this option to maintain the phase element. |
| Text |
Select this option to call the text block maintenance function for this phase. |
| Addresses |
Select this option to maintain the phase addresses. |
| Invoice plan |
Select this option to maintain the phase invoice plan. |
| Close |
Select this option to close the phase. Note: When the phase is closed no reporting can be performed. |
| Open |
Select this option to open a closed phase. |
Function keys
| Cost codes |
Maintain the project cost codes. |
| Addresses |
Maintain project/quotation addresses. |
| Header |
Maintain the project header details. |
| Invoice plan |
Maintain the project/quotation invoice plan. |
| Delete project/quotation |
Delete a whole project/quotation, provided it is not under operation. |
- Customer
- Project type
- Project
- Status
- The code denotes the status of the project/quotation.
Valid codes are:
- Net sales
- Cost price
- The total cost price value.
- Currency
- The project/quotation currency.
- Phase no
- This column displays the phase number that is registered in intervals of 10 denoting the order in which the project phases are displayed.
- Description
- This column lists the description of the project phase.
- Cost price
- The column displays the total cost price value of the project phase.
- Text
- This column denotes if text information exists.
- St
- This column denotes the status of the project phase.
Valid codes are:
- Net sales value
- This column displays the total net sales value, i.e. the price that will be quoted to the customer/prospect.
- Planned start date
- This column displays the planned start date of the phase.
- Planned completion date
- This column displays the planned end date of the phase.
- Handler
- This column displays the handler of the project.
- Cost centre
- This column can only be displayed if the cost centre acc part is activated in the G/L control file. Displays the cost centre to be used when book-keeping transactions and sales orders are created from DC1 Project Management.
- Print detail prices
- This column denotes if the detail prices should be printed.
- Hide line
- This column denotes if a line should be printed.
- Manually changed price
- This column denotes if the net sales value of this phase has been changed manually.