Inspection - Offers/Orders
Description
This module checks various offer/order data.
Functionality
Input window
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | |
| Open result window | Open the results window |
| Field | Description |
|---|---|
| Offers | |
| : General | - |
| : : Selection shows all unbooked offers | This test looks for all offers which have not been booked, i.e. where the traffic light is red instead of green. This is necessary because these offers have not been calculated through and therefore any statistics in which these offers/offer items appear are incorrect. |
| : : Selection checks all offers for plausibility | In this test, all quotations are checked for plausibility. In addition to the correct structure, this includes, for example, checking the conditional and formula attributes with regard to the presence of the variables necessary for the calculation. For a sales set, it is checked whether the correct parts are still contained. If any are missing or superfluous, their number is displayed in the list. The individual test options can be activated or deactivated using the filters above the list if too many messages appear. |
| Orders | |
| : General | - |
| : : Selection shows all unbooked orders | This test looks for all orders that have not been booked, i.e. where the traffic light is red instead of green. This is necessary because these orders have not been costed through and therefore any statistics in which these orders/order items appear are incorrect. In addition, the status cannot be calculated (correctly) for unbooked orders. The period to be entered corresponds to the creation date of the orders to be found. The entries found can then be transferred to the processing list of the orders (button below the list). From here, several orders can also be selected and automatically released one after the other (button with the traffic light in the search list). |
| : : Selection checks all orders for plausibility | In this test, the orders are checked for plausibility. In addition to the correct structure, this includes, for example, checking the conditional and formula attributes with regard to the presence of the variables necessary for the calculation. For a sales set, it is checked whether the correct parts are still included. If any are missing or superfluous, their number is displayed in the list. |
| : : : Selection checks all orders if there is a difference between header and position on a cost object/cost centre | This test searches for orders where there is a difference in cost unit and/or cost centre between the document header and at least one item. |
| : Invoice status | - |
| : : Selection shows all invoiced orders without final invoice | This test checks whether each invoiced order also has a final invoice. This is necessary to ensure that the post-calculation of the orders works correctly. |
| : : Selection checks all for double final accounts | Selection checks all orders for double final invoices |
: | All open sales cost objects without an end date are checked to see if there is an order with a final invoice or if there are no transactions in the last e.g. six months. In these cases, the date of the last final invoice or the last transaction is entered as the end date of the cost object. |
| : Account assignment | - |
| : : Selection shows all order items which have different cost units for advance requirements | Selection shows all order items which have different cost units for advance requirements |
| : Order type | |
| Selection shows all jobs that have a different job type than your project | |
| : Cost calculation | |
Open the window to check the cost calculation | Open the list "Check and correct cost calculation" without order items |
Check the cost calculation of the current unfinished orders | Open the list "Check and correct cost calculation" with the order items of the current work-in-progress. |
| Invoices/credit notes | |
| : General | - |
| : : Selection shows all invoices where the invoice date is outside the statistics period. | This test searches for all invoices/credit notes for which the invoice date is outside the statistics period. |
| Statistics | |
| : Invoices | - |
| : : : verification of the totals and of the accounts entered in the accounts | Check the invoice values in the complete statistics. If errors occur, they can be corrected by setting the checkbox. |
| : Credits | |
| :Proof of the totals and the credits booked | Check the credit note values in the complete statistics. If errors occur, they can be corrected by setting the checkbox. |
| button | Description |
|---|---|
| Close | The window is closed. |
Results window
| Symbol | Description |
|---|---|
 | Display document history |
 | Copy analysis to clipboard |
| Field | Description |
|---|---|
| List |
| button | Description |
|---|---|
| Open list window | Call up the list window for jobs |
| Close | The window is closed. |
Plausibility check of quotations/orders
| Symbol | Description |
|---|---|
 | Run plausibility check again with options set |
| Display document history |
| Copy analysis to clipboard |
| Field | Description |
|---|---|
| Pre-selection | Here the displayed messages can be filtered by type of check in order to search for specific errors |
| : All tests | If a check mark is set here, the check marks are automatically set for all other checks. |
| : Part attributes tests | Checks for variant parts whether all the attributes required to define them are available |
| Conditional and formula attribute tests | Checks whether all values of all attributes existing on the order items can be determined. If another attribute is missing for the determination of an attribute, this is reported |
| : Parts from sets | If sales sets are included in the order, the system checks whether all sub-items of the set are also present in the order. Deviations (more or less sub-items than in the master) are reported. |
| button | Description |
|---|---|
| Open list window | Call up the list window for jobs |
| Close | The window is closed. |
Related topics
Technical documentation
Offer/order Testutlities Module
Module name
utilofor.mod
Classes
-
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
;){kind=link}
;){kind=link}
;){kind=link}