Sales cost unit (project)
Description
Along with cost types and cost centres, cost objects are part of cost accounting. However, the term cost object is also used synonymously with the term sales opportunity (marketing/sales), the term framework agreement (purchasing) and the term internal cost object (e.g. R&D), depending on the specialist area. A cost object thus describes a business object to which a wide variety of inventory objects and a wide variety of documents can be assigned.
The documents assigned to a cost object, i.e. the documents posted with a cost object can also contain costs/services. Thus, costs/services can be assigned to a cost object either directly via financial accounting or via special (cost) documents (e.g. time sheets).
A (specialised) sales cost unit can be assigned inventory data of a plant (industrial plant, machine, part (e.g. for development projects)) and/or a business partner(customer, interested party, operator) or an operative partner(interested party, operator).
Transaction data such as offers or orders can also be assigned to a sales cost unit. In this case, a "project" is thus the superordinate node for various offer or order documents. Usually at the beginning of a quotation or order processing there is the definition of a project, with specification of the external and internal project manager, the assignment to a plant and possibly also the determination of a first rough cost framework(order/sales planning) and a time schedule(network), which can be imported directly from a planning by means of MS-Projects and can also be reconciled with it.
Using certain buttons in the toolbar, quotations and orders can therefore be created directly from a sales cost unit.
Functionality
- Framework contracts and call orders
- Input window
- Change sales cost unit settings with Wizzard
- List window
- Selection window
- Option window
Framework contracts and call orders
Blanket orders can also be defined above a sales cost object. The sales cost object takes over the definition of the outline agreement, for example, the partner and the contract period are defined. The "Framework contract data" tab is used to define the items, the total quantity agreed in each case and the price negotiated (project price). For this purpose the module of customer agreements is used.
The call-off orders are recorded as normal sales orders, which are assigned to the outline agreement as cost objects. The creation of a call-off order is initiated via the sales cost object. For this purpose, the articles which are called off by the customer are selected in the list. Then the sales order with the order items is created via the context menu "Create call order". The respective quantity called off and the delivery date must be entered in the order item.
In the customer agreement, the order items called up are listed in the "Receipts" tab. In addition, the quantity called off is displayed in the tab "Framework agreement".
Input window
This window is used for maintaining sales cost objects. You can select a sales cost object by entering the desired number in the Number field and confirming with RETURN. If you want to call up the list window, you can select the menu item "Search". The editing mask consists of the tab for entering the project data, the tab for displaying additional data for the project, the tab for displaying the documents assigned to the project, the tab for editing the framework agreement data and the tab for editing the documents and/or other associations assigned to a project.
| Menu item | Description |
|---|---|
| Edit | - |
| : Search terms | - |
| : : Insert | Insert search term |
| : : Remove | Remove selected search term |
| Create new cost unit | Clears the input window for creating a new cost unit |
| Save cost unit | Saves the currently displayed cost unit |
| : Delete cost unit | Deletes the currently displayed cost unit |
| Print, fax, e-mail... | - |
| Prints the currently displayed cost unit | |
| : : Print (own process) | Prints the currently displayed cost unit in a separate process. |
| : Attachment | - |
| : : Insert industrial plant | Insert an industrial plant as an attachment |
| : : Insert machine | Inserting a machine as a plant |
| : : Insert vehicle | Insert a vehicle as an attachment |
| : : Insert part | Insert a part as an attachment |
| : : Remove | Remove selected entry from the plant list |
| : : Create | |
| : : : Create industrial plant | Creating a new industrial plant from the project data. The descriptions, the partner and the operator are taken over. If the operational partner is an interested party in the project, the operator role is searched for or, if not available, created. This operator role is then also entered as an operative partner. |
| : : Select location | Selecting a node from the "LAND_OF_INSTALLATION" folder |
| : : Open project search (for system) | Opens the project search with the data of the selected plant and project |
| : : Open plant master | Opens the window for selecting an industrial plant |
| : External business partner | - |
| : : Customer | Selection of a customer as external business partner |
| : : interested party | Selection of an interested party as external business partner |
| : : operator | Selection of an operator as external business partner |
| : : unknown partner | Creating a one-time address as a business partner. Without creating a partner the name and address can be entered. |
| : External operational partner | - |
| : : Operator | Selection of an operator as external operational partner |
| : : interested party | Selection of an interested party as external operative partner |
| : External planner | - |
| : : Consultant | Selection of a consultant as external planner |
| : : Operator | Selection of an operator as external planner |
| : : Clients | Selection of a customer as external planner |
| : : interested party | Selection of an interested party as external planner |
| : Cost unit | - |
| : : cost unit cost balances | Calling up the display of the periodised cost balances of the cost unit (from the operational accounting) |
| : : Cost unit totals list | Calling up the cost unit totals list (from the operating accounting) |
| : : Cost unit cost overview | Calling up the display of the cost unit cost overview |
| : : Display cost unit hierarchy | Calling up the display of the hierarchy of the cost unit |
| : : Cost unit cost balances | Calling up the display of the cost unit's cost balances |
| : : Cost element evaluation per cost unit | Calling up the evaluation of the cost unit costs by cost element (from operational accounting) |
| : : Display cost unit related stock movements. | Calling up the display of the cost unit's stock movements. |
| : : Display the stock related to the cost unit | Calling up the display of the stock of the cost unit |
| : Subordinate cost unit | - |
| : : Insert subordinate cost unit | The cost unit selection window opens. Selected cost units are inserted at "Contains" in the organisation chart. |
| : : Delete subordinate cost unit | The selected cost unit is deleted from the "Includes" section of the organisation chart. |
| : Project costs according to article groups | Call for the evaluation of project costs by item group (from rough planning, offers and orders) |
| Open project search | Opens the project search |
| : Further processing | - |
| : : Create hourly time sheets | Creates a new time sheet and enters the cost unit there. Documents without a predecessor, which are posted to the cost object, can later be viewed in the document list of the cost object. |
| : : Create assembly proof | Creates a new assembly proof and enters the cost unit there. Receipts without predecessors that are posted to the cost unit can be viewed afterwards in the cost unit's receipt list. |
| : : Create new order/sales planning | Creates a new order/sales plan and enters the cost unit there. Documents without predecessors that are posted to the cost unit can be viewed afterwards in the cost unit's document list. |
| : : Create new budget offer per sample offer | Creates a new budget quotation per sample quotation and enters the cost unit there. Documents without predecessors that are posted to the cost unit can be viewed afterwards in the cost unit's document list. |
| : Create new offer per sample offer | Creates a new quotation by sample quotation and enters the cost unit there. Documents without predecessors that are posted to the cost unit can be viewed afterwards in the cost unit's document list. |
| : Create new tender | Creates a new tender and enters the cost object there. Documents without predecessors that are posted to the cost object can subsequently be viewed in the cost object's document list. |
| : Create new budget tender | Creates a new budget offer and enters the cost unit there. Documents without predecessors that are posted to the cost unit can be viewed afterwards in the cost unit's document list. |
| : Create new offer | Creates a new offer and enters the cost unit there. Documents without predecessors that are posted to the cost unit can be viewed afterwards in the cost unit's document list. |
| : : Create new order | Creates a new order and enters the cost unit there. Documents without predecessors that are posted to the cost object can be viewed afterwards in the cost object's document list. |
| : : Create new order + service call | Creates a new order with a service item and enters the cost unit there. Documents without predecessors that are posted to the cost unit can be viewed afterwards in the cost unit's document list. |
| : : Create internal order | Creates a new internal order and enters the cost unit there. Documents without predecessors that are posted to the cost unit can be viewed afterwards in the cost unit's document list. |
| : : Create work order for project | Creates a work order and enters the cost object there. Documents without predecessors that are posted to the cost object can be viewed afterwards in the cost object's document list. |
| : Create intercompany invoice | A simplified collective invoice is created for the total volume for all selected intercompany orders. See also Intercompany orders |
| : : Further processing (documents/status) | - |
| : : : Offer ended (lost) | To note that the offer was not successful. |
| : attributes | Insert, remove and create attributes |
| : conditions | Insert, remove and create conditions |
| : networks | A project network can be created and edited for the cost unit |
| : Notes | Edit notes |
| : Validity | Set validity |
| : Open task folder | Open the task folder for the cost unit |
| : Close | Close window |
| Search | Call up list window |
| Symbol | Description |
|---|---|
 | The input window is cleared for the entry of a new cost unit |
 | Saving the cost unit data |
 | Deleting the cost unit |
 | Print the cost unit |
 | Printout of the care mask of the cost unit |
 | Maintaining the validity of the cost unit |
 | Display of the periodised cost balances of the cost unit |
 | Calling the cost element evaluation for the cost object |
 | Display of stock movements for the cost unit |
 | Display of the stock for the cost unit |
 | Display the operation folders of the cost unit. |
 | Listing of the asset master |
  | Create/edit notes |
 | New order/sales planning for the cost unit |
 | Creation of a new budget offer for the project using a sample offer |
| Creation of a new offer for the project using a sample offer (see also previous entry) |
 | New creation of an alert |
 | Creation of a new budget offer for the project |
 | Creation of a new offer for the project. The system checks how many plant groups are attached to a plant assigned to the project. If there are more than one, then a list of all asset groups appears first, from which you can now select for which the order or the offer is to be created. If there is only one, it is selected automatically. All infrastructure data of the industrial plant are then taken over in the new offer/order, an item with the plant group is created and the characteristics are also inserted for this from the plant group master. In the order/quotation header, the cost unit is transferred with all data resulting from this project. |
 | Creation of a new order for the project (see also previous entry) |
 | Creation of a new order with service visit |
 | New creation of a stock order |
 | New creation of a work order |
 | Show hierarchy of the cost unit |
 | Assign project network |
| Field | Description |
|---|---|
| Project data | - |
| : Number | Number of the cost object/project |
| : short term | Short name or short description of the project |
| : description | Description of the project |
| : category | Structuring of the project within the classification term with the identification COST_OBJECTIVE_CATEGORY. |
| : business area | Business field of the project |
| : date | Date of the last change can be stored here. |
| : type | Type of project. Corresponds to the offer or order type when entering an offer/order. |
| : Search terms | The following data of a cost unit are automatically created as search term of the object: The number, the first line of the short term and the first line of the description. You can manually change these search terms, add new ones or remove some |
| : status | Status of the project |
| : Attachment Information | In this group information can be assigned to the cost unit of an industrial plant, machine, etc. If this is not the case, the installation site and industry can be stored. |
| : : Annex | Assignment to an industrial plant. If no business partner and/or operative partner has yet been created in the cost object, the operator (for the business partner only the customer function if available!) of the inserted industrial plant, machine etc. is taken over. |
| : : Site of installation | If no industrial plant can be assigned to the project, for example because it is not yet known, the plant can be assigned to an installation site and an industry. This is useful when projects are created to capture a market potential. Installation sites can be defined via the evaluation group with the identification LAND_OF_INSTALLATION. For the industries, the generic classification key with the identification INDUSTRIES is used in the system. |
| : : Branch | |
| : External project | Assignment of a commercial and operative partner for the cost unit. |
| : : Business Partner | |
| : : : Partner | Assignment to a partner, which can be the operator of the industrial plant, a customer, an interested party or an unknown partner (not yet recorded in the system). The partner specified in this field is regarded as the actual business partner in the further course of a quotation or order processing. (see below for operative partner). This means that when a quotation or order is created from a cost object, the customer role of the partner specified here is used. If the partner does not yet have a customer function when an order is created, the system prompts you to create one first. |
| : : : Project manager | Project manager of the partner |
: : : | Generate activity document for the project manager. The activity document is automatically posted in the activity folder of the project. |
| : : : Unknown partner | Enter address data for the "unknown partner". |
| : : : Contacts | Assign contact data to the cost object. Customers, contact persons, employees, companies and persons can be added. |
| : : Operational Partner | |
| : : : Partner | Selection of an operator or interested party for the operational handling of the cost unit. In addition to the actual business partner (see above under business partners), it is often desired to include data on the partners who are or will be ultimately operationally active in the project. This is the case, for example, if the business partner is a dealer, but the operative partner will then be the actual operator of a plant, machine or measuring instrument. |
| : : : Project manager | Project manager of the operator |
: : : | Generate activity document for the project manager. The activity document is automatically posted in the activity folder of the project. |
| : Project implementation (external) | In this group the external project implementation is indicated |
| : : Planners | assignment to the planner of the industrial installation, who may be the operator of the industrial installation, a customer or an interested party. If it is an internal (development) project, these fields can also be left blank |
| : : Project manager | Project manager of the planner |
: : | Generate activity document for the project manager. The activity document is automatically posted in the activity folder of the project. |
| : Project implementation (internal) | This group will indicate the internal implementation of the project |
| : : Techn. editor | Employee who is internally responsible for the project. This employee is included as a technical processor in a quotation or order if these are created via the cost unit. With the order term "TECHNICAL_STAFF_MEMBER" employees can be defined, which are automatically loaded into the selection list of the field. This facilitates the selection of an agent. |
| : : : Purchasing agent | Sales staff responsible for the project. This can also be a contact person if an employee of an affiliated company is commissioned with the internal project implementation. This person will be included in a quotation or order as a commercial agent if these are prepared via the cost unit. With the order term "SALES_STAFF_MEMBER" employees can be defined, which are automatically loaded into the selection list of the field. This facilitates the selection of an agent. |
| : : : Purchase Assi. | Administrative sales staff for the project. This allows you to define a contact person who is not responsible, but is responsible for monitoring deliveries or creating documents. This contact person will be included as a commercial assistant in a quotation or order if these are created via the cost unit. |
| : : Cost centre | Assignment of the project to a cost centre |
| : : Start | Internal start of the project, a period such as October 2005 or 1st quarter 2006 can be specified. This date defines when the first activities for the project will be carried out. This starts internally with the preparation of the offer. The probable order date and the order probability can be defined via the order/sales planning. |
| : : End | End of the project. A time period can also be specified here. Once a project is completed, no more documents should be assigned |
| : : stored goods as project warehouse | The stock for ordered and stored goods for a project is managed separately in the warehouse, i.e. these quantities are not available for planning, they must first be posted from the project warehouse to the planning warehouse by transfer posting. Transfer postings can also be made from one project warehouse directly to another project warehouse. |
| : : Goods belongs to project | If this option is selected, the project stock is not listed in the general warehouse statistics. A separate warehouse statistic is created for the project. |
| Additional data | - |
| Created | Date on which the insurance provider voucher was created |
| : by employees | User who created the insurance provider document |
| : Organization Chart | - |
| : : : Belongs to | Output of the higher-level cost unit. With a right mouse click in this field you can switch to the superior cost unit. The originally edited insurance provider can then be found again in the "Contains" list. |
| : : Contains | Output of the subordinate cost objects. With a right mouse click a cost object can be inserted or deleted via the context menu. You can switch to the subordinate cost object with a double click. |
| : Warranty | - |
| : : Earliest warranty start | Date on which the warranty for the entire project begins |
| : : : End of warranty at the latest | Date on which the warranty for the entire project ends |
| : Features | This is where the characteristics that describe the project in more detail are recorded. This could be, for example, the attribute "country", which could be used to define variant parts of an order assigned to the project |
| Receipts | - |
| : Receipts | |
| : : Last document | Document that was last generated for the cost objects |
| : : Document list | The documents assigned to a project are displayed in this list. Double-clicking on a list entry takes you directly to the document. Intercompany orders are listed in the same way as customer orders. As these intercompany orders are only billed at intervals by collective invoice, the list provides a clear identification of those intercompany orders that can be billed, those that have been billed, or those that have not yet been delivered and therefore cannot yet be billed. This overview is displayed by means of coloured pictures next to the status:
|
| Framework contract data | |
| : Contract data | |
| : : Your sign | The reference data of the customer who ordered the framework agreement. |
| : : Order date | |
| : Project agreements (project prices) | In this list, project agreements can be made with regard to sales item roles and conditions. So if other prices are negotiated for this project in addition to the usual customer conditions (maintenance contracts...), the customer agreements can be overwritten with these. If conditions are specified in this window, only these conditions will be copied into an order for this project. |
| : Conditions | Conditions that are only applied to sales orders that are created for this project. If conditions are specified in this window, only these are transferred to an order for this project; no further search is made in the client (document settings), customer or user. |
| Coupled purchase contracts | Here the purchase contracts are displayed and assigned, which were concluded with the suppliers as a result of the project. |
Documents/associations | |
| : Structure tree | Using the structure tree on the left side, subfolders or subnodes( ) can be created. Associations (document references, parts, part roles, partner roles, etc.) can be moved within the structure via drag & drop and thus structured. In addition, it is possible to navigate via the structure tree to display the associations of the folder in the right-hand list.It is possible to create a structure "COST_OBJECTIVE_ASSOCIATIONS" in the order terms. This is then used as a template and is automatically copied when a new project is created. In this way the assignment of documents to projects can be better standardised. (Currently, only document references can be structured). |
| : List | On the right side is the list of document references. The local document references are marked with the box symbol ( ) and the global ones with the document reference icon ( ) is displayed. In addition, global document references can also be inserted as a conditional table. Of the associated documents, the description of the document reference is displayed next to the type. This can be either the short title in the operating language or the description text. In addition, the type and the file name are displayed.link: Description of the buttons for maintaining the assignments to the document references |
| Description of structure node | For the folder (structure nodes) defined in the structure tree, a different description can be entered here and saved using the save button to the right of the field. |
- the internal order has not yet been delivered and therefore not yet released for invoicing.
- invoiced
- after delivery note creation and booking| button | Description | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Features | |||||||||||||||||||||||
| Create | Opens the context menu for creating features | ||||||||||||||||||||||
| Insert | Opens the context menu for inserting features | ||||||||||||||||||||||
| Remove | Removes the selected features from the list | ||||||||||||||||||||||
| Framework contract data | |||||||||||||||||||||||
| Insert | Opens the context menu for inserting project agreements or the window for selecting contracts | ||||||||||||||||||||||
| Remove | Removes the selected project agreements/EK contracts from the list. | ||||||||||||||||||||||
| Conditions | |||||||||||||||||||||||
| Create | Opens the context menu for creating conditions | ||||||||||||||||||||||
| Insert | Opens the context menu for inserting conditions | ||||||||||||||||||||||
| Remove | Removes the selected conditions from the list | ||||||||||||||||||||||
| Documents | |||||||||||||||||||||||
| Open | Opens the document of the selected document reference in the preview. Depending on the file type, Adobe Acrobat Reader, Word or, for example, Internet Explorer is started. | ||||||||||||||||||||||
| Insert | When inserting, you can choose between local document references and global document references.
| ||||||||||||||||||||||
| Edit | The document reference can be edited in its edit screen. | ||||||||||||||||||||||
| Remove | If a global document reference is selected, the link between the document reference and the part is broken. Local document references are deleted. | ||||||||||||||||||||||
| Action | |||||||||||||||||||||||
| Back | The input window is closed. | ||||||||||||||||||||||
| Delete | The displayed cost unit is deleted | ||||||||||||||||||||||
| New | The input window is cleared for the entry of a new cost unit | ||||||||||||||||||||||
| Save | Changes to the cost unit are saved. If no changes have been made, the button is locked. | ||||||||||||||||||||||
Change sales cost unit settings with Wizzard
With this wizard, settings can be set for a group of selected sales cost objects in one. The selection of the sales cost objects can still be changed while the wizard is open.
The checkboxes in front of the groups "Category", "Status", "Business field" and "Type" can be used to show or hide the data fields. Data fields that are shown are changed in the sales cost units by the Wizzard. These groups are not changed by hiding them.
| Field | Description |
|---|---|
| Category | Edit the category of the sales cost unit. |
| : : Category | Structuring of the project within the classification term with the identification COST_OBJECTIVE_CATEGORY. |
| : Status | Edit the status of the sales cost object. |
| : : Status | Status of the project |
| : Business field | Processing of the business area of the sales cost unit. |
| : : Business field | Business segment for the statistical analysis of sales. |
| Species | Edit the sales cost object type |
| : : Species | Sales cost unit type |
| button | Description |
|---|---|
| Back | The window is closed without saving the settings. |
| Save | The settings are saved in the selected sales cost units. |
List window
Serves to search and list cost units.
| Menu item | Description |
|---|---|
| Edit | - |
| : Search | - |
| : : Perform multiple search | Perform multiple search: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time. |
| : : Reset list | Reset cost unit list |
| : Create new cost unit | Create new cost unit |
| Edit cost object | The selected cost unit is opened in the input window. |
| : Delete cost unit | One or more selected cost units are deleted without prompting. |
| Print cost unit list | The printer selection window opens to print the displayed cost unit list. |
| : Validity | Opens the validity window of the object. Here the object can be set to invalid or provided with a replacement object. |
| Open process folder | The transaction folder with the documents for the selected cost unit is opened. |
| Edit industrial plant from plant master | The selection window for industrial plants is opened in order to be able to open a plant for processing. |
| Copy all objects to the clipboard | Copy list with cost units to clipboard |
| : Open Wizzard | Call up the cost unit wizard to automatically create projects and SOFs (order/sales planning documents) using an Excel template. |
| : Close | The window is closed |
| Project | - |
| : Change project category | A new category to be selected can be specified for the insurance providers selected in the list |
| : Remove project category | For the insurance providers selected in the list, the respective category is removed |
| : Change project status | A new status to be selected can be specified for the insurance providers selected in the list |
| : Remove project status | For the insurance providers selected in the list, the status assigned to them is removed |
| Change project start date | A new date/period can be entered as project start for the cost units selected in the list |
| : Change project end | A new date/period can be entered as the end of the project for the insurance providers selected in the list |
| : Create project info | Project information is created for the cost units selected in the list |
| : Change VK cost unit settings with Wizzard | Call the data entry wizard for quick entry of cost object data such as category, status, business field and type. |
| Navigate | - |
| : Last offer | The last offer of the insurance provider selected in the list is called |
| : Last transaction document | The last activity document of the cost object selected in the list is called up |
| : Next transaction document | The next activity document of the cost object selected in the list is called up. |
| Lists | - |
| : Open saved list | The selection window for Saved Lists is displayed to open a list |
| Save current list | The current cost unit list is saved |
| : Delete saved list | The selection window for saved lists is displayed for deleting a list |
| Cost | - |
| Cost unit cost balances | The period balance window for the cost unit account is opened |
| Cost unit cost overview | The cost overview for the project opens |
| Stock | - |
| Display cost unit related stock movements | The stock movements for the cost unit are displayed |
| Display cost unit related stock | The stock for the cost object is displayed |
| Options | Call up the option window |
| Symbol | Description |
|---|---|
| Start search. All blue fields for the selection of cost objects are included. |
 | Reset cost unit list |
| Create new cost objects |
 | Edit cost unit |
| Delete cost unit |
| Print insurance provider list |
| Edit validity |
 | Load cost unit list |
 | Save the current cost unit list. |
 | Delete a saved cost object list. |
| Display of the periodised cost balances of the cost unit |
 | Display of the cost overview of the cost unit |
| Display cost unit related stock movements |
| Display cost unit related stock |
| Open transaction folder with documents |
| Edit industrial plant from plant master |
 | Copy to clipboard |
| Field | Description |
|---|---|
| Project | - |
| : Number | Search for cost units by number. You can search with a single number or with a range from - to |
| : short term | Search for cost units using the short term |
| : Search term | There are two ways to search for search terms. In the simple search, you simply enter the character string to be searched for in the corresponding field and trigger the search. In the multiple search, this is then combined directly with the other search arguments if necessary. You can access the advanced search via the button |
| : Industrial plant | Via the button  opens the selection window for industrial plants. After you have selected a plant, cost units with this plant are searched for directly and displayed in the list. |
| Classification | - |
| Category | A category can be selected with the button can be selected. If you want to select the insurance providers according to this category only, click  . |
| : Status | Statuses can be set with the button selected or selected in the list (also several times). (The statuses displayed in the list are sorted according to their respective identification number , i.e. the sequence can be changed by maintaining this ID correctly). If you only want to select the cost units according to the selected status, click on . |
| Partner | - |
| : Commercial agent | Search for the editor. With the button you can select whether you are looking for the commercial, technical or processing staff. Now the person can be selected. If you want to select the cost objects only with the person in the relevant function, click . |
| : BP: Customer | Search for the business partner. With the button you can choose whether to search for a customer, prospective customer, operator (by company role) or directly for a company. Now the partner can be selected. If you want to select the insurance providers only by this business partner, click on . |
| : OP: Operator | Search for the operational partner. With the button you can choose whether to search for an interested party or operator. Now the partner can be selected. If you want to select the cost objects only by this operative partner, click on . |
| : Search term | The search term is used to display all insurance providers who have saved the search term as a partner, business partner or operative partner. |
| Date | - |
| Created | Search for insurance providers created on a specific date or date range. |
| : Start | Search for cost units that are to start or have started on a specific date or date range. |
| : End | Search for insurance providers that are to be or have been closed on a specific date or date range. |
| Type | - |
| : without/ with order | Only select cost objects that have a sales order as successor or not. |
| Button | Description |
|---|---|
| Back | The window is closed. |
| Delete | The selected cost unit is deleted |
| New | The input window for entering a new cost unit is displayed |
| Edit | The input window for editing the selected cost unit is displayed |
Status
The status of the insurance provider defines the different statuses that an insurance provider can have.
The status is defined via the evaluation group "COST_OBJECTIVE_STATE". This evaluation group can contain both simple structure nodes and structure statuses . In the case of structure status, the status is automatically determined by transition conditions in further structure statuses.
All simple structure nodes are displayed for selection and the structure statuses are displayed at the beginning of the status chain. Thus, for example, the structure term "COST_OBJECTIVE_STATE" could be structured as follows:
- Completed
- Releases
In this example, the statuses FINISHED and RELEASED can be set in the cost object by the user.
FINISHED blocks the complete processing of the cost unit. No additional data can be added to the cost unit. Existing data cannot be edited.
RELEASED releases the processing of the cost unit. Additional data can be added to the cost unit. Existing data can be edited.
Options for the processing and use of the parts can be stored at the individual statuses. These options are stored as attributes at the structure node (see also Attributes/characteristics and in particular the paragraph: Attributes with control function).
| Option | Attribute | Control system |
|---|---|---|
| Editing is blocked | lockEditing | Processing of the cost unit is blocked. No data can be changed in the project data. |
| Blocking of bookings | lockForLink | The following actions concerning the blocked cost object are terminated with a message: - Create new order / sales planning - Create new budget offer - Create new quotation - Creating a new job - Create new order + service call - Create internal order for project - Create time sheets - Create assembly proof - Create work order - Create internal order - Goods receipts - Putaway - Removal from storage |
| Blocking of offers and orders | pre.lockForLink | No new offers and orders can be created for the project. |
Selection window
This window is used to select an insurance provider.
| Menu item | Description |
|---|---|
| Edit | - |
| : Search | - |
| : : Perform multiple search | Perform multiple search: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time. |
| : : Reset list | Reset cost unit list |
| Options | Call up the option window |
| Icon | Description |
|---|---|
| Start search. All blue fields for the selection of cost units are taken into account. |
| Reset cost unit list |
| Field | Description |
|---|---|
| Project | - |
| : number | Search for cost units by number. It is possible to search with a single number or with a from - to range |
| : short term | Search for a cost unit using the short term |
| : search term | There are two ways to search for search terms. In the simple search, you simply enter the character string to be searched for in the corresponding field and trigger the search. In the multiple search, this is then combined directly with the other search arguments, if necessary. The advanced search can be accessed via the button |
| : industrial plant | Via the opens the selection window of the industrial plants. After you have selected a plant, cost units with this plant are searched for directly and displayed in the list. |
| Classification | - |
| : category | A category can be selected with the button can be selected. If you want to select the cost units only by this category, click on . |
| : status | Statuses can be set with the button can be selected in the list (also several times). (The statuses displayed in the list are sorted according to their respective identification number , i.e. the order can be changed by maintaining this ID correctly). If you only want to select the cost units according to the selected statuses, click on . |
| Partner | - |
| : Commercial agent | Search for the agent. With the button you can select whether you want to search for the commercial, technical or processing person. Now the person can be selected. If you only want to select the cost units with the person in the relevant function, click on . |
| : GP: customer | Search for the business partner. With the button you can select whether to search for a customer, interested party, operator (by company role) or directly for a company. Now the partner can be selected. If you want to select the cost units only according to this business partner, click on . |
| : OP: Operator | Search for the operating partner. With the button you can select whether you are looking for an interested party or an operator. Now the partner can be selected. If you want to select the cost units only according to this operative partner, click on . |
| : search term | The search term is used to display all cost units that have saved the search term as a partner, business partner or operational partner. |
| Date | - |
| : Created | Search for cost objects created on a specific date or date range. |
| : Start | Search for cost objects that are to start or have been started on a specific date or date range. |
| : End | Search for cost objects that are to be or have been closed on a specific date or date range. |
| Type | - |
| : without/with order | Select only cost units that have a sales order as successor or not. |
| button | Description |
|---|---|
| Back | The window is closed |
| Select | The selected insurance provider(s) will be covered. |
Option window
Here you can make settings for the behaviour of the module.
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | All settings are reset |
| Field | Description |
|---|---|
| List options | |
| Search options | - |
| : Immediate take over in case of a hit | If only one cost unit is found during a search, this is opened in the input window |
| Clear the list before starting a new search | The list is cleared before each new search |
| If there are less than 100 cost units, then display directly | If there are less than 100 cost units when you call up the list/selection window, they are immediately displayed in the list |
| : General Search | Use search terms from the cost unit itself |
| Advanced search | Search terms of the other roles of the cost unit are taken into account |
| Validity | - |
| : With exchange object | If an invalid object has a valid exchange object, only the valid exchange object is displayed (default setting) |
| : Without exchange object | Any existing exchange objects are ignored, only the original object is listed. If this original object is invalid, it will only be listed if the list of invalid objects (selection: All objects) was selected in the further option |
| : Only valid objects | Only valid objects are listed (default) |
| : All objects | Valid and invalid objects are listed |
| Number of objects | Determines the maximum number of objects in the list that can be displayed during a search |
| : All objects | All objects are listed |
| : Number of objects | The number of objects to be listed can be specified manually |
| : 100 objects | A maximum of 100 objects are listed |
| : Display mode | - |
| : : Normal | |
| : : Extended | |
| : : With documents | |
| : Presetting the cursor | - |
| : : Number field | |
| : : search term |
| button | Description |
|---|---|
| Back | The window is closed |
| Apply | Settings are saved and the window is closed |
Related topics
Technical documentation
Sales cost object provider module
Module name
cxSalesCostObjective.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 |
|---|---|---|---|
| SALES_COST_OBJECTIVE_CHANGED | Sales cost object | Sales cost object has been changed | |
| SALES_COST_OBJECTIVE_CREATED | Sales cost object | Sales cost object was created | |
| SALES_COST_OBJECTIVE_DELETED | Sales cost object | Sales cost object has been deleted | |
| LIMIT_SET |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| EDIT_SALES_COST_OBJECTIVE | NULL or sales cost object | Call up the input window for sales cost objects | Sales cost object editing app |
| SET_LIMIT |
Sales cost object editing app
Module name
salesCostObjectiveEdit.app
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 |
|---|---|---|---|
| SALES_COST_OBJECTIVE_CHANGED | Sales cost object | Sales cost object has been changed | |
| SALES_COST_OBJECTIVE_CREATED | Sales cost object | Sales cost object was created | |
| SALES_COST_OBJECTIVE_DELETED | Sales cost object | Sales cost object has been deleted | |
| EDIT_SALES_COST_OBJECTIVE | NULL or sales cost object | Call up input window for sales cost object | |
| EXPORT_SALES_COST_OBJECTIVE_BALANCE | |||
| GET_SALES_COST_OBJECTIVE | |||
| LIMIT_SET | |||
| LOAD_SALES_COST_OBJECTIVE | Import sales cost objective |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| SALES_COST_OBJECTIVE_CHANGED | Sales cost object | Sales cost object has been changed | |
| SALES_COST_OBJECTIVE_CREATED | Sales cost object | Sales cost object was created | |
| SALES_COST_OBJECTIVE_DELETED | Sales cost object | Sales cost object has been deleted | |
| SALES_COST_OBJECTIVE_SELECTED | Sales cost object, receiver | Sales cost object was selected | |
| EDIT_SALES_COST_OBJECTIVE | NULL or sales cost object | Call up the input window for sales cost objects | Sales cost object editing app |
| EDIT_PROCEEDINGS | NULL or operation object | Call up the input window for operations | Process Editing Module |
| EDIT_VALIDITY_BY_DATE | |||
| LIST_SALES_COST_OBJECTIVE | Call up list window for cost units | Sales cost object list app | |
| SELECT_COSTS_BALANCES | |||
| SET_LIMIT | |||
| SHOW_PREVIEW | Widget | Print Preview | Print Preview |
Sales cost object list app
Module name
salesCostObjectiveList.app
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 | Parameter | Function | Security |
|---|---|---|---|
| SALES_COST_OBJECTIVE_CHANGED | Sales cost object | Sales cost object has been changed | |
| SALES_COST_OBJECTIVE_CREATED | Sales cost objective | Sales cost object was created | |
| SALES_COST_OBJECTIVE_DELETED | Sales cost objective | Sales cost object has been deleted | |
| LIMIT_SET | |||
| LIST_SALES_COST_OBJECTIVE | NULL or collection of sales cost objects | Call up list window for sales cost objectives |
| Message | Parameters | Function | Receive module |
|---|---|---|---|
| EDIT_SALES_COST_OBJECTIVE | NULL or sales cost object | Call up input window for sales cost objects | Sales cost object editing app |
| SET_LIMIT |
Sales cost carrier selection app
Module name
salesCostObjectiveSelect.app
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 |
|---|---|---|---|
| SALES_COST_OBJECTIVE_CHANGED | Sales cost object | Sales cost object has been changed | |
| SALES_COST_OBJECTIVE_CREATED | Sales cost object | Sales cost object was created | |
| SALES_COST_OBJECTIVE_DELETED | Sales cost object | Sales cost object has been deleted | |
| LIMIT_SET | |||
| SELECT_SALES_COST_OBJECTIVE | Collection sales cost object or NULL, receiver of response. | Call up selection window for sales cost object. |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| SALES_COST_OBJECTIVE_SELECTED | Sales cost object, receiver | Sales cost object was selected | |
| EDIT_SALES_COST_OBJECTIVE | NULL or sales cost object | Call up the input window for sales cost objects | Sales cost object editing app |
| SET_LIMIT |
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