Plan Revenue Information

Explanation

Use this activity to add or modify revenue information related to the planned services. Revenue information can be modified in Work Task/Planning tab. Invoice Price of each unit, Quantity to be invoiced and the invoice type can be defined for the planning lines.

For manual External and Expense planning records it is possible to define a Cost Category so that the sales part connected to it will be inherited to the planning record. For cost types Personnel and Tool/Equipment the Time Type can be modified in the Work Task/Resources/Demands tab so that the sales part connected to the time type will be inherited automatically.

Further planning lines with cost type Fixed Price can be added manually. These can be modified so that the invoicing of the entire work done on the task will be handled through it.

Prerequisites

System Effects

As a result of this activity, the Planning tab displays information about work task revenue. The combination of the value in the Cost Type field, the value in the Invoice Type field, and the value in the Quantity to Invoice field, decides if the row is to be invoiced and what information the invoice line will contain.

Window

Work Task
Prepare Work Order
Report In Work Order

Work Order Structure

Related Window Descriptions

Work Task
Prepare Work Order
Report In Work Order
Work Order Structure

Procedure

Modify Revenue Information

  1. Open the Work Task or the Work Tasks window, alternatively select the Work Tasks tab in the Prepare Work Order , Report In Work Order or the Work Order Structure window.
  2. Query the work order and then select the appropriate work task. (F3).
  3. Select the Planning tab.
  4. Select an existing record and modify values in Sales Part Number, Qty to Invoice and Invoice Type fields, if appropriate.
  5. Save the information.

Add Revenue Information

  1. Open the Work Task or the Work Tasks window, alternatively select the Work Tasks tab in the Prepare Work Order , Report In Work Order or the Work Order Structure window.
  2. Query the work order and then select the appropriate work task. (F3).
  3. Select the Planning tab.
  4. Enter a new record and select Fixed Price in Cost Type field.
  5. Add information for Sales Part Number, Qty to Invoice and Invoice Type fields, if appropriate.
  6. Save the information.

Due to the different type of work that can be included in the work task, one or several cost types are automatically displayed in the Planning tab. The cost types that can be automatically displayed are Personnel, Tool/Equipment, Materials, and External.  The following table shows the possibilities you have to combine a value in the Cost Type field and a value in the Invoice Type field. The combination decides what is to be invoiced.

  As Reported Min Qty *) Max Qty *) Fixed Line
Personnel x x x  
Materials x x x  
External x x x  
Expenses x x x  
Fixed Price   x x x