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.
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.
Work Task
Prepare Work Order
Report In Work Order
Work Order
Structure
Work Task
Prepare Work Order
Report In Work Order
Work Order Structure
Modify Revenue Information
Add Revenue 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 |