User Tools
en:gui5:handbuch:kapitel_2:2.02.09_budget
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
en:gui5:handbuch:kapitel_2:2.02.09_budget [2020/02/24 12:59] peter [Stammblatt] |
en:gui5:handbuch:kapitel_2:2.02.09_budget [2021/12/09 15:40] (current) alexandra [General Data] |
||
|---|---|---|---|
| Line 5: | Line 5: | ||
| The mask consists of the following elements: | The mask consists of the following elements: | ||
| - | =====Master Sheet===== | + | =====General Data===== |
| - | {{:gui5:handbuch:kapitel_2:2.02.08-1.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.23.11.png?|}} |
| - | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.23.20.png?|}} | |
| - | {{:gui5:handbuch:kapitel_2:budget2.png|}} | + | |
| * **Basic Information:** | * **Basic Information:** | ||
| - | * **Number:** Im Feld Nummer wird vom System eine eindeutige Nummer für den Budgetposten vergeben. Das Feld Nummer ist auch nach Anlage editierbar. | + | * **Number:** The system assigns a unique number for the budget item in the Number field. The Number field can also be edited after creation. |
| - | * **Bezeichnung:** Dieses Feld kennzeichnet die Bezeichnung des Budgetpostens. | + | * **Description:** This field indicates the name of the budget item. |
| - | * **int. Budget:** Dieses Feld definiert das interne Budget (also die Kostenvorgabe) für den ausgewählten Budgetposten. Diese internen Budgets gehen in die internen Plankosten des Projektes ein. | + | * **Budget (internal):** This field defines the internal budget (that is, the cost specification) for the selected budget item. These internal budgets are included in the internal planned costs of the project. |
| - | * **Zuschlag:** Dieses Feld ermöglicht die Erfassung eines Zuschlags für das Budget. Wenn der Zuschlag hinterlegt ist, bestimmt das System aus den internen Budget und Zuschlag das externe Budget. | + | * **Surcharge:** This field allows you to enter an additional amount for the budget. If the overhead is defined, the system determines the external budget from the internal budget and overhead. |
| - | * **externes Budget:** Dieses Feld definiert das externe Budget (also die Beträge, die projektbezogen weiterbelastet werden sollen) für den ausgewählten Budgetposten. Diese externen Budgets gehen in die Plan-Erlöse des Projektes ein und können in das Angebot übernommen werden. | + | * **Budget (external):** This field defines the external budget (that is, the amounts that are to be charged on for the project) for the selected budget item. These external budgets are included in the planned revenues for the project and can be transferred to the offer. |
| - | * **Budgetdifferenz:** Dieses Feld berechnet die Differenz zwischen internen und externen Budget. | + | * **Budget Difference:** This field calculates the difference between internal and external budget. |
| - | * **Nettobetrag Istkosten:** Falls in den Kostenerfassungen dieses Budget zugeordnet ist, werden im Budget diese istkosten angezeigt. | + | * **Actual Costs Net:** If this budget is assigned in the cost entries, these actual costs are displayed in the budget. |
| - | * **Zeitspanne (von/bis):** Die Felder kennzeichnen den Beginn und das Ende für die Gültigkeit des Budgetpostens. Bei Auswahl eines Projektes werden diese Felder mit dem Beginn und Ende des zugewiesenen Projektes vorbelegt. | + | * **Period (from/to):** The fields indicate the start and end of the validity of the budget item. If a project is selected, these fields are filled with the start and end of the assigned project. |
| - | * **Kostenart:** Dieses Feld definiert die Kostenart für den definierten Budgetposten. Diese Kostenarten werden später mit den erfassten Kosten im Rahmen der Plan/Ist-Vergleiche verglichen und können in der Maske Kostenarten definiert und geändert werden. | + | * **Cost:** This field defines the cost type for the defined budget item. These cost elements are later compared with the entered costs in the plan/actual comparisons and can be defined and changed in the cost types mask. |
| - | * **Projekt:** Dieses Feld definiert das Projekt, zu dem der definierte Budgetposten gehört. Ein Budgetposten kann sowohl einem Hauptprojekt als auch einem Unterprojekt zugeordnet werden. Die Projekte können in der Maske Projekt definiert und geändert werden. | + | * **Project:** This field defines the project to which the defined budget item belongs. A budget item can be assigned to both a main project and a sub-project. The projects can be defined and changed in the project mask. |
| - | * **Produkt:** Dieses Feld ist in der Standardversion ohne Funktion. | + | * **Product:** This field is without function in the standard version. |
| - | * **Lieferant:** Dieses Feld kennzeichnet den Lieferanten für das definierte Budget. Wenn für dieses Projekt Eingangsrechnungen (Fremdrechnung) erfasst werden, gleicht das System die Beträge mit den Budget ab (und warnt bei Budget-Überschreitungen). Die Lieferanten können in der Maske Kontakt (mit der Kontaktart Lieferant) definiert und geändert werden. | + | * **Supplier:** This field identifies the supplier for the defined budget. If incoming invoices (external invoice) are entered for this project, the system compares the amounts with the budget (and warns if the budget is exceeded). The suppliers can be defined and changed in the Contact screen (with the contact type supplier). |
| - | * **Bemerkung:** Dieses Feld ermöglicht die Eingabe von Bemerkungen zum Budgetposten. | + | * **Note:** This field allows you to enter remarks about the budget item. |
| - | * **Article:** | + | * **Item:** |
| - | * **Quantity, Item:** The number and type of an external service can be entered here if the budget item refers to external services (e.g. databases, hardware, ...). After activating the green check mark, the internal and external budgets are determined by the system from the purchase and sales prices of the external service. | + | * **Number of Items (planned), Item:** The number and type of an external service can be entered here if the budget item refers to external services (e.g. databases, hardware, ...). After activating the green check mark, the internal and external budgets are determined by the system from the purchase and sales prices of the external service. |
| - | * **Master Sheet:** | + | * **Item Sales:** |
| - | * **Budget Period:** This field is without function in the standard version. | + | * **Number of Items (actually):** The sum of the item sales listed below. |
| + | * **Number of Items (Difference):** The difference between number of items (planned) and number of items (actually). | ||
| + | * **Item Sales:** The list of individual sales of the article on this budget and project. | ||
| - | =====Miscellaneous===== | + | =====Misc===== |
| - | {{:gui5:handbuch:kapitel_2:2.02.08-2.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.24.41.png?|}} |
| - | * **technical Settings & Details:** | + | * **Technical Details:** |
| - | * **int. Number:** This alphanumeric field clearly identifies the budget. This number is proposed by the system. | + | * **InternalNo.:** This alphanumeric field clearly identifies the budget. This number is proposed by the system. |
| - | * **Purchase Order Item:** This field contains a link to the purchase order item (if the budget has been adopted in the purchase order). | + | * **Offer Position:** This field contains a link to the purchase order item (if the budget has been adopted in the purchase order). |
| + | * **BudgetPeriod:** Time period in which the budget is valid. | ||
| - | * **Incoming Invoice Line Item:** This field contains a link to the incoming invoice line item (if the budget has been copied to the incoming invoice). | + | * **Incoming Invoice Positions:** This field contains a link to the incoming invoice line item (if the budget has been copied to the incoming invoice). |
| - | * **Receipt:** This field contains a link to the receipts (if the budget has been assigned in the receipt). | + | * **Receipts:** This field contains a link to the receipts (if the budget has been assigned in the receipt). |
| - | * **Travel:** This field contains a link to the trips (if the budget has been assigned in the trip). | + | * **Travels:** This field contains a link to the trips (if the budget has been assigned in the trip). |
| + | * **Invoice Lines:** Related invoices for this budget. | ||
| | | ||
en/gui5/handbuch/kapitel_2/2.02.09_budget.1582545551.txt.gz · Last modified: 2020/02/24 12:59 by peter
