User Tools
en:gui5:handbuch:kapitel_2:2.4.01_angebot
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_2:2.4.01_angebot [2021/06/11 13:06] alexandra |
en:gui5:handbuch:kapitel_2:2.4.01_angebot [2021/12/09 11:51] (current) alexandra [Misc] |
||
|---|---|---|---|
| Line 13: | Line 13: | ||
| * **Basic Information:** | * **Basic Information:** | ||
| - | * **Description:** This numeric field assigns the quotation header a unique identification number which is automatically proposed by the system. | + | * **Number:** This numeric field assigns the quotation header a unique identification number which is automatically proposed by the system. |
| * **Status:** This field is determined by the system and indicates the status of the quotation based on the actions performed using the Action function. When a new offer is created, it automatically receives the status "No offer", when the offer is transferred, it receives the status "Offer accepted" and after cancellation, it receives the status "Offer cancelled". | * **Status:** This field is determined by the system and indicates the status of the quotation based on the actions performed using the Action function. When a new offer is created, it automatically receives the status "No offer", when the offer is transferred, it receives the status "Offer accepted" and after cancellation, it receives the status "Offer cancelled". | ||
| + | * **Company:** This field shows the company to which the offer was made. | ||
| + | * **Contact Person:** This field shows the contact person of the company. | ||
| * **Project:** In this field the project is selected for which a quotation is to be created. Projects can be defined and changed in the Project mask. An offer can only be created for an external project. | * **Project:** In this field the project is selected for which a quotation is to be created. Projects can be defined and changed in the Project mask. An offer can only be created for an external project. | ||
| + | * **Service Period (From/To):** These fields indicate the service interval for the offer. | ||
| * **Net Amount:** In this field, the net amount of the offer items is automatically entered by the system. | * **Net Amount:** In this field, the net amount of the offer items is automatically entered by the system. | ||
| - | * **Sales Taxes:** In this field, the sales tax valid for this offer is entered from the selection menu. By default, this field defaults to the tax rate valid in the country assigned in the Configuration screen. The VAT can be defined and modified in the sales tax mask. | + | * **VAT:** In this field, the sales tax valid for this offer is entered from the selection menu. By default, this field defaults to the tax rate valid in the country assigned in the Configuration screen. The VAT can be defined and modified in the sales tax mask. |
| - | * **Gross:** In this field, the system automatically enters the gross amount of the quotation items. | + | * **Gross Amount:** In this field, the system automatically enters the gross amount of the quotation items. |
| - | * **Offer Creator:** In this field, the person who created the offer is automatically preassigned by the system. | + | * **Created By:** In this field, the person who created the offer is automatically preassigned by the system. |
| - | * **Date:** This field indicates the date of the offer creation. The system defaults to the current date. | + | * **Date of Creation:** This field indicates the date of the offer creation. The system defaults to the current date. |
| - | * **Valid Until:** The validity date of the quotation is entered in this field. | + | * **Vat Amount:** Here you can find the VAT amount that the system automatically enters. |
| - | * **Comment:** This field can be used for comments on the offer. | + | * **Offer Valid Until:** The validity date of the quotation is entered in this field. |
| + | * **Note:** This field can be used for comments on the offer. | ||
| | | ||
| * **Description:** | * **Description:** | ||
| - | * **Cover Letter:** In this field, a short description of the offer can be used. | + | * **Cover Letter:** In this field, a short description of the offer can be used. |
| * **Positions:** This element contains a list of all assigned quotation positions. | * **Positions:** This element contains a list of all assigned quotation positions. | ||
| Line 34: | Line 38: | ||
| * **Format:** | * **Format:** | ||
| - | * **Grouping Options:** In this selection field you can define the grouping of the offer according to the following (Grouping by employee, activity, subproject, task, task and employee, task and employee list, not grouped and summary row top project. | + | * **Grouping Option:** In this selection field you can define the grouping of the offer according to the following (Grouping by employee, activity, subproject, task, task and employee, task and employee list, not grouped and summary row top project. |
| * **Output Format:** This field is used to format the output. | * **Output Format:** This field is used to format the output. | ||
| - | * **Technical Settings & Details** | + | * **Technical Details** |
| - | * **int. Number:** In this field, the number (INT) of the quotation is automatically stored by the system. | + | * **InternalNo.:** In this field, the number (INT) of the quotation is automatically stored by the system. |
| * **Original Offer:** This document link may link to the old "cancelled" offer if the action "Create new offer from cancellation" was used. | * **Original Offer:** This document link may link to the old "cancelled" offer if the action "Create new offer from cancellation" was used. | ||
| - | * **Own Company Bank Details:** The bank details of your own company are documented here. | + | * **Bank:** The bank details of your own company are documented here. |
| - | * **Exchange Rate:** In this field the exchange rate to the local currency is defined. The exchange rate is preassigned by the system and can be changed if necessary. | + | * **Rate:** In this field the exchange rate to the local currency is defined. The exchange rate is preassigned by the system and can be changed if necessary. |
| * **Discount:** This field is used as a default if a discount item is to be created. The discount can be stored in the customer (document category sales activity), is then inherited by the customer's projects and is transferred when the invoice is issued. | * **Discount:** This field is used as a default if a discount item is to be created. The discount can be stored in the customer (document category sales activity), is then inherited by the customer's projects and is transferred when the invoice is issued. | ||
| + | |||
| + | * **Revision:** These fields show revision-proof information that cannot be changed. | ||
| + | * **OriginalOfferCreator:** Here you can find the person, that created the original offer. | ||
| + | * **OriginalAddress:** The address to which the order is addressed to. | ||
| + | * **OriginalPostalCode:** The postal code to which the order is addressed to. | ||
| + | * **OriginalCity:** The city to which the order is addressed to. | ||
| + | |||
en/gui5/handbuch/kapitel_2/2.4.01_angebot.1623409564.txt.gz · Last modified: 2021/06/11 13:06 by alexandra
