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en:handbuch:kapitel_2:2.4.01_angebot
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en:handbuch:kapitel_2:2.4.01_angebot [2009/10/06 12:27] 192.168.0.76 |
en:handbuch:kapitel_2:2.4.01_angebot [2019/10/25 14:11] (current) |
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| [[2.04_fakturamodul_optional|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.4.02_angebotsposition|{{|next}}]] | [[2.04_fakturamodul_optional|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.4.02_angebotsposition|{{|next}}]] | ||
| - | ====== 2.4.01 Offer ====== | + | ====== 2.04.01 Offer ====== |
| The **Offer** form implements offer preparation for a selected project or sub-project. An offer can only be prepared for external projects. This form consists of information about the offer amount, the person preparing the offer, the offer date and the corresponding offer position. | The **Offer** form implements offer preparation for a selected project or sub-project. An offer can only be prepared for external projects. This form consists of information about the offer amount, the person preparing the offer, the offer date and the corresponding offer position. | ||
| - | **Tip:** For more on this subject see chapter [[4.4.01 Offer recording]]. | + | {{:en:handbuch:kapitel_2:offer1.png|}} |
| - | + | ||
| - | {{:handbuch:kapitel_2:angebot1.gif?direct}} | + | |
| The form consists of the following elements: | The form consists of the following elements: | ||
| - | On the "Main Data" tab: | + | On the "Master Data" tab: |
| * **Offer:** This numerical field assigns a unique identification number to the offer header, which is automatically suggested from the system. | * **Offer:** This numerical field assigns a unique identification number to the offer header, which is automatically suggested from the system. | ||
| * **Description:** This alphanumerical field specifies the offer header and is used for printing the offer forms. | * **Description:** This alphanumerical field specifies the offer header and is used for printing the offer forms. | ||
| * **Project:** In this field the project is selected, for which an offer will be prepared. Projects can be defined and modified in the project form. An offer can only be prepared for an external project. | * **Project:** In this field the project is selected, for which an offer will be prepared. Projects can be defined and modified in the project form. An offer can only be prepared for an external project. | ||
| - | * **Status:** This field is determined from the system and defines the status of the offer, through the actions using the action function. After creating a new offer, this offer is designated the status "No Offer", when including the offer "Offer Included", and after cancellation, "Offer Cancelled". | + | * **Status:** This field is determined from the system and defines the status of the offer, through the actions using the action function. After creating a new offer, this offer is designated the status "No Offer", when finalising the offer "Offer Included", and after cancellation, "Offer Cancelled". |
| * **Net:** In this field the net amount of the offer position is automatically entered by the system. | * **Net:** In this field the net amount of the offer position is automatically entered by the system. | ||
| * **Value-Added Tax:** In this field the valid value-added tax for this offer is entered with the select menu. By default, this field is pre-occupied with the valid value-added tax to which the assigned country in the configuration form is effective. The value-added tax can be defined and modified in the value-added tax form. | * **Value-Added Tax:** In this field the valid value-added tax for this offer is entered with the select menu. By default, this field is pre-occupied with the valid value-added tax to which the assigned country in the configuration form is effective. The value-added tax can be defined and modified in the value-added tax form. | ||
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| * **Offer Date:** This field specifies the date of the offer preparation. By default, the current date is pre-occupied from the system. | * **Offer Date:** This field specifies the date of the offer preparation. By default, the current date is pre-occupied from the system. | ||
| * **Valid until:** This field specifies up to which date the offer is valid. | * **Valid until:** This field specifies up to which date the offer is valid. | ||
| - | * **Original Offer:** This document link links, if applicable, to the old "cancelled" offer, when the action "Create New Offer out of Cancellation" is used. | ||
| * **Offer Positions:** This element consists of a list of all assigned offer positions. | * **Offer Positions:** This element consists of a list of all assigned offer positions. | ||
| - | {{:handbuch:kapitel_2:angebot2.gif?direct}} | + | {{:en:handbuch:kapitel_2:offer2.png|}} |
| On the "Misc" tab: | On the "Misc" tab: | ||
| - | * **Discount:** This field is used as a default, when a discount position should be generated. The discount can be stored in Customer (document type contact), is inherited to the project of the customer and is included when the invoice is issued. | + | * **Discount:** This field is used as a default, when a discount position should be generated. The discount can be stored in Customer (document type contact), is inherited to the project of the customer and is included when the invoice is issued. |
| - | * **Project Surcharge Sum:** This field is taken from the calculation of the project ("Budget" tab) and is compiled from the three stored surscharges. These surcharges can be used for additional charging to the offer. | + | * **Original Offer:** This document link links, if applicable, to the old "cancelled" offer, when the action "Create New Offer out of Cancellation" is used. |
| + | * **Project Surcharge Sum:** This field is taken from the calculation of the project ("Budget" tab) and is compiled from the three stored surcharges. These surcharges can be used for additional charging to the offer. | ||
| * **Rate:** In this field the rate for the local currency is defined here. The rate is preselected from the system and can be modified for the appropriate general conditions. | * **Rate:** In this field the rate for the local currency is defined here. The rate is preselected from the system and can be modified for the appropriate general conditions. | ||
| - | * **Reference:** The files corresponding to the offer can be attached here. | + | * **Reference:** The files corresponding to the offer can be attached here. |
| * **Offer Probability:** This field is used for storing the offer probability (regarding the offer acceptance) and can be used for the order evaluation charts. | * **Offer Probability:** This field is used for storing the offer probability (regarding the offer acceptance) and can be used for the order evaluation charts. | ||
| * **Comments:** This field is designated for comments regarding an offer. | * **Comments:** This field is designated for comments regarding an offer. | ||
en/handbuch/kapitel_2/2.4.01_angebot.1254824864.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
