FAQ:PRO/Queries-Client and project/en - Revision history

TR at 14:31, 17 November 2020

2020-11-17T14:31:17Z

TR at 14:30, 17 November 2020

2020-11-17T14:30:01Z

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2018-06-20T11:31:03Z

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2017-06-12T17:25:46Z

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2016-09-05T08:18:51Z

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TR: Created page with "* I have entered special hourly rates on a client but cannot see them on the project; why? Most probably the prices haven't been updated on the project.Go to {{pth|Base regis..."

2015-10-26T11:36:24Z

Created page with "* I have entered special hourly rates on a client but cannot see them on the project; why? Most probably the prices haven't been updated on the project.Go to {{pth|Base regis..."

TR: Created page with "*Why can I not select a certain employee as project manager? In the employee register in {{pth|Base registers/Pro/Employees}}, check the box {{kryss|Possible as project-, cli..."

2015-10-26T10:49:11Z

Created page with "*Why can I not select a certain employee as project manager? In the employee register in {{pth|Base registers/Pro/Employees}}, check the box {{kryss|Possible as project-, cli..."

TR: Created page with "*Where do I enter new codes for fees, purchases and other? In {{pth|Base registers/Pro/Fee codes}}, {{pth|Base registers/Pro/Purchase codes}}and in {{pth|Base registers/Pro/O..."

2015-10-26T10:46:22Z

Created page with "*Where do I enter new codes for fees, purchases and other? In {{pth|Base registers/Pro/Fee codes}}, {{pth|Base registers/Pro/Purchase codes}}and in {{pth|Base registers/Pro/O..."

TR: Created page with "*Where do I enter special hourly rates? In {{pth|Base registers/Pro/Client and project}}, tab Price Fee. The price list can be connected to the client or project in the Price..."

2015-10-26T10:43:53Z

Created page with "*Where do I enter special hourly rates? In {{pth|Base registers/Pro/Client and project}}, tab Price Fee. The price list can be connected to the client or project in the Price..."

TR: Created page with "*I have changed address on a client but it won't move to the projects, why? Look at the project in {{pth|Base registers/Pro/Client and project}}In the tab Parameters 2, make s..."

2015-10-26T10:39:24Z

Created page with "*I have changed address on a client but it won't move to the projects, why? Look at the project in {{pth|Base registers/Pro/Client and project}}In the tab Parameters 2, make s..."

@@ Line 11: / Line 11: @@
 *How do I change ID on the client?
-Change client code in Classic 04-20-30.
+Change client code in Base registers/PA/Clients and projects, button Change client code.
 *Can I change currency on a certain project without changing it on the client?

@@ Line 8: / Line 8: @@
 *How do I change ID on a project?
-Use Classic 04-21-70. Note, that the ID you want to change to must be new. It cannot be taken by another project on the same client.
+In Base registers/PA/Client and project, use button Change project-id.Use arrow to see all alternatives. Note, that the ID you want to change to must be new. It cannot be taken by another project on the same client.
 *How do I change ID on the client?

@@ Line 4: / Line 4: @@
 }}
-*Hur ändrar man ID på projektet?
+*How do I change ID on a project?
-Använd program 04-21-70 i Classic. Observera att ID:et man byter till måste vara nytt. Det får inte vara upptaget av ett annat projekt på samma kund.
+Use Classic 04-21-70. Note, that the ID you want to change to must be new. It cannot be taken by another project on the same client.
-*Hur ändrar man ID på kunden?
+*How do I change ID on the client?
-Ändra kundkod i Classic 04-20-30.
+Change client code in Classic 04-20-30.
-*Kan en person tidrapportera med två olika timpriser?
+*Can one person report time with two different rates?

@@ Line 4: / Line 4: @@
 }}
-*How do I change ID on a project?
+*Hur ändrar man ID på projektet?
-*How do I change ID on the client?
+*Hur ändrar man ID på kunden?
-Change client code in Classic 04-20-30.
+Ändra kundkod i Classic 04-20-30.
-Yes, go to the project in {{pth|Base register/Pro/Client and project}}. In the tab Parameters 2, uncheck the box {{kryss|Synchronize project with client}}. Then change the invoicing currency in the Invoicing tab.
+Ja, gå in på projektet i {{ptn|Basregister/Pro/Kund och Projekt}}. I fliken Parametrar 2, ta bort krysset från {{kryss|Synkronisera projekt med kund}}. Ändra sedan faktureringsvalutan i fliken Fakturering.
-Yes, on the project in {{pth|Base registers/Pro/Client and project}}In the tab Parameters 2, uncheck the box {{kryss|Synchronize project with client}}.Then uncheck the box {{kryss|Time reporting}}.
+Ja, det gör man på projektet i {{ptn|Basregister/Pro/Kund och Projekt}}. I fliken Parametrar 2, ta bort krysset från {{kryss|Synkronisera projekt med kund}}. Ta sedan bort krysset från {{kryss|Marathon Tid}}.
-In {{pth|Base registers/Pro/Fee codes}}, {{pth|Base registers/Pro/Purchase codes}}and in {{pth|Base registers/Pro/Other codes}}.
+Det gör man i {{ptn|Basregister/Pro/Arvodeskoder}}, {{ptn|Basregister/Pro/Inköpskoder}} och {{ptn|Basregister/Pro/Övrigtkoder}}.
 *Varför kan jag inte lägga in avvikande timpriser?

← Older revision		Revision as of 08:18, 5 September 2016
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	* I have entered special hourly rates on a client but cannot see them on the project; why?		* I have entered special hourly rates on a client but cannot see them on the project; why?
	Most probably the prices haven't been updated on the project.Go to {{pth\|Base registers/Pro/Clients and projects}}, in the client register, tab Price fees. Click on {{btn\|Update project}}and check all the projects in the list that shall be updated with the prices. After that, all new projects will automatically get the prices.		Most probably the prices haven't been updated on the project.Go to {{pth\|Base registers/Pro/Clients and projects}}, in the client register, tab Price fees. Click on {{btn\|Update project}}and check all the projects in the list that shall be updated with the prices. After that, all new projects will automatically get the prices.
		+
		+	*Varför kan jag inte lägga in avvikande timpriser?
		+	Kunden/projektet måste ha debiteringstyp Medarbetare för att man ska kunna lägga in avvikande timpriser.
		+
		+	*Vi ska ha samma timpris på alla medarbetare, hur gör jag för att fylla i det?
		+	Om den avvikande timprislistan gäller samtliga medarbetare, anges * i medarbetarfältet.
		+
		+	*Kan en person tidrapportera med två olika timpriser?
		+	Ja, man kan registrera en medarbetare flera gånger i en avvikande timprislista. Däremot måste arvodeskoderna vara olika.
		+
		+	*Kan man justera timprislistan retroaktivt?
		+	Om man ändrar priset på en medarbetare eller på en arvodeskod så kan man justera priser genom att korrigera tider i {{pth\|Projektredovisning/Korrigering tid}}. Sök fram antal timmar så långt tillbaka som du önskar, markera och klicka på {{btn\|Massändra}}. Se till att det ligger X för Uppdatera timpris, Spara. Spara igen för att bekräfta ändringen som syns på de gula raderna.
		+
		+	*I vilken ordning hämtas timpriserna vid tidrapportering?
		+	När en medarbetare registrerar tid på ett projekt tittar systemet först och främst på om det finns ett avvikande timpris registrerat på projektet. I andra hand tar den hänsyn till eventuellt avvikande timpris på medarbetaren (på medarbetarupplägget) och allra sist väljer den medarbetarens ordinarie timpris.
		+
		+	*Jag har ändrat timpriserna på kunden, hur uppdaterar jag projektet?
		+	Klicka på knappen {{btn\|Uppdatera projekt}} och välj där projekt som ska uppdateras med de nya priserna.

← Older revision		Revision as of 11:36, 26 October 2015
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	In the employee register in {{pth\|Base registers/Pro/Employees}}, check the box {{kryss\|Possible as project-, client- or production manager}}, in the tab General.		In the employee register in {{pth\|Base registers/Pro/Employees}}, check the box {{kryss\|Possible as project-, client- or production manager}}, in the tab General.

		+	* I have entered special hourly rates on a client but cannot see them on the project; why?
−	*Jag har lagt in avvikande priser på kunden, men de syns inte på projekten?
		+	Most probably the prices haven't been updated on the project.Go to {{pth\|Base registers/Pro/Clients and projects}}, in the client register, tab Price fees. Click on {{btn\|Update project}}and check all the projects in the list that shall be updated with the prices. After that, all new projects will automatically get the prices.
−	Förmodligen är priserna inte uppdaterade på projektet. Det görs i {{ptn\|Basregister/Pro/Kunder och Projekt}} inne på kunden, i fliken Pris arvode. Tryck på {{btn\|Uppdatera projekt}} och kryssa i de projekt i listan som ska uppdateras med priserna. Alla nya projekt kommer därefter automatiskt att få denna prislista.

← Older revision		Revision as of 10:49, 26 October 2015
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	In {{pth\|Base registers/Pro/Fee codes}}, {{pth\|Base registers/Pro/Purchase codes}}and in {{pth\|Base registers/Pro/Other codes}}.		In {{pth\|Base registers/Pro/Fee codes}}, {{pth\|Base registers/Pro/Purchase codes}}and in {{pth\|Base registers/Pro/Other codes}}.

		+	*Why can I not select a certain employee as project manager?
−	*Jag kan inte välja en viss medarbetare som projektledare, varför?
		+	In the employee register in {{pth\|Base registers/Pro/Employees}}, check the box {{kryss\|Possible as project-, client- or production manager}}, in the tab General.
−	På medarbetaren i {{ptn\|Basregister/Pro/Medarbetare}} måste rutan {{kryss\|Möjlig som projektledare, kundansvarig, produktionsledare}} vara ikryssad, i fliken Allmänt.

	*Jag har lagt in avvikande priser på kunden, men de syns inte på projekten?		*Jag har lagt in avvikande priser på kunden, men de syns inte på projekten?

@@ Line 28: / Line 28: @@
 In {{pth|Base registers/Pro/Client and project}}, tab Price Fee. The price list can be connected to the client or project in the Price Fees-tab.
-Det gör man i {{ptn|Basregister/Pro/Arvodeskoder}}, {{ptn|Basregister/Pro/Inköpskoder}} och {{ptn|Basregister/Pro/Övrigtkoder}}.
+In {{pth|Base registers/Pro/Fee codes}}, {{pth|Base registers/Pro/Purchase codes}}and in {{pth|Base registers/Pro/Other codes}}.
 *Jag kan inte välja en viss medarbetare som projektledare, varför?

← Older revision		Revision as of 10:43, 26 October 2015
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	Look at the project in {{pth\|Base registers/Pro/Client and project}}In the tab Parameters 2, make sure that the box {{kryss\|Synchronize project with client}}is checked.		Look at the project in {{pth\|Base registers/Pro/Client and project}}In the tab Parameters 2, make sure that the box {{kryss\|Synchronize project with client}}is checked.

		+	*Where do I enter special hourly rates?
−	*Var lägger man in avvikande timpriser?
		+	In {{pth\|Base registers/Pro/Client and project}}, tab Price Fee. The price list can be connected to the client or project in the Price Fees-tab.
−	Det gör man på kunden eller projektet i {{ptn\|Basregister/Pro/Kund och Projekt}}, fliken Pris arvode. Alternativt i {{ptn\|Basregister/Pro/Avvikande timpriser}}. Denna prislista kan kopplas till kunden eller projektet i fliken Pris arvode.

	*Var lägger man upp nya arvode/inköp/övrigt koder?		*Var lägger man upp nya arvode/inköp/övrigt koder?

← Older revision		Revision as of 10:39, 26 October 2015
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	Yes, on the project in {{pth\|Base registers/Pro/Client and project}}In the tab Parameters 2, uncheck the box {{kryss\|Synchronize project with client}}.Then uncheck the box {{kryss\|Time reporting}}.		Yes, on the project in {{pth\|Base registers/Pro/Client and project}}In the tab Parameters 2, uncheck the box {{kryss\|Synchronize project with client}}.Then uncheck the box {{kryss\|Time reporting}}.

		+	*I have changed address on a client but it won't move to the projects, why?
−	*Vi har ändrat adress på en kund men adressen vill inte flytta med till projekten. Varför?
		+	Look at the project in {{pth\|Base registers/Pro/Client and project}}In the tab Parameters 2, make sure that the box {{kryss\|Synchronize project with client}}is checked.
−	Titta på projektet i {{ptn\|Basregister/Pro/Kund och Projekt}}, fliken Parametrar 2. Rutan {{kryss\|Synkronisera projekt med kund}} måste vara ikryssad för att adressändring på kunden ska gå igenom på projektet.

	*Var lägger man in avvikande timpriser?		*Var lägger man in avvikande timpriser?