Difference between revisions of "Project queries/da"

Revision as of 14:17, 18 February 2016

Jobforespørgsel

I startbilledet vises til venstre de kunder, som er blevet registrerede i systemet. Når du markerer en kunde, vises kundens alle jobber til højre.

Under fanen Alle jobs vises alle jobs, uanset kunde.

Kolonner i kundelisten:

Columns in the project list:

Hvis du vil se kolonnerne i en anden rækkefølge kan du drage i kolonnen med musen og slippe den på den plads, du ønsker. Klik i overskriften i den kolonne, der skal styre sorteringen.

Oprettelse af kunder og jobs

Nye kunder og jobber kan oprettes her, hvis funktionen hos jer er aktiveret (ellers er funktionen Ny lysgrå). Oprettelse kræver adgang. Notér, at der findes forskel fra firma til anden, hvilke felter der skal være med i oprettelsen. Derfor kan billedet neden være forskelligt fra jeres version. Felterne vælges i System: Basisregister/Job/Parametre ved tabellen Begreber ved joboprettelse i Kunde og Job.

Ny kunde

Klikk på NY i kundelisten. Indtast kode og klik på OK.

Vad at klikke på Kopier fra kan man hente oplysninger ind fra en allerede eksisterende kunde. I vinduet, som åbnes, hentes kunden. Husk, at hvis du har skrevet oplysninger ind, vil de blive overskrevne med den kopierede kundens oplysninger.

Oprettelse af nyt job

Marker kunden og klik Ny i job -delen.

Hvis I har en installering, således at jobnumret skal angives manuelt, begynd med at udfylde ønsket nummer. Ved automatiske jobnummer vises nummerfeltet ikke, men jobbet tildeles næste ledige nummer.

Analyse

Under fanebladet Analyse vises jobbets aktuelle status. Understregede overskrifter indebærer at der findes mere detaljeret information, du kan fordybe dig i.

For at kunne følge faktureret op, klik på kolonneoverskriften Faktureret. Nedenstående billede vises da.

I billedet vises information om hvilke fakturaer, der udgør beløbene samt hvad fakturaerne afser. Klik på fakturanumrene til venstre for at se, hvilke poster fakturaen baseres på samt anvisningen fra fakturafanebladet. Klik på arket til højre for fakturaoplysningerne for at se, hvordan fakturaen ser ud i Pdf format.Videre kan du se, at fakturaerne oven er forfaldne, eftersom de har en rød markering i kolonnen Forf.

Basisoplysninger

This tab shows all project information entered at the time of registration or transferred from the client. If you want to change something, click Edit. The window is the same as when entering a new project. If nothing is registered on the project you can, if you want, delete it.

Autoriserede

Under fanebladet Autoriserede vises projektledere for det aktuelle job, og kundeansvarlig for kunden. Derefter vises hvilke medarbejdere som har adgang til jobbet.

Pris

I fanebladet Pris vises hvordan jobbet er blevet prissat med opdeling på honorar, indkøb og øvrigt.

Hvis jobbet har fast pris så synes det øverst i hver kategori.

Derefter synes eventuelle afvigelser fra medarbejdernes ordinære timepriser. Afvigende timepriser kan ikke ændres i dette billede, det gøres i Backoffice. Ved brug af afvigende priser anvendes en prioritetsorden for at bestemme gældende pris. ****/**** betyder alle medarbejdere henholdsvis alle honorarskoder.

Eksempelet oven viser at alle medarbejdere koster 1 500 kr på alle koder undtaget Carl Eriksson, som koster 1 200 i normale fald, men lige på koden Informationsinsamling koster han 1 000.

Hvis parameterindstillingen "Pris pr. arbejdskode" bruges i stedet for "Pris pr. medarbejder", vil ikke de afvigende timepriser fungere. Da står det kun ”timeprisen hentes fra kode”

Ved indkøb findes bestemte tillæg pr. kode for forskellige sorter af indkøb, som bruges for at regne prisen ud til kunde.For øvrigt hentes priserne fra de forskellige øvrigtkodene.

Budget

Under fanebladet Budget oprettes jobbets budget/budgetter. Budgetfanebladet bruges for tilbud.

Klik Ny for at oprette et nyt budget. Budgettet har et separat faneblad for Honorar, Indkøb, Øvrigt og Tekst og valuta. Ved registrering af budgettet findes der ingen direktiver om hvad som skal indgå eller ikke; budgettet kan oprettes på ønsket detaljeniveau.

Write headings and texts in Text & currency. If you want some text to be printed out after the estimated values, write it in the field Estimate text After.

When the estimate is saved, you can print it out. There are a few printout selections to do

Fee

The fee tab has two “sub-tabs”; Reconciliation and Resource planning.The reconciliation module is the same that is shown in Time reporting. You can follow the employees’ reported hours either per project or total.

The resource planning tab shows how the time has been planned in Projects: Resource planning. You can select a period and sort the list per employee, code or date.

Purchases

This tab contains both Quotation queries and Purchase orders. Quotation queries can be sent to suppliers and later be used as a framework for purchase orders. Purchase orders may be created directly from the query, or from the Purchase order tab.

Create a new query. Click NEW.

Creating a purchase order for a purchase facilitates the work of the accounting department and approvers, as it is possible to match the purchase order with the invoice later.

If the box "Only active" is checked, the list shows only those purchase orders that have not yet been matched with an invoice. Select a line and click Open in order to see more details about a specific order.

All of the company’s queries and purchase orders are shown in Accounting: Suppliers' invoices.

Printout tab

You can print out project status in this tab. Start with Printout. If you click Save selection, your selection will be saved and suggested to you next time you are in the program. Note that only updated hours are shown in the printout.

Invoicing

Determine in this tab what to invoice and the appearance of the invoice. There are different ways of preparing an invoice. Here is three methods.

1. New invoice – only text

Prepare the invoice text in Projects: Queries. The actual invoicing is later performed by the accounting department, who is using the text that is prepared and the instructions that have been given. Select New to create an invoice. You can create several invoices on one project.

Text

Create text in the Text tab.

The suggestion can be changed. You can add own rows and subtotals and write a new text and amounts. Down right you can see a summary of the amounts and possible pre-invoices waiting for deduction.

2. New invoice – text and content

Prepare invoice text and content in Projects: Queries. The actual invoicing is later performed by the accounting department. Select New to create an invoice. You can create several invoices on one project.

Create text by following instructions in the chapter above (1. New invoice- only text).

Create content; please request a separate invoicing manual for instructions.

3. New invoice – collective invoice

Collective invoicing means invoicing several projects for a client on the same invoice. It is requested that:

• The projects have the same client code

• The projects have the same client number

• Collective invoicing is allowed on the projects.

• That the projects have the same invoicing currency at the time of printout.

Open one of the invoices and select Invoice Type: Collective Invoice. Go to the tab Collective Invoice and fetch all the projects that shall be included, also the one you currently have open. In the Content tab you now see the WIP from all projects. Select what to invoice.

Invoice client

If the project has another invoicing address than the client, use a invoicing client on it. Fetch invoice client from the tab Parameters.

Notes

You can gather all notes about the project in this tab so that all colleagues can read it and also fill in their notes. A note is automatically marked with name and time.

If you want to write a note, click New to open a box, fill in heading and the note - you can also copy from a previous note, then Save.

Documents

Here you can make a connection to your ordinary file server. That means that you can quickly get access to documents that are connected to the project. The files are stored in one folder per project. Contact Kalin Setterberg for more information.

Project printouts

In this module you can print out different kinds of statistics about several projects at the same time. Select projects in the left part of the screen and the information you wish to include in the right part. The right part is similar to the printout tab in the separate projects.

Reports

This is a module where you can print out and create reports. There are a few standard reports in the module but you can also create own reports. Please request separate manual fo creating reports.

Select a report and click Printout. A selection window opens.

Make the selection on the left side. The selection possibilities may vary from onereport to another. The columns are already in the report template