Difference between revisions of "WIP valuation/da"
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(Created page with "Under Job/Lager/Lagervurdering kan projektlederne åbne jobbet op og ggøre manuelle reserveringer. (Samme vy som Lagervurdering adm.)") |
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== Tillægsreservering og godkendelse af lagret == |
== Tillægsreservering og godkendelse af lagret == |
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| + | Under Job/Lager/Lagervurdering kan projektlederne åbne jobbet op og ggøre manuelle reserveringer. (Samme vy som Lagervurdering adm.) |
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| − | The project managers can open the project and make manual reservations (Frontoffice: Project/WIP valuation). The view is the same as in WIP valuation Adm. |
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After taking position on the WIP, the project manager approves the valuation. In the project list you can now see that the project I smarked with date and approver. |
After taking position on the WIP, the project manager approves the valuation. In the project list you can now see that the project I smarked with date and approver. |
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Revision as of 10:36, 19 June 2018
Contents
Fremgangsmåde Lagervurdering
- Vurderingsliste for måneden med eventuelle automatiske reserveringer skabes i Jobs/Lager/Lagervurdering Adm
- Projektlederne gør manuelle tillægsreserveringer på sine jobs og godkender lagret i Jobmodulen/Lager/Lagervurdering.
- Luk vurderingen
Indstillinger
I Basisregister/Job/Parametre/Lagervurdering kan du angive procentsatser for automatiske reserveringer.
Skab vurderingsliste
Reserveringerne skabes i Lagervurdering ved at vælge NY.
Angiv t o m hvilken periode, lagret skal vurderes, og klik på Gem. Da skabes de automatiske reserveringer ud af de automatiske procentsatser, der er angivne i parametrene. Gem.
Klik på Vurder for at skulle se og gøre yderligere manuelle reserveringer.
Markér jobbet og klik på Åbn for at reservere yderligere beløber manuelt (alt. tilbageføre/nulstille en automatisk reservering)
Tillægsreservering og godkendelse af lagret
Under Job/Lager/Lagervurdering kan projektlederne åbne jobbet op og ggøre manuelle reserveringer. (Samme vy som Lagervurdering adm.)
After taking position on the WIP, the project manager approves the valuation. In the project list you can now see that the project I smarked with date and approver.
Lock valuation
When reservations are done and all projects are approved, lock the valuation of the period in WIP valuation Adm. Select the period's valuation in the list, clock Open, check the box “Reservation locked” and thereafter Save.
The valuation list for the month will then disappear from the WIP valuation in Frontoffice. A locked valuation can thus not be edited anymore. It is, however possible to edit the valuation in WIP valuation Adm.
Printouts /Statistics
Click on Export or right-click in the valuation list and select Excel.
In Projects/Reports you can create report definitions for reservations to use in reports.
