Order line fields
Field | Description | ||
|---|---|---|---|
General | |||
Order | The number and description of the corresponding order are displayed. | ||
Item group | Specify the item group from which items can be ordered. The required item group can be selected from a pick list. | ||
Purchase item | Specify the item to be ordered. If the Item group field is populated first, the only items shown are the items from the selected item group.
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Number | Allocate a number to the order line. | ||
Description | Enter a description for the order line. | ||
Finalized? | When the ordered product has been handed over to the requestor, the back-office can set this field to Yes. | ||
Order quantity | Specify the order quantity, for example 5 if you want to order five boxes or 1 if you want to order one dozen. The order quantity may vary from the actual number of items you wish to order. | ||
Product unit | Specify the unit of measurement for the items to be ordered, for example pieces, meters, boxes, dozen or pallets. | ||
Standard cost type | Select a standard cost type for the item. | ||
Standard cost category | Select a standard cost category for the item. | ||
Discount / Surcharge % | Enter a value to specify whether a discount or surcharge applies. A discount is indicated by a negative value and a surcharge by a positive value. For example, a 20% discount is specified by entering –20, a 10% surcharge is specified by entering 10. The minimum value is -100.00. There is no limitation on the maximum value. | ||
Tax tariff / VAT rate | Select the applicable tax / VAT tariff from the list. | ||
Total costs excl. tax / VAT | This calculation field shows the total amount of the order line, excluding tax / VAT. The calculation is: Quantity * (100 + Discount/Surcharge %) * Price excl. tax/VAT / 100 | ||
Total costs incl. tax / VAT | A calculation field showing the total amount including tax / VAT. The formula for the calculation is: amount excluding VAT + VAT. | ||
Reported back? | Specify whether or not the order delivery is reported back. | ||
Expected costs from activity definition | If the order line belongs to a maintenance order, this read-only field shows the type of expected costs on which the order line is based: additional costs, material costs or labor hours costs. For more information on maintenance orders, refer to Working with Maintenance orders in Work Orders . | ||
Labor costs including tax / VAT | A read-only calculation field containing the total amount of labor costs including tax / VAT: labor costs excluding VAT + VAT. | ||
Service Provider fields | |||
Material type | The material type is retrieved from the product in the order line. You can also select a material type from the list. The material type describes the type of material to which a material term applies. | ||
Vendor catalog price | Enter the original price of the article specified in the vendor's product catalog. This field is automatically populated if you select a purchase item on the order line. | ||
Product | If you use Planon's product unit pricing feature to calculate your material-based order revenues (instead of the terms for materials), the value in this field is relevant. It is a reference to the product whose (contractual) unit price must be used in material-based revenue calculations when you're creating order revenues, customer quotation lines and revenue estimation lines.
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