Order items

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The "Order items" data object is used to manage individual items within a customer order in project management. It records detailed information such as prices, discounts, billing units and specific product properties for each item. This data is essential for order processing, invoicing and service recording in projects and forms the basis for the financial management and control of customer orders.

Identification

Information on the identification of the data record is stored in this info area.

Property	Description
Ordering number	Ordering number
Code	Unique number to identify an individual item within an order. The consecutive numbering enables a clear assignment and sequence of the order items, which is essential for correct processing and project management.
Item text	The detailed text for the individual order item is entered here. This description appears on the order document and is crucial for the correct identification and execution of the ordered service or product. Precise and complete input is essential for smooth project processing.
Product	Select the product that is affected by this order item.
G/L account	Select the G/L account to be used for invoicing here.
Cost center	Specify the cost center via which this order item is to be settled. The cost center is automatically transferred to the outgoing invoice item.

Price

This group includes price-related information on an order item. This includes various price types, discounts and conditions that influence the total price of the item.

Property	Description
Deviation from the list price [%]	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. The automatically determined difference between the product price and the price of the order item is calculated here in %. This is often marked as a discount.
unit	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. The unit used for this item is entered here. The unit is also shown on the outgoing invoice.
Fixed Price	Fixed Price
License price [€]	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. The automatically calculated list price for the product is displayed here. Only valid product prices are used here, taking customer-specific prices into account.
Unit price [€]	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Enter the unit price of the order item here, which multiplied by the quantity will result in the total price.
Quantity	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Enter the quantity matching the unit for the order item here. The total price will be calculated on the basis of this quantity multiplied by the unit price.
Value [€]	This value represents the net amount of an individual order item in euros. It is crucial for calculating the total value of the order and serves as the basis for budget planning and profitability analysis of the project.

Billing

This group contains characteristics that are relevant for the financial settlement of order items. This includes information on prices, discounts, taxes and other billing-relevant details.

Property	Description
Enter employee name	Specify here whether the employee name should be included in the output of performance records.
Minimum billing [h]	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Specify here the minimum value to which a proof of performance is rounded when the invoice is created.
show proof of performance?	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Select whether the invoice statements that are generated from service statements for this order should have the "Print service statement" attribute set. Only these are printed in the attachment to the invoice.
settlement type	Select here how the order item is to be billed later. Standard invoices are suggested for invoicing at the specified interval, service invoices are always suggested if there are services that have not yet been invoiced and flat-rate invoices are suggested for each invoice until the order item is set to "completed".
Release billing	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Specify here whether this order item is released for invoicing. Only items for which this feature is activated are included in the automatic invoice run.
Settlement of	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Specify when a standard settlement will start for this order item.
Settlement until	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Define until when a standard settlement should last for this order item.
Billing interval [months]	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. Obsolete feature - no longer use
Position completed	⚠️ This property will be removed in one of the next releases. Please do not use it anymore. By activating this option, the order item is marked as completed. It is no longer proposed for further invoices and assigned EANs can no longer be used for time recording.

Hourly work on internal orders (EANs)

The EANs (internal accounting numbers) used to charge the order item are displayed in this list. Additional EANs can be added via "Add EAN".

Software services

Preview of invoice items

Outgoing invoice items

Items Incoming Invoices

Items Incoming invoices

Software price calculation

Planned sub-projects

List of projects to be processed under this order item

List of delivery bills

Create EAN

Update preview for invoice items

Background check of G/L accounts and company

This function checks in the background that only the G/L accounts assigned to the selected that are assigned to the selected company are available.