With this evaluation, you can get an overview of the income from service orders based on the outgoing invoices that have been issued.
Search
This group contains search criteria for income from services. It enables targeted filtering and analysis of income based on specific characteristics of the services provided.
| Property | Description |
| Year | This field shows the year for which the one-off income from project management services is recorded. It serves as an important criterion for the chronological classification and analysis of income in project budgeting and controlling. |
| Month | Here you can select the month for which you want to record or view income from project management services. This time allocation is important for correct budgeting and controlling of project income. |
| Debtor | The debtor is the client or customer who makes use of the project service and makes a payment for it. This information is important for the allocation of income and correct invoicing as part of project management. |
| Customer abbreviation | The customer code is a unique abbreviation for the customer to whom this project revenue is allocated. It enables quick identification and allocation of revenue to specific customers as part of project management and controlling. |
| Project Manager | This field indicates whether the selected person is the project manager for the current project. Project managers have overall responsibility for the planning, implementation and success of the project as part of project management. |
| Document number | The document number is a unique identifier for the booking document in project management. It is used to quickly identify and allocate income from services and enables efficient searching and tracking in the controlling process. |
| Service date | The performance date indicates when a specific service or project activity was provided. It is important for allocating income over time and tracking project progress as part of project management and controlling. |
| Cost center | The cost center code that is relevant for the allocation of income from one-off services in project management is entered here. The cost center is used for internal cost accounting and enables a detailed analysis of project finances. |
| KST Designation | The name of the cost center to which the income from the service is allocated. It enables precise allocation and analysis of income as part of project controlling and thus supports effective budget planning and control. |
| Net amount [€] | This amount shows the net value of income from services in euros, excluding VAT. It is an important indicator of the financial success of a project and serves as a basis for budget calculations and profitability analyses in project management. |
| Short text | This short text serves as a concise summary of the revenue from a one-off project management service. It enables quick identification and classification of the entry when searching for and analyzing project income. |
| G/L account | The G/L account is used to allocate income from one-off services to a specific cost center in project controlling. It enables a detailed breakdown and analysis of income according to accounting categories. |
| G/L account Designation | This field shows the name of the G/L account for the selected income from services. It helps with the precise allocation and categorization of income as part of project controlling and facilitates budget planning and financial evaluation. |
| Client | The logical client is visible at this point. This is always 01 as long as the client separation has not been activated. Please refer to the help. |
Excel export
This group contains characteristics that are relevant for the export of income from services in Excel. It includes fields that are required for analyses and reports in a controlling context.
| Property | Description |
| unit | The unit indicates the unit of measurement in which the one-off income for this service is recorded. It is used for the correct interpretation and comparability of values in project controlling, especially when exporting data for further analysis. |
| unit price | The unit price indicates the standard price per unit for the service provided. This information is important for calculating project costs and revenue in project management. The value serves as a basis for budget planning and profitability analyses. |
