Open orders

Overview list of open project orders in the system. The overview contains the orders that are still open and for which the order number has not yet been fully settled.

Search

This group contains search criteria and filters for open orders. It enables users to find and narrow down specific orders using various parameters such as order number, customer or status.

Property	Description
Year	The year to which the open order refers. It serves as an important criterion for the chronological classification and filtering of project orders as part of project management and budget planning.
Month	The month indicates the period within a year for which the open orders are recorded in project management. This information is important for the chronological classification and analysis of the order situation as part of project controlling.
Client Manager (internal)	This field shows the internal customer manager who is responsible for project management and budget management. It is used to quickly identify the contact person responsible for complex projects as part of project management.
Debtor	The customer is the client or customer for whom the project is being carried out. This field enables the quick identification and filtering of open orders according to the associated business partner as part of project management.
Customer abbreviation	The customer abbreviation is a unique abbreviation for quick identification of the customer in the context of project management. It serves as a reference for the assignment of orders and facilitates efficient searching and filtering in lists of open orders.
Order	Displays the unique identification number of the order. This number enables orders to be quickly assigned and tracked in project management and is crucial for linking to other project-relevant information.
Order item	The order item is the sequential number of an individual item within a project order. It is used to clearly identify and assign partial services or work packages as part of project management and facilitates the detailed planning, monitoring and billing of project activities.
Settlement type	The billing type determines how the services and costs for this order are billed. It determines the calculation method and directly influences invoicing and project controlling.
Order amount [€]	The order total shows the total amount of an open order in euros. It is an important indicator of the financial scope of the project and serves as a basis for budget planning, resource allocation and profitability calculations in project management.
Settled [€]	This amount shows the invoiced value of the open order in euros. It is used to monitor the progress of the project and to control the financial settlement as part of project management.
Open [€]	Difference between order total and invoiced services, whereby exceeded orders no longer have open items but are valued at € 0.
Balance [€]	Difference between order amount and invoiced services
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.