Enter the invoice items/partial services for your outgoing invoices here.
WorkflowListConnectRecordRights
This function ensures that the contents of the form are assigned the same rights for the
active user are assigned the same rights as in the user's
user's main form. At the same time, new entries can only be entered from
the appropriate list connect of the main form.
identification
In this info area you will find information that can be used to identify the data record. This is usually the code and the name, together with other important information.
Scope of services
This characteristic group includes information on the scope of the partial services provided or invoice items in the outgoing area. It describes the type, quantity and specifications of the invoiced services.
| Property | Description |
| Unit | Free text input of the unit. If "percent" or "%" is entered, the invoice will display the value * 100, i.e. 0.015 with the unit % will be displayed as 1.5 % on the outgoing invoice. |
| KetDescription | KetDescription |
| KetInvoiceText | KetInvoiceText |
Details
This group contains detailed information on individual invoice items for partial outgoing services. It contains specific characteristics that are relevant for the precise description and invoicing of the services provided.
| Property | Description |
| Revenue account | Select the revenue account to which the revenue from this partial service is to be posted. The correct allocation is crucial for accurate accounting and profit calculation. The selected account determines how the revenue is recorded in the financial accounting and reported in the annual financial statements. |
| Cost center ID | Cost center ID |
Delimitation
These characteristics are used to delimit and differentiate between partial services or invoice items in the outgoing area. They enable precise allocation and categorization of the individual items.
| Property | Description |
| AccrualNumberofmonths | AccrualNumberofmonths |
| AccrualMonthID | AccrualMonthID |
Accrual months
Accrual months
See also: Delimitation
Amounts
The amount of the partial service/invoice item is stored in this area. First enter the quantity and the net unit price of the partial service/invoice item. The total amount is calculated automatically. You can also enter a VAT rate and a discount deduction. The remaining amounts are automatically calculated and stored according to this information.
Export SAP
This characteristic group contains attributes that are relevant for the export of partial services and invoice items to SAP systems. It includes specific data fields that are required for correct transfer and processing in SAP.
| Property | Description |
| Cost centerRecipientID | Cost centerRecipientID |
| FibuCode | This code is used to enter the financial accounting code required for posting partial services in SAP. It enables the correct allocation and processing of posting transactions in the SAP system and is therefore essential for exporting data to SAP Financial Accounting. |
Project order
This group includes characteristics that describe the project order for a partial service or invoice item in the outbox. It contains information on the assignment and identification of the associated project.
| Property | Description |
| OrderID | Select the associated project order to which this partial service is to be assigned. This assignment is important for correct invoicing and tracking of the services provided as part of the overall order. |
| Order item ID | Order item ID |
Project order Setting
Project order setting
| Property | Description |
| Proof of performancePrint | Determines whether service statements should be printed automatically for this project order. This option enables efficient documentation and billing of the services provided as part of the partial service entry for cost recording. |
Proof of invoice (services/product/licenses)
Proof of invoice (services/product/licenses)
See also: Proof of invoice
