Planning offers

Time-defined planned values from quotations for financial planning. See at a glance which sales from quotations are planned in which month and on which G/L account. The quotation values are distributed proportionally over the months according to the performance period so that you receive realistic monthly planning and can design your financial planning on the basis of expected orders.

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Time-defined plan values from quotations with monthly breakdown by G/L accounts, customers and responsible persons to control your financial planning.

Property	Description
Year	financial year to which the pro rata plan value from the offer is allocated.
month	month in the financial year to which the pro rata plan value from the offer is allocated.
G/L account	G/L account number to which the planned value from the offer is to be posted.
G/L account name	Designation of the G/L account for better readability and faster identification of the planning item.
Pro rata monthly value	Pro rata monthly plan value from the offer in euros (net), which is automatically calculated based on the performance period.
Responsible	Person responsible for the offer to whom you can address queries about the plan value.
Customer	Customer or interested party to whom the offer is addressed.
Offer	Unique offer number for tracing the plan value back to the original offer.
Service content	Brief description of the service content from the offer for a quick overview of the planned turnover.
Debtor number	Customer's debtor number for unique identification in the accounting system.
Customer abbreviation	Short name of the customer for compact presentation in evaluations.
Total value	Total value of the offer in euros (net), which is distributed over the performance period to calculate the pro rata monthly values.