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.
List
This group contains characteristics that represent a list or enumeration of elements in the context of a planning offer. It enables the structured recording and management of several related pieces of information within the offer.
| 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. |
Export
Contains additional properties for export to external systems or file formats.
| Property | Description |
| to | End date of the performance period up to which the pro rata distribution of the plan values takes place. |
| from | Start date of the performance period from which the pro rata distribution of the plan values takes place. |
| account category | G/L account category for the classification of plan values (e.g. revenues, costs). |
| Date / Month | Date value to represent the month for which the pro rata plan value was calculated (typically the first day of the month). |
Link IDs
Contains unique identifiers for system-wide identification and linking of records. Enables navigation between related data.
| Property | Description |
| Internal ID (G/L account) | Technical ID of the G/L account for system-side links and direct access to the G/L account. |
| Internal ID (offer) | Technical ID of the assigned offer for system-side links and evaluations. |
