Project and overhead input invoices

This evaluation gives you an overview of the costs incurred in the company and their allocation to a project. In this context, overhead costs are all invoice items that cannot be assigned to an order and therefore do not directly affect a project.

Search

This group contains search criteria for incoming project and overhead cost invoices. The characteristics enable targeted filtering and retrieval of relevant invoice data in the context of project controlling.

Property	Description
Year	This field shows the year in which the order invoice or overhead invoice was created. It serves as an important criterion for the chronological classification and filtering of invoices in project management and controlling.
Month	Shows the month of the order invoice. This information is important for allocating and analyzing project costs over time and for monthly budget monitoring and reporting in project controlling.
Debtor	The debtor refers to the invoice recipient or client of the project. This information is important for the correct allocation and billing of project costs and for the creation of invoices and reports as part of project controlling.
Customer abbreviation	The customer abbreviation is a unique short name for the customer associated with this order invoice. It is used to quickly identify the customer as part of project management and makes it easier to assign invoices to specific customers.
Project Manager	The project manager responsible for this order invoice is recorded here. This information is important for assigning responsibilities and facilitates communication in the event of queries or decisions within the scope of project management.
Order	Here you can enter or select the order code to search for specific projects or orders. The code is used to uniquely identify an order in project management and makes it easier to assign invoices and budgets to the corresponding projects.
Document number	The document number is the unique identification number for the order invoice in project management. It is used to quickly locate and assign the document and is an important reference element for accounting and project billing.
Creditor	This field shows the name of the creditor (supplier) for the order invoice. It enables quick identification of the invoicing party and facilitates the allocation of payments as well as the analysis of supplier relationships as part of project management.
Date	This date indicates when the invoice for the project or overhead costs was created. It is important for accounting and project controlling as it records the time of invoicing and is used for the correct chronological allocation of costs and income.
Net amount [€]	This amount shows the net value of a project invoice in euros, excluding VAT or other taxes. It is crucial for recording and analyzing the actual project costs and for budget control in project management.
Subject	The subject briefly summarizes the content or purpose of the order invoice. It serves as a quick overview and makes it easier to identify and find relevant invoices in the project management context.
Cost center	The cost centre identifies the organizational unit to which the costs of this order accounting are assigned. It enables precise allocation and analysis of project costs within the company structure and is essential for project controlling and budget monitoring.
KST Designation	Displays the official name of the cost center to which the order invoice is assigned. This information is used for the precise allocation of costs and facilitates budget management and controlling in project management.
G/L account	This field shows the description of the assigned G/L account for the project invoices. It is used to more precisely identify and categorize the posted costs as part of project controlling and facilitates the correct allocation of expenses.
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.