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All performance records

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IC11648

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This list evaluation provides an overview of all benefits (up to three years retrospectively)


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The content of the list evaluation is displayed in this area.
PropertyDescription
IssueSpecification of the QM.
DateSpecification of the date of the service (DD.MM.YYYY).
DebtorNameSpecification of the debtor.
Customer abbreviationThis field contains the unique abbreviation for identifying a customer in project management. It serves as a search criterion and makes it easier to quickly assign performance records to specific customers.
Project ManagerThis field indicates whether the person is the project manager for the selected project. Project managers have extended rights and responsibilities in project management, including the monitoring of budgets and resources.
Internal orderSpecification of the EAN.
DesignationSpecification of the name of the internal order for this service
EmployeesIndication of the employee who provided the service.
hours [h]Indication of hours worked.
Service textSpecification of the invoice description.
Value SK net [€]This value represents the net amount in euros for the cost of services provided as part of the project. It serves as an important key figure for cost analysis and budget control in project management and enables the actual project costs excluding VAT to be recorded accurately.
Net sales value [€]Indication of the net value of the service in euros in sales.
CategorySpecification of the category of the internal order
Order numberSpecification of the order number.
Order textSpecification of the order text.
PositionThis number indicates the position of the order or service within a project. It helps to structure and clearly identify individual order components as part of project management.
Release billingIndicates whether the billing for this service record has been released. The release is required to include the service record in the project billing and ensures that all recorded times and services are correct and can be billed.
DescriptionThis field contains a detailed description of the performance record as part of project management. It is used to precisely document the services provided and supports the effective tracking and budget management of complex projects.
EmployerDisplays the name of the company or organization for which the employee works and has provided the services. This information is important for the correct allocation and billing of project times and for reporting as part of project management.
Outgoing invoiceIndication of the number of the outgoing invoice for which this service was invoiced.
Cost centerThe cost centre identifies the organizational unit to which the recorded services are assigned. It enables the precise allocation of expenses and costs within project management and is crucial for the correct billing and budgeting of projects.
QualificationThe qualification describes the professional competence or specialization of an employee in the project. It serves as the basis for assigning tasks and calculating the hourly rate when recording services.
YearThis field shows the year for which the performance records were recorded in project management. It serves as an important filter criterion when searching for and evaluating project data in order to narrow down and analyze services and budgets over time.
Hourly rate UKThis hourly rate represents the sales price per working hour in project management. It is used for the calculation of project budgets and the preparation of offers and is decisive for the profitability of the project.
MonthThis field shows the month for which the performance records were entered in project management. It enables project activities to be classified and filtered by time, which is important for controlling and budget planning.
ClientThe 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.

Excel export

This area displays additional fields that can be used via the export to Excel.
PropertyDescription
Proof of performance IDSpecification of the ID of the proof of performance.
Debtor numberSpecification of the debtor number.
Time fromThis time stamp marks the start of a recorded service or activity in the context of project management. It is important for accurate time recording and billing of project work as well as for analyzing the use of resources.
EAN IDSpecification of the EAN-ID.
Partial service IDSpecification of the ID of the partial service.
Partial performanceSpecification of the partial performance.
Time untilThis field shows the end time of a recorded service or activity as part of project management. It is important for accurate time recording and billing of project work and for analyzing the use of resources.
Proof of performance Hours IDSpecification of the ID of the hours of the performance record.
Cost center Designation⚠️ This property will be removed in one of the next releases. Please do not use it anymore.

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Hourly rate SKThis hourly rate in Swiss francs (SK) is used to calculate the project costs. It reflects the agreed hourly rate for the respective activity and is an important factor for budget planning and invoicing of project services.
Outgoing invoice IDSpecification of the ID of the outgoing invoice.
Debtor nameSpecification of the debtor name.
Order IDSpecification of the order ID.
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