Line items
The item list condenses the operational work of a project: It shows which items appear in which documents, which quantities are still open and what price and sales contribution they make.
Projects register positions
The item list condenses the operational work of a project: It shows which items appear in which documents, which quantities are still open and what price and sales contribution they make.
- In the position history, all positions from documents (sales, purchases) listed that are assigned to this project. This assignment can be found in the doc details (see Document > Doc Details > Project) and then applies to all items of a document. On the other hand, it is also possible to assign only individual items of a document to this project. This assignment is made via Document > Positions > Doc Edit Position > Project.
Position information
- Doc number: Number of the associated document.
- Doc date: Date of the associated document.
- Partners: Matchcode of the customer or supplier of the document.
- item: Item number of the project item.
Quantities and values
- Quantity: Total quantity of the document item.
- Quantity open: Remaining quantity not yet completed or to be continued.
- Price: Price per price unit of the item.
- Total price: Total value of the position before the project-related sales analysis.
- Sales: Sales contribution of the position determined in the view.
Work safely
First filter by document or item, compare quantity and open quantity and then check price, total price and sales in the original document.
Related topics
- For specialist users – Use individual modules safely and efficiently › Master data › Projects › Register tabs › Overview
- For specialist users – Use individual modules safely and efficiently › Master data › Projects › Register tabs › Documents
Frequently asked questions
What is the Project Positions tab used for?
The item list condenses the operational work of a project: It shows which items appear in which documents, which quantities are still open and what price and sales contribution they make.
What should I check before saving or continuing to work?
The list is an evaluation of the assigned documents. Correct the quantity, price or status in the original document and then check the updated project view.