Tutorial:Planning turnover on monthly basis - Revision history

Admin at 09:37, 28 January 2013

2013-01-28T09:37:41Z

← Older revision		Revision as of 10:37, 28 January 2013
Line 7:		Line 7:
	In general, you can enter your sales either in terms of quantity and price or in terms of absolute sales. The “Sales” column is an automatically calculated field (greyed out and not editable).		In general, you can enter your sales either in terms of quantity and price or in terms of absolute sales. The “Sales” column is an automatically calculated field (greyed out and not editable).

	To plan revenues for the “E-~~Bike”~~ product group:		To plan revenues for the “E-Bike Flyer” product group:

	The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.		The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.

Admin at 09:36, 28 January 2013

2013-01-28T09:36:13Z

← Older revision		Revision as of 10:36, 28 January 2013
Line 7:		Line 7:
	In general, you can enter your sales either in terms of quantity and price or in terms of absolute sales. The “Sales” column is an automatically calculated field (greyed out and not editable).		In general, you can enter your sales either in terms of quantity and price or in terms of absolute sales. The “Sales” column is an automatically calculated field (greyed out and not editable).

	To plan revenues for the “E-~~Bike KTM”~~ product group:		To plan revenues for the “E-Bike” product group:

	The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.		The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.

Admin at 09:19, 28 January 2013

2013-01-28T09:19:20Z

← Older revision		Revision as of 10:19, 28 January 2013
Line 1:		Line 1:
	To enter domestic revenues from merchandise for the year ~~2010~~ for the cost centre ~~“E-Bike KTM”~~ of the company Bike GmbH:		To enter domestic revenues from merchandise for the year 2012 for the cost centre “V1013_1 Sales” of the company Bike GmbH:

	First, you must enter the desired filter and column settings.		First, you must enter the desired filter and column settings.

Admin at 09:49, 6 March 2012

2012-03-06T09:49:36Z

← Older revision		Revision as of 10:49, 6 March 2012
Line 11:		Line 11:
	The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.		The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.

	{\| ~~style=cellspacing~~="1" ~~cellpadding~~="2" ~~border="1" width={~~{{~~breite\|100%}~~}}		{\| class="wikitable" width="100%"
	\|-		\|- {{Tabellentitel}}
	\|width="50pt" ~~style=background-color:#f6f6f6~~ \|~~'''''~~Name~~'''''~~		\|width="50pt" \|Name
	\|~~style=background-color:#f6f6f6 \|'''''~~Year~~'''''~~		\|Year
	\|~~style=background-color:#f6f6f6 \|'''''~~J~~'''''~~		\|J
	\|~~style=background-color:#f6f6f6 \|'''''~~F~~'''''~~		\|F
	\|~~style=background-color:#f6f6f6 \|'''''~~M~~'''''~~		\|M
	\|~~style=background-color:#f6f6f6 \|'''''~~A~~'''''~~		\|A
	\|~~style=background-color:#f6f6f6 \|'''''~~M~~'''''~~		\|M
	\|~~style=background-color:#f6f6f6 \|'''''~~J~~'''''~~		\|J
	\|~~style=background-color:#f6f6f6 \|'''''~~J~~'''''~~		\|J
	\|~~style=background-color:#f6f6f6 \|'''''~~A~~'''''~~		\|A
	\|~~style=background-color:#f6f6f6 \|'''''~~S~~'''''~~		\|S
	\|~~style=background-color:#f6f6f6 \|'''''~~O~~'''''~~		\|O
	\|~~style=background-color:#f6f6f6 \|'''''~~N~~'''''~~		\|N
	\|~~style=background-color:#f6f6f6 \|'''''~~D~~'''''~~		\|D
	\|~~style=background-color:#f6f6f6 \|'''''~~Price~~'''''~~		\|Price
	\|~~style=background-color:#f6f6f6 \|'''''~~Addit. sales~~'''''~~		\|Addit. sales
	\|-		\|-
	\|eRace		\|eRace

Admin at 07:45, 29 April 2010

2010-04-29T07:45:07Z

← Older revision		Revision as of 08:45, 29 April 2010
Line 138:		Line 138:
	{\| {{Bausteindesign1}}		{\| {{Bausteindesign1}}
	\|-		\|-
	\| <span style="color: darkblue;">'''Hint'''</span>  Instead of monthly data, you can also enter seasonal distributions and enter your plan data in the [[Enterprise_Edition:Planning\|yearly planning]] mask. This is recommended when your revenue for different products, profit centres, or countries are largely similar or are distributed over the year in a largely predictable way. If necessary, you can then correct these values in the monthly planning mask.		\| <span style="color: darkblue;">'''Hint'''</span>  Instead of monthly data, you can also enter seasonal distributions and enter your plan data in the [[Enterprise_Edition:Planning\|yearly planning]] mask. This is recommended when your revenue for different products, profit centres, or countries are largely similar or are distributed over the year in a largely predictable way. If necessary, you can then correct these values in the [[Enterprise_Edition:Planning\|monthly planning]] mask.
	\|}		\|}

Line 155:		Line 155:
	[[Image:EE_Revenue planning VAT.jpg\|thumb\|center]]		[[Image:EE_Revenue planning VAT.jpg\|thumb\|center]]

	You can enter any VAT rates and payment keys that you need. How to change these values to fit your requirements is explained in Example 2 ~~(Planning parameters~~: Payment keys).		You can enter any VAT rates and payment keys that you need. How to change these values to fit your requirements is explained in Example 2 [[Tutorial:Payment_keys\|Payment keys]].
	Data entry for the remaining products is performed in a similar fashion.		Data entry for the remaining products is performed in a similar fashion.

	Now the plan changes: In September 2010, you sell an additional 30 units of “Aparo 8.28” to a sports school at a unit price of €550. The filter settings (company, PC/CC, types of revenue, and time) remain unchanged.		Now the plan changes: In September 2010, you sell an additional 30 units of “Aparo 8.28” to a sports school at a unit price of €550. The filter settings (company, PC/CC, types of revenue, and time) remain unchanged.

	To enter the additional changes, you need to switch to the detail record mask.		To enter the additional changes, you need to switch to the [[Enterprise_Edition:Data_record_mask\|detail record mask]].

	{\| {{Bausteindesign2}}		{\| {{Bausteindesign2}}
Line 173:		Line 173:
	[[Image:EE_Revenue planning detail record mask.jpg\|thumb\|center]]		[[Image:EE_Revenue planning detail record mask.jpg\|thumb\|center]]

	~~The existing plan data record will be visible in the detail record mask (please refer to p. 33f.)~~

	{\| {{Bausteindesign2}}		{\| {{Bausteindesign2}}

Admin at 07:42, 29 April 2010

2010-04-29T07:42:14Z

← Older revision		Revision as of 08:42, 29 April 2010
Line 138:		Line 138:
	{\| {{Bausteindesign1}}		{\| {{Bausteindesign1}}
	\|-		\|-
	\| <span style="color: darkblue;">'''Hint'''</span>  Instead of monthly data, you can also enter seasonal distributions and enter your plan data in the yearly planning mask. This is recommended when your revenue for different products, profit centres, or countries are largely similar or are distributed over the year in a largely predictable way. If necessary, you can then correct these values in the monthly planning mask.		\| <span style="color: darkblue;">'''Hint'''</span>  Instead of monthly data, you can also enter seasonal distributions and enter your plan data in the [[Enterprise_Edition:Planning\|yearly planning]] mask. This is recommended when your revenue for different products, profit centres, or countries are largely similar or are distributed over the year in a largely predictable way. If necessary, you can then correct these values in the monthly planning mask.
	\|}		\|}

	~~For yearly and monthly planning masks, please refer to p. 77f.~~

	{\| {{Bausteindesign2}}		{\| {{Bausteindesign2}}

Admin at 07:37, 29 April 2010

2010-04-29T07:37:14Z

Admin at 07:34, 29 April 2010

2010-04-29T07:34:26Z

← Older revision		Revision as of 08:34, 29 April 2010
Line 128:		Line 128:
	\|<span style="color: darkblue">'''Input'''</span>  For the product “eRace”, you can enter all your plan data in the year 2010 (node).''		\|<span style="color: darkblue">'''Input'''</span>  For the product “eRace”, you can enter all your plan data in the year 2010 (node).''
	\|}		\|}

			[[Image:EE_Planning revenue linear.jpg\|thumb\|center]]

			For all the other products, data must be entered on a monthly basis. For greater convenience of plan data entry, it is advisable to switch the vertical and horizontal axes (see illustration).

			[[Image:EE_Planning revenue eCross.jpg\|thumb\|center]]


			{\| {{Bausteindesign1}}
			\|-
			\| <span style="color: darkblue;">'''Hint'''</span>  Instead of monthly data, you can also enter seasonal distributions and enter your plan data in the yearly planning mask. This is recommended when your revenue for different products, profit centres, or countries are largely similar or are distributed over the year in a largely predictable way. If necessary, you can then correct these values in the monthly planning mask.
			\|}

			For yearly and monthly planning masks, please refer to p. 77f.

			{\| {{Bausteindesign2}}
			\|-
			\|<span style="color: darkblue">'''Input'''</span>  The number of units (quantity) must be entered for each month. As the price in this example does not vary, it can be entered on the yearly node. It will then be automatically distributed over the months.''
			\|}

			[[Image:EE_Revenue planning price.jpg\|thumb\|center]

			The “Sales” field is automatically calculated, so that no input is required here (the field is greyed out).
			The “VAT rates” column is set to 20% by default. If necessary, you can manually change this value by clicking on a cell with the mouse. The same applies to the “Payment key” column (default = “Immediately”).

			[[Image:EE_Revenue planning VAT.jpg\|thumb\|center]

			You can enter any VAT rates and payment keys that you need. How to change these values to fit your requirements is explained in Example 2 (Planning parameters: Payment keys).
			Data entry for the remaining products is performed in a similar fashion.

			Now the plan changes: In September 2010, you sell an additional 30 units of “Aparo 8.28” to a sports school at a unit price of €550. The filter settings (company, PC/CC, types of revenue, and time) remain unchanged.

			To enter the additional changes, you need to switch to the detail record mask.

			{\| {{Bausteindesign2}}
			\|-
			\|<span style="color: darkblue">'''Input'''</span>  Left-click on the top left corner (the blue triangle) of the column where you want to make the changes. (In this example, the column is “September 2010”.)''
			\|}

			[[Image:EE_Revenue planning detail.jpg\|thumb\|center]

			The following window will open:

			[[Image:EE_Revenue planning detail record mask.jpg\|thumb\|center]

			The existing plan data record will be visible in the detail record mask (please refer to p. 33f.)

			{\| {{Bausteindesign2}}
			\|-
			\|<span style="color: darkblue">'''Input'''</span>  To create a new data record, click the “Create new record” symbol and enter your new plan data.''
			\|}

			[[Image:EE_Revenue planning Create new record.jpg\|thumb\|center]

			{\| {{Bausteindesign2}}
			\|-
			\|<span style="color: darkblue">'''Input'''</span>  To exit the detail record view, click “Close”. You will be returned to the planning mask window.''
			\|}

			__NOEDITSECTION__

			[[Category:Enterprise Edition Tutorial\|Planning turnover on monthly basis]]
			[[de:Tutorial:Planen_von_Umsatzerl%C3%B6sen_auf_Monatsbasis]]

Admin at 07:27, 29 April 2010

2010-04-29T07:27:20Z

@@ Line 114: / Line 114: @@
 |align="right"|650
 |&nbsp;
 |}

Admin at 07:26, 29 April 2010

2010-04-29T07:26:19Z

← Older revision		Revision as of 08:26, 29 April 2010
Line 10:		Line 10:

	The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.		The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.

			{\| style=cellspacing="1" cellpadding="2" border="1" width={{{breite\|100%}}}
			\|-
			\|width="50pt" style=background-color:#f6f6f6 \|'''''Name'''''
			\|style=background-color:#f6f6f6 \|'''''Year'''''
			\|style=background-color:#f6f6f6 \|'''''J'''''
			\|style=background-color:#f6f6f6 \|'''''F'''''
			\|style=background-color:#f6f6f6 \|'''''M'''''
			\|style=background-color:#f6f6f6 \|'''''A'''''
			\|style=background-color:#f6f6f6 \|'''''M'''''
			\|style=background-color:#f6f6f6 \|'''''J'''''
			\|style=background-color:#f6f6f6 \|'''''J'''''
			\|style=background-color:#f6f6f6 \|'''''A'''''
			\|style=background-color:#f6f6f6 \|'''''S'''''
			\|style=background-color:#f6f6f6 \|'''''O'''''
			\|style=background-color:#f6f6f6 \|'''''N'''''
			\|style=background-color:#f6f6f6 \|'''''D'''''
			\|style=background-color:#f6f6f6 \|'''''Price'''''
			\|style=background-color:#f6f6f6 \|'''''Addit. sales'''''
			\|-
			\|eRace
			\|align="right"\|24
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|1.500
			\|45.000 p.a
			\|-
			\|eCross
			\|align="right"\|150
			\|align="right"\|3
			\|align="right"\|4
			\|align="right"\|12
			\|align="right"\|25
			\|align="right"\|30
			\|align="right"\|25
			\|align="right"\|18
			\|align="right"\|10
			\|align="right"\|4
			\|align="right"\|5
			\|align="right"\|12
			\|align="right"\|2
			\|align="right"\|900
			\|15.000 in May
			\|-
			\|eTrail
			\|align="right"\|40
			\|align="right"\|0
			\|align="right"\|0
			\|align="right"\|3
			\|align="right"\|4
			\|align="right"\|9
			\|align="right"\|15
			\|align="right"\|4
			\|align="right"\|1
			\|align="right"\|0
			\|align="right"\|4
			\|align="right"\|0
			\|align="right"\|0
			\|align="right"\|1.300
			\|
			\|-
			\|eFun
			\|align="right"\|244
			\|align="right"\|5
			\|align="right"\|7
			\|align="right"\|23
			\|align="right"\|27
			\|align="right"\|45
			\|align="right"\|55
			\|align="right"\|42
			\|align="right"\|37
			\|align="right"\|29
			\|align="right"\|12
			\|align="right"\|13
			\|align="right"\|4
			\|align="right"\|600
			\|
			\|-
			\|Aparo 8.28
			\|align="right"\|197
			\|align="right"\|1
			\|align="right"\|4
			\|align="right"\|12
			\|align="right"\|35
			\|align="right"\|40
			\|align="right"\|34
			\|align="right"\|29
			\|align="right"\|12
			\|align="right"\|7
			\|align="right"\|16
			\|align="right"\|4
			\|align="right"\|3
			\|align="right"\|650
			\|
			\|}

← Older revision		Revision as of 08:26, 29 April 2010
Line 10:		Line 10:

	The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.		The annual and monthly columns contain numbers of units. The price is planned per unit, in Euros, excluding VAT.

			{\| style=cellspacing="1" cellpadding="2" border="1" width={{{breite\|100%}}}
			\|-
			\|width="50pt" style=background-color:#f6f6f6 \|'''''Name'''''
			\|style=background-color:#f6f6f6 \|'''''Year'''''
			\|style=background-color:#f6f6f6 \|'''''J'''''
			\|style=background-color:#f6f6f6 \|'''''F'''''
			\|style=background-color:#f6f6f6 \|'''''M'''''
			\|style=background-color:#f6f6f6 \|'''''A'''''
			\|style=background-color:#f6f6f6 \|'''''M'''''
			\|style=background-color:#f6f6f6 \|'''''J'''''
			\|style=background-color:#f6f6f6 \|'''''J'''''
			\|style=background-color:#f6f6f6 \|'''''A'''''
			\|style=background-color:#f6f6f6 \|'''''S'''''
			\|style=background-color:#f6f6f6 \|'''''O'''''
			\|style=background-color:#f6f6f6 \|'''''N'''''
			\|style=background-color:#f6f6f6 \|'''''D'''''
			\|style=background-color:#f6f6f6 \|'''''Price'''''
			\|style=background-color:#f6f6f6 \|'''''Addit. sales'''''
			\|-
			\|eRace
			\|align="right"\|24
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|2
			\|align="right"\|1.500
			\|45.000 p.a
			\|-
			\|eCross
			\|align="right"\|150
			\|align="right"\|3
			\|align="right"\|4
			\|align="right"\|12
			\|align="right"\|25
			\|align="right"\|30
			\|align="right"\|25
			\|align="right"\|18
			\|align="right"\|10
			\|align="right"\|4
			\|align="right"\|5
			\|align="right"\|12
			\|align="right"\|2
			\|align="right"\|900
			\|15.000 in May
			\|-
			\|eTrail
			\|align="right"\|40
			\|align="right"\|0
			\|align="right"\|0
			\|align="right"\|3
			\|align="right"\|4
			\|align="right"\|9
			\|align="right"\|15
			\|align="right"\|4
			\|align="right"\|1
			\|align="right"\|0
			\|align="right"\|4
			\|align="right"\|0
			\|align="right"\|0
			\|align="right"\|1.300
			\|
			\|-
			\|eFun
			\|align="right"\|244
			\|align="right"\|5
			\|align="right"\|7
			\|align="right"\|23
			\|align="right"\|27
			\|align="right"\|45
			\|align="right"\|55
			\|align="right"\|42
			\|align="right"\|37
			\|align="right"\|29
			\|align="right"\|12
			\|align="right"\|13
			\|align="right"\|4
			\|align="right"\|600
			\|
			\|-
			\|Aparo 8.28
			\|align="right"\|197
			\|align="right"\|1
			\|align="right"\|4
			\|align="right"\|12
			\|align="right"\|35
			\|align="right"\|40
			\|align="right"\|34
			\|align="right"\|29
			\|align="right"\|12
			\|align="right"\|7
			\|align="right"\|16
			\|align="right"\|4
			\|align="right"\|3
			\|align="right"\|650
			\|
			\|}

← Older revision		Revision as of 08:37, 29 April 2010
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	\|}		\|}

	[[Image:EE_Revenue planning price.jpg\|thumb\|center]		[[Image:EE_Revenue planning price.jpg\|thumb\|center]]

	The “Sales” field is automatically calculated, so that no input is required here (the field is greyed out).		The “Sales” field is automatically calculated, so that no input is required here (the field is greyed out).
	The “VAT rates” column is set to 20% by default. If necessary, you can manually change this value by clicking on a cell with the mouse. The same applies to the “Payment key” column (default = “Immediately”).		The “VAT rates” column is set to 20% by default. If necessary, you can manually change this value by clicking on a cell with the mouse. The same applies to the “Payment key” column (default = “Immediately”).

	[[Image:EE_Revenue planning VAT.jpg\|thumb\|center]		[[Image:EE_Revenue planning VAT.jpg\|thumb\|center]]

	You can enter any VAT rates and payment keys that you need. How to change these values to fit your requirements is explained in Example 2 (Planning parameters: Payment keys).		You can enter any VAT rates and payment keys that you need. How to change these values to fit your requirements is explained in Example 2 (Planning parameters: Payment keys).
Line 167:		Line 167:
	\|}		\|}

	[[Image:EE_Revenue planning detail.jpg\|thumb\|center]		[[Image:EE_Revenue planning detail.jpg\|thumb\|center]]

	The following window will open:		The following window will open:

	[[Image:EE_Revenue planning detail record mask.jpg\|thumb\|center]		[[Image:EE_Revenue planning detail record mask.jpg\|thumb\|center]]

	The existing plan data record will be visible in the detail record mask (please refer to p. 33f.)		The existing plan data record will be visible in the detail record mask (please refer to p. 33f.)
Line 180:		Line 180:
	\|}		\|}

	[[Image:EE_Revenue planning Create new record.jpg\|thumb\|center]		[[Image:EE_Revenue planning Create new record.jpg\|thumb\|center]]

	{\| {{Bausteindesign2}}		{\| {{Bausteindesign2}}