Compensation

For LV with a Status indicator the construction site phase, the printout of a receipt for the payment of external services is available. With the output, a data record is automatically created analogous to Entry of an incoming invoice generated for handover to external financial accounting systems as well as for payment by SEPA clearing is available.

During the User administration Use detailed user rights to control the availability of functions and the visibility of data for the logged in user. For expression Compensation the following user rights are available:

The following functions can only be carried out by users who have been assigned the respective user right:

Open the menu within the course editing Print and select in the selection menu LV printouts the entry Compensation.


The print management is opened.


The print management is used for all printouts of the form groups with the addition "(Fast)". The following functions of print management are the same for all forms and are described on the linked wiki pages. You can find a compilation of all print management functions on the wiki page Print management.

Which form settings are available depends on the form for which print management is open. You can find a description of the form settings for the output of remuneration documents in the section on this page Form settings.

Open the settings area by activating the button Form settings.

The following form settings are available:

Form name

• Enter the designation that is used for the receipt printout. The entered text is displayed in the title and in the total line.

Document no.

• In order to be able to make an exact differentiation between this and other copies in the event of later queries, a document number can be assigned here.
• Apply the next free number in the number range by clicking on or enter a document number manually.
• If no document number is entered, the program automatically uses the next document number from the number range Compensation of the business area of ​​the LV.

Document date / posting date

• In the program parameter 70.30.15 Default document and posting date specify which date for issuing further documents as Document date and Posting date The following is preset: the last date used or always the current system date.
• By clicking a calendar opens, making it easier to select dates.

Vendor - Number, Name

• Select the vendor (subcontractor) for whose service you want to print a receipt.
• Is the address given on the LV on the Addresses tab > contractor is set, the property contractor assigned, this address is automatically preset.
• The address selected here is saved to the LV and on the Addresses tab > contractor displayed.

Construction site

• Select the construction site to which the costs for the external service provided by the contractor will be booked.
• Application example: The scope of services and the prices of your order differ from those that you have agreed with your contractor/subcontractor.
  • Run separate construction sites in the project administration for the settlement of the construction project with your client and for the payment of the external service provided by the contractor.
  • Construction site 1 for invoicing to the client: contains all services commissioned by the client and the prices agreed with the client = your proceeds from the construction site
  • Construction site 2 for the remuneration of the external service provided by your contractor/subcontractor: contains only the services that the contractor carries out for you and the prices that he receives from you for the execution of the service = your effort on the construction site
  • In order to present the proceeds and expenses for the construction site, choose for the printout Compensation (Construction site 2) in print management, construction site 1. As a result, the effort is assigned to construction site 1 and thus, among other things, in the Construction site surveillance given to the proceeds.
  • The two construction sites can be created within the project tree for different clients/projects or for the same client in the same project.
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1. Address / 2. Address

• Select the addresses for the form.
• For 1. Address the address of the selected creditor is always used.
• For 2. Address is by default preset.

Contact Person - Operator sign, Contact Person, Telefon-Nr.

• In the selection Contact Person select whether the data of the logged in user or the salesperson who is assigned to the LV are preset.
• According to the selection Contact Person are in the fields Operator sign, Contact Person and Telefon-Nr. the data entered for the employee in the user data are deposited.

Information block

• The data is displayed that the form has additional fields in the Pressure variant are added (e.g. creditor, LV no.).

Performance period

• It's the dates for start of building and End of construction pre-assigned, which you can use for the course on the Job tab have deposited.
• By clicking you can specify different dates if necessary. The change to the data is automatically reflected in the tab Life Mission adopted.

Subject / Header text / Footer text

• The entered texts are output at the corresponding positions in the form.
• The subject that is stored in the course is pre-assigned.
• The functions of the Text editing and Text variablesthat are automatically filled by the program.

Quantity origin

• In the selection Quantities from select the origin of the quantities used for the reimbursement document.
• When choosing LV amount the quantity stored for the item is used.
• When choosing Mass list select the quantity certificate whose assets are used. The quantity verification is preset, which is activated in the LV. The selection is available if at least one proof of quantity exists for the LV.
• When choosing Quantity proof summary select the quantity statement summary whose quantities will be used. The selection is available if at least one summary of quantities exists for the LV.
• When choosing flat-rate set the lump sum in the net.
• In the program parameter 70.20.150 Flat rate text deposit the text that will be printed in front of the total amount in the case of flat-rate offers

Position text

• Specify which item texts are output for the description of the service:
  • Short list = first line of the short text
  • Short text = short text of the position
  • Long text = long text of the item
  • Short and long text = short text and long text of the item
• In the program parameter 70.50.10 Copy number of lines of long text into short text Specify how many lines of the long text are automatically copied into the short text if only long text is available for the item.
• You can make text corrections directly in print management. To do this, select in the Data selection the position and click in the menu print preview on Position text.

Positions with

• Select the data to be output for the positions:
  • Quantity, Unit price (EP), Total price (GP)
  • Price shares - prints the per position Price shares
  • Pictures - prints the selected ones Pictures in the course per position between the description of services and the quantity / price line
• If you want to use the images for the reimbursement document, you can also choose the quality in which the images are to be output.
  • Low compression: Images over 300 dpi are compressed to 300 dpi
  • Medium compression: Images over 150 dpi are compressed to 150 dpi
  • high compression: Images over 96 dpi are compressed to 96 dpi
• The selection of images and the definition of image names and sizes can be done directly in print management. To do this, select in the Data selection the position and click in the menu print preview on Position images.

layout

• Make the settings for the design of the layout:
  • Compilation on a new page - Page break before the hierarchy sums are compiled
  • Hierarchy on a new page - Page break in front of hierarchies of the top hierarchy level
  • Print heading line - Column headings of the position table
  • Distance between text and price - Distance between the description of services and the quantity / price line of the items

Currency symbol

• Specify whether your local currency symbol is printed before or after the grand total.

labour costs

• The issue takes place with the expulsion of the labour costs.
• In the list, select the basis on which the labor costs are shown.
• When choosing based on price shares put in the Course basic data determines which price shares as beneficiary portion (Labor costs). The labor costs are shown with the set surcharge rates.
• When choosing Percent of the LV total the labor costs are determined from the entered percentage of the LV total.
• When choosing flat-rate enter the lump sum as a net amount. For printouts on which the gross labor costs are shown, the conversion takes place automatically.
• On remuneration documents with quantities from = flat-rate the labor costs cannot on the basis of the price shares as it cannot be allocated to the beneficiary portion.
• During the Address of the client, define how the option is preset. In addition, you specify for each client how the labor costs are shown: in net, gross or net / gross.
• In the Form profiles you can also determine how the option is pre-assigned:
  • When choosing like pre-assignment of customer address the labor costs are in accordance with the defined pre-setting to the client in the Addresses pre-assigned.
  • When choosing do not push labor costs are deselected.
  • When choosing print the labor costs are selected.

Tax-specific information text

• The information text that you have stored in the financial management for the tax rates used in the LV is printed after the total amount in the case of net LVs, and after the VAT amount has been shown in the case of gross LVs.

Note text invoice

• Depending on the address type of the recipient address, the text that you enter in the program parameters 70.20.230 and 70.20.240 is preset Note text invoice (company / person) have deposited.

Account assignments

• Make or change account assignments in order to Finance manager receive extensive evaluations.
• For LV with VAT procedure a tax rate all active G/L accounts are available for selection, to which the account type Expense account assigned. The default G/L account is that in the Financial management at the tax rate assigned to the LV as an account General costs of goods Are defined.
• For LV with VAT procedure multiple tax rates are always the G/L accounts General costs of goods the tax rates used.

Output line of 0% VAT

• Select whether the line for remuneration documents according to §13b UStG in the compilation VAT 0,00% is issued.

For expression Compensation may be deposited at the LV LV surcharges/discounts, retentions, securities and deductions payment amount not used.

The following are also available to you for designing your printed receipts Program parameters to disposal:

With the issuance of a Compensation will automatically create a record analogous to Entry of an incoming invoice generated for handover to external financial accounting systems as well as for payment by SEPA clearing is available.

The following data is used for the automatic creation of the vendor data record:

The print management
Print settings
My favorites
Data selection
Print preview menu