Edit uncompressed lines

There are several ways that uncompressed lines (detail lines) can be included in a draft. You can make various changes to an uncompressed line depending on the source. The way in which the line is completed also depends on the source of the line (see processing methods).

After changing the quantity or the amount in an uncompressed line a correction line is generated automatically. In the changed line you can indicate immediately what should be done with the difference in quantity: Write off or Delay. For the difference in the amount you indicate this on the balance line; the balance line cannot subsequently be split further. An extra line is generated automatically so that the total quantity remains equal to the original quantity. However, for this you must select a value in the Cross check field.

To activate the Cross check field:

  1. Go to: Projects / Management / Settings / Invoicing/stock.
  2. Go to the tab: Drafts.
  3. Select a value for Cross check.
  4. You can choose from Cross check on amount, Cross check on quantity or Cross check on quantity and amount.

    If, after changing the quantity or the amount in an uncompressed line, you want to generate a correction line automatically, then select Cross check. In the changed line, you can immediately indicate what should be done with the difference - write off or move. An extra line is automatically generated in which the difference between the original quantity or amount and the changed quantity or amount is recorded.

    If you opt for Cross check on amount you can only change the quantities in the actual costing by adding plus lines.

  5. Click on: OK.

    Now add the Balance processing method field to the layout. You do this in the entry layout on the Line tab.

The actual costing GUID number is also saved to the correction line so that the reports and analyses are also updated; for this you can include the Line-GUID or Source line GUID field in the report or analysis.

For example, the GUID number is available in the Cost estimate, Actual costing, and Advance reports. Open the report and adjust the data collection. Open the quotation line fields and then the General fields; at the bottom you see the Line-GUID fields and the Line-GUID  source.

Sources of uncompressed lines:

  • Actual costing:

    You cannot delete the draft lines from the actual costing but you can write them off. The other processing methods are Invoice and Delay. The element in the line on which any compression is based cannot be changed. However, you can change the quantities and prices, for instance.

  • Manually added:

    In a manually added line you can select from the processing methods: Invoice plus line, Delay plus line, Write off plus line or Invoice advance line, Delay advance line, Write off advance line. In a line added manually all values can be changed, with the exception of the element on which any compression is based. Manually added lines are the only kind of line that can really be removed.

  • Automatic rounding:

    If in the settings you have indicated that the amounts should be automatically rounded, an automatic rounding line may be created with the rounding amount. Such lines can only have the Plus line processing method. The amount in these lines cannot be changed and is automatically adjusted by Profit when changes in the other detail lines cause it to change: the rounding amount is always adjusted based on the amounts in the detail lines to be invoiced, which originate from the actual costing. Manually added lines do not affect the rounding line present.

  • Change in the amount to be invoiced on the compressed line:

    If the amount to be invoiced in a compressed line is changed, Profit automatically creates a detail line as a correction for the difference between the original amount in the compressed line and the changed amount. Such lines can have processing method Invoice and Invoice as advance. The amount on these lines cannot be changed.

  • Advance:

    Advance lines are placed in a draft if the setting for the manual invoice or subscription indicates that the invoice should be considered as an advance note. Advance lines are also created if the setting for a line in the draft indicates that the line is to be invoiced as an advance. Advance lines may have processing method Can be invoiced so that the advance is automatically settled on the invoice. When generating the invoice, a compensation line is generated with a negative quantity and the processing method Delay. It is not possible to change the Number or Sales price fields, neither is it possible to delete a compensation line. An advance line can also be delayed or written off. The amount in an advance line cannot be changed.