Adding new cost price items to cost check

It can be set up so that cost price items are created automatically for specific suppliers and subcontractors, but you do not always know which suppliers and subcontractors will carry out the transport operations. Therefore, when you receive an invoice from a supplier or subcontractor, you have the option to manually enter costs from the invoice using cost check.

It is possible to search for existing cost price items in cost check. New cost price items can also be created and added to an existing order.

Tips!

To set up the automatic creation of cost price items for specific suppliers and subcontractors, select the Create cost price items automatically checkbox and configure some additional settings. For instructions, see Settings for receiving invoices and tracking costs.

Conditions

In order to add new cost price items, the Price item column must be visible. Please make sure that the Order number, Freight bill no., Sender reference, Cont. invoice no., Cont. invoice date, Cont. invoice done, Price item description, Resource - price item, Cost (price item), Actual cost, Expected cost and Currency columns are also visible, if you want them to be.

For instructions on how to set up which columns are displayed in cost check, see Columns in cost check.

For information on what the different columns of cost check contain, see Cost check, window.

Step 1: Add new cost price items to an existing order

To manually enter costs from supplier invoices and link them to existing cost price items or create new cost price items, proceed as follows:

Click on Order > Cost check.
Under Search settings on the Common search options tab, enter Order number, Freight bill or Sender's reference. Click on Search.
The list shows any cost price items that are already on the order. If there are no existing cost items, Opter will automatically create a new cost price item row.
If the correct cost price items are already in the list, costs can be entered in them.
To add a new cost price item row, click on the Click here to add a new item. button. The button is located below the last table row displayed in the window. The button is as wide as the window.
A new row is created and automatically receives the last values entered in the Resource - price item, Cont. invoice no. and Cont. invoice date columns to streamline cost check.
To fill in a new cost price item row, start by selecting the cost price item to be added from the Price item row. The other price item fields then become editable.
In order to streamline cost check, the checkbox in the Cont. invoice done column is automatically selected when a new cost item is created (as this checkbox is always selected when you have finished with a cost price item and filled in the details for it).
Click on to save all changes.

Step 2: Check that all cost price items are entered

Once all the cost price items have been entered for all orders associated with a supplier invoice, you can check that all the cost price items have actually been entered if desired. Proceed as follows:

In cost check under Search settings, click on the Common search options tab and select the Done contractor invoices checkbox.
Click on the More search options tab and enter the supplier’s invoice number in the Contractor invoice no. field
Click on Search.
The list shows all the cost price items that are ready for that supplier invoice.