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.

Conditions

In order to be able to add new cost price items, the Price itemcolumn must be visible. Please make sure that the Tellimus nr, Veokiri, Saatja viide, Jätk. arve nr, Jätk. Arve kuupäev, Jätk. arve tehtud, Hinnaartikli kirjeldus, Ressurss – hinnaartikkel, Kulu (hinnaartikkel), Tegelik kulu, Eeldatav kulu and Valuuta columns are also visible, if you want them to be.

Instructions on how to configure which columns are displayed in the cost control section can be found in .

For information on what the different columns of cost check contain, see Kulude kontroll (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:

1. Click on Tellimus > Kulude kontroll.

2. Under Otsinguseaded on the Levinud otsinguvalikud tab, enter Tellimuse number, Veokiri or Saatja viide. Click on Otsing.

   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.

3. If the correct cost price items are already in the list, costs can be entered in them.

4. To add a new cost price item row, click onUue üksuse lisamiseks klõpsake siin.. 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 Ressurss – hinnaartikkel, Jätk. arve nr and Jätk. Arve kuupäev columns to streamline cost check.

5. To fill in a new cost price item row, start by selecting the cost price item that is to be added in the Price item column. The other price item fields then become editable.

   In order to streamline cost check, the checkbox in the Jätk. arve tehtud 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).

6. Click on Salvesta 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:

1. In cost check under Otsinguseaded, click on the Levinud otsinguvalikud tab and select the Tehtud töövõtja arved checkbox.

2. Click on the Rohkem otsinguvõimalusi tab and enter the supplier’s invoice number in the Töövõtja arve nr field

3. Click on Otsing.

   The list shows all the cost price items that are ready for that supplier invoice.