To give you a better insight into the financial data of projects and sales orders, a new form has been introduced. The Financial analysis formdisplays a wide range of data (such as preliminary and actual costing data, revenues, expected costs, and forecasts) relating to a sales offer, sales order, or a project. These data are collected by calculating the items of the structure of a sales order, project or internal production file, for instance.
The data displayed when opening the Financial analysis form depend on the location you open the form from:
If you open the Financial analysis form from the Sales offers or Sales orders form, the data on the form originate from the Create financial analysis of sales offers and orders process. If you have selected the Calculate financial analysis option from the Settings menu on the Sales offers or Sales orders form, this process will be executed again before the financial data are displayed. If this option is not selected, the results of the latest financial analysis calculations are displayed.
If you open the Financial analysis form from the Sales lines form, the data on the form originate from the Create financial analysis of sales offers and orders process. If you select the Calculate financial analysis option in the Settings menu on the Sales lines form, this process will be executed again before the financial data are displayed. If this option is not selected, the results of the latest financial analysis calculations are displayed.
If you open the Financial analysis form from the Sales offers and orders form, the data on the form originate from the Create financial analysis of sales offers and orders process. If you select the Calculate financial analysis option in the Settings menu on the Sales offers and orders form, this process will be executed again before the financial data are displayed. If this option is not selected, the results of the latest financial analysis calculations are displayed.
If you open the Financial analysis form from the Production files form, the data on the form originate from the Create financial analysis of sales offers and orders process. If you select the Calculate financial analysis option in the Settings menu on the Production Orders form, this process will be executed again before the financial data are displayed. If this option is not selected, the results of the latest financial analysis calculations are displayed.
If you open the Financial analysis form from the Projects form, the data on the form originate from the Calculate project line items process. If you select the Calculate financial analysis option in the Settings menu on the Projects form, this process will be executed again before the financial data are displayed. If this option is not selected, the results of the latest financial analysis calculations are displayed.
Note: On the Calculate project line items form, you can choose to recalculate the items of the linked sales offers and sales orders. If you select the Calculate financial analysis option from the Settings menu, however, the items of the linked sales offers and orders will always be calculated when you open the Financial analysis form from the Projects form.
From Isah version 4.6, the file items are calculated automatically when the files are finalized. The data current at that time are registered, and will, in principle, not be changed or calculated after that. Should any changes have to be made to a file that has already been finalized, the status can be reset to allow you to change and calculate the data again.
From the 0033 Sales offers or 0070 Sales orders form