Outline Layout
Use
An outline layout can consist of any amount of service lines. To display it, you can use the outline layout to sort the services in the BOS into a hierarchy with outline levels, for example, according to project phases or maintenance groups.
Features
Outline Levels
The short text for the document item is displayed in the uppermost level of the BOS. You can create the outline layout beneath this.
You can use outline levels to group the comprehensive bills of services into sublevels. A maximum of five hierarchy levels is possible.
You can:
Define numerous outline levels on each of the five hierarchy levels.
Assign numerous service lines to each outline level.
Store a block of lines for an outline level that you want to reserve for the services below it.
Change the key for the outline level, the short and long texts of the outline level at any time
A unique path identifies each hierarchical outline level. The path provides information on the localization of the outline level in the hierarchy, and is structured on the basis of the key.
The following example illustrates how the system determines the path for the outline level
Exterior Walls
:
Displaying the outline level
Choose
to hide and display the outline layout in the service overview screen. You can also adjust the column width. When you enter the transaction the next time, the settings are the same as when you last left the transaction.
You can adjust the layout to suit your own requirements by choosing
. You can choose different columns for the layout, such as:
Service line(s) exist(s)
If you select an outline level, the appropriate service lines are displayed in the data area for the services. The
icon indicates that service lines exist for this outline level.
Outline level long text exists
The
icon indicates that a long text exists for an outline level.
Actual percentage, planned value, actual value
The system determines the planned value from the document and the actual value from the service entry sheets for the sales order (document flow).
Status planned/actual
The following icons indicate the status between the planned value and the actual value.
Symbol
Meaning
The actual value of the outline level is zero. No services have been entered yet.
The actual value of the outline level is smaller than the planned value.
The actual value of the outline level is the same as the planned value.
The actual value of the outline level is greater than the planned value. Either a larger quantity has been entered for the service or the price of one or more service lines has been changed.