This report provides an overview of the price lines, the reference period of which fully or partially overlaps with the reporting period (by default set to the previous 30 days), that were generated on contracts created within one of the selected business units (by default, the business unit you are currently logged in to). Additionally, for each reported price line, this report shows the source and the reason for any discount applied to the price line. As a user, this gives you a clear overview of which discounts have been granted and why.
Using the filter bar on the left side of the screen you can:
- Adjust the reporting period
- Limit the report to those price lines generated on contracts created within a selection of business units
- Limit the report to the price lines of one of the selected price line types
- Limit the report to those price lines that were generated on contracts that use one of the selected rental types
- Limit the report to those price lines that received a discount from one of the selected discount sources or with one of the selected discount reasons
- Indicate that you only want to see invoiced price lines, only non-invoiced price lines, or both
The report provides the following information:
| FIELD NAME | CONTENT |
|---|---|
Contract | ID of the contract on which the respective price line was generated. By clicking the eye or pencil icon at the beginning of the line (or by double-clicking the line), you can access this contract, which will open in a separate tab. |
Business unit | Business unit where the respective contract was created. |
Customer name | Name of the customer linked to the respective price line. If the price line has already been invoiced, this is the customer to whom the invoice containing this price line is addressed. |
Price line type | Price line type of the respective price line. |
Description | This is the description of the respective price line on the contract (if not yet invoiced) or of the respective invoice line on the invoice (if already invoiced). |
Units | The number of units charged in the price or invoice line. |
Unit price | This is the charged unit price excl. VAT for the respective price or invoice line. |
Amount without discount | The product of the number of units (see column "Units") and the unit price excl. VAT (see column "Unit price"). |
Discount percentage | The granted discount percentage on the respective price or invoice line. |
Discount amount | The product of the total amount of the respective price or invoice line (see column "Amount without discount") and the discount percentage (see column "Discount percentage"). |
Amount with discount | The sum of the total amount of the respective price or invoice line (see column "Amount without discount") and the calculated discount amount (see column "Discount amount"). |
Discount reason | Description of the specified discount reason (if applicable). |
Discount source | Description of the specified discount source (if applicable). |
Rental type | Rental type on the contract on which the respective price or invoice line was generated. |
Date as of | Start date of the reference period of the respective price or invoice line. |
Date to | End date of the reference period of the respective price or invoice line. |