Skip to main content

Costing segments are used exclusively for internal cost planning. They allow you to compare costs and revenues without creating a real segment for the customer. To calculate contribution margins or discounts for external customer segments, use the Kalkul costing in the side navigation bar (Calculate contribution margins). Costing segments are offered at quotation, order or invoice level and correspond to normal segments in terms of content.

Internal (personnel) planning transactions cannot be created for costing transactions. The number of possible costing processes is not limited. Costing processes must be activated under Administration Administration > Administration Settings > VA Events by a user with administrative rights.

  1. In an event, right-click on the desired processing stage (quote, order invoice).
  2. In the activity Summary, select neuexpand Add > Angebot Kalkulation New costing quotation.
  3. Enter a name for the new event segment.
  4. Add the desired items via neuexpand Add .
  5. Drag and drop the costing quotation to the folder Ordner Bestellung Order or Rechnung Invoiceto create (copy) the costing for another processing stage.
  6. If you want to take over the costing quotation as a real quotation for the customer, right-click on the name of the costing quotation in the side navigation bar and select edit Convert to > Angebot Quotation (or Bestellung Order or Rechnung Invoice).