Costs & revenues

This is the central overview of all C/R lines in the organization. You do not create lines here — that happens inside an order, quotation or shipment. This page is for analysis, approval and invoicing.

URL: /costs-revenues 

Filters and columns

Actions

• Approve – move revenue lines from ready_for_invoicing to approved.
• Dispute / Block – pause for investigation.
• Group & Invoice – select revenue lines and create outgoing invoices. Lines are grouped by customer, currency and optionally reference.
• Bulk update – e.g. GL, tax or status.
• Export – Excel/CSV for finance.

Status chain

Cost and revenue lines share the same chain:

draft → ready_for_invoicing → approved → invoiced

With branches disputed, blocked and credited. See C/R inside the order for the meaning per status.

When is a line draft vs ready_for_invoicing?

The transition draft → ready_for_invoicing is not manual — it is driven by the operation:

• A new C/R line always starts as draft.
• As soon as the linked order stop is assigned to a shipment (via dispatch or quick shipment), the line is auto-promoted to ready_for_invoicing.
• Lines without an order stop (overhead, document fees) stay draft until you manually move them to ready_for_invoicing.

Finance normally works on this screen only with lines in ready_for_invoicing or approved. Drafts remain in the operational view until execution is confirmed.

Related

• C/R inside the order
• Revenue control
• Outgoing invoices