Cost and revenue (C/R)
C/R lines live inside an order, quotation or shipment. There is no stand-alone C/R without a source record.
The screen /costs-revenues is an overview of all lines — use it to filter, approve and invoice, not to create stand-alone lines. See Costs & revenues in Finance.
Fields on a C/R line
| Field | Notes |
|---|---|
| Type | cost or revenue — drives margin |
| Item | Optional — pre-fills price, tax and GL — see Items |
| Description | Free text, shown on invoice/carrier request |
| Quantity × price | Standard calculation |
| Currency | Default = order currency |
| Tax rate | From Tax rates |
| GL account | From GL accounts |
| Relation | Customer on revenue; carrier/vendor on cost |
| Stop | Optional — link to a specific stop |
| Status | See status chain below |
Statuses
Cost and revenue lines share the same chain:
draft → ready_for_invoicing → approved → invoiced
Branches: disputed (under investigation), blocked (do not invoice), credited (credited via credit note).
| Status | Meaning |
|---|---|
draft | Concept — work not yet confirmed, or line still incomplete. Not visible to finance/invoicing. |
ready_for_invoicing | Operationally ready — the linked stop is planned or executed. Visible to finance. |
approved | Finance has reviewed and released the line. Picked up by Group & Invoice. |
invoiced | Line is part of a confirmed invoice. Locked for editing and deletion. |
disputed | Temporary hold — e.g. customer disputes the amount. |
blocked | Do not invoice — e.g. goodwill or internal cost. |
credited | Credited via a credit note; the original invoice remains intact. |
When does a line land in draft vs ready_for_invoicing?
Whether a new line starts in draft or ready_for_invoicing depends on its link to an order stop and shipment, not on where you create it.
| Situation | Initial status |
|---|---|
| Line added manually on order/quotation/shipment | draft |
| Line auto-generated from a tariff or item | draft |
| Line linked to an order stop that has no shipment yet | draft |
| A shipment is created for the stop the line is linked to | draft → automatically ready_for_invoicing |
| Line without an order stop (overhead, doc fee, fuel surcharge at order level) | draft — stays draft until you promote it manually |
In practice: as long as the work is not planned, the C/R line stays draft and finance leaves it alone. As soon as the stop is assigned to a shipment — via quick shipment or dispatch — the line is auto-promoted to ready_for_invoicing and appears on the /costs-revenues work list.
A Reset to ready action manually moves a line from approved back to ready_for_invoicing.
Workflow
- Open the order at /orders .
- Tab Cost & Revenue → Add.
- Pick a type, item (or free entry), quantity and price.
- For revenue: move to
ready_for_invoicingwhen the line is final. - Invoicing happens centrally via /costs-revenues → Group & Invoice — see Invoices.
Documents
- Order confirmation and Customer quote show revenue lines only.
- Carrier request shows cost lines only.
- Backend filtering enforces this split; you do not need to select manually.
