Costs and revenues from a dossier can be generated by using the 'Actions' menu in the edit screen of the dossier or via the favorite process hotkey.
1. Generating Generating costs:
Costs can be generated by using the 'Actions' menu at the option 'Financial'. Select the option 'Generate Costs'.
If multiple order types are used: select the order type you wish to generate the costs of.
Select the supplier in the screen 'Select Supplier'. If a contract is set up, the costs of the contract will be used. If no contract is set up, fill in the costs manually.
Click on 'Ok' and the costs will be generated.
2. Generating revenues:
Revenues can be generated by using the 'Actions' menu at the option 'Financial'. Select the option 'Generate Revenue'.
If multiple order types are used: select the order type you wish to generate the revenues of.
If a contract is set up, the revenues of the contract will be used. If no contract is set up, fill in the costs manually.
Click on 'Ok' and the costs will be generated.