Service providers : Back-office operations : Field descriptions : Order revenues - fields
Order revenues - fields
Field
Description
Code
Enter a code for the order revenue line.
Customer budget
Reference to the customer budget for which budget calculations are processed. This customer budget is detected and filled in automatically, but can be manually overwritten by selecting another applicable budget from the pop-up. For more information on working with customer budgets, see the relevant topics in Service Providers - Customer budgets.
Invoiceable?
Specify whether or not the order revenues must be invoiced.
* 
If you use the Customer budgets feature, you can use this field in combination with the Subtracted from budget? field, to create a filter that finds amounts which should be invoiced separately, because they could not be subtracted from the customer budget for some reason. The reason for an amount not being subtracted depends on your customer budget settings and on any budget thresholds that might be applicable to the order revenues at that point in time. See Threshold behavior for more information on these settings.
Manual?
This field is automatically set to Yes if you enter order revenues manually.
Manual budget?
If Yes is displayed in this field, the budget has been selected manually in the Customer budget field. If No is displayed, the customer budget is detected and filled in automatically.
* 
Typically, a manually selected budget is not overwritten when new revenues are generated, unless key information on the order was changed in such a way that the budget is no longer valid. For example: changes to the Customer, Service agreement service or Contract line fields, whether or not in combination, might clear the Customer budget field and reset the Manual budget? field. If any of these fields' values are deleted, the reference to the customer budget is always cleared and the value in this field is reset to the default value (No).
Margin
The Margin is a calculated field that displays the profit / loss on the order. The calculation is done as follows: Total revenue excl. tax / VAT - Total cost excl. tax / VAT.
Markup percentage
The percentage of increase in the cost price is displayed as markup percentage. The formula is as follows: Margin / Total cost excl. tax / VAT x 100.
Name
Enter a description for the order revenue.
Order
Displays the order from which you drilled down.
Subtracted from budget?
This field is automatically set by Planon. It indicates whether or not an Order revenue line amount has been subtracted from the customer budget or not. This field might be updated periodically to reflect any intermediate changes that affect the customer budget calculations. For information on finding revenues that should be invoiced separately, see the note in the Invoiceable field.
Tax / VAT amount
Enter the tax / VAT amount for the selected order revenue.
Tax / VAT amount total costs
This calculated field displays the tax / VAT amount of the total costs.
Tax / VAT tariff
Select a tax / VAT tariff applicable to the order revenue.
Total costs excl. tax / VAT
This calculated field displays the total amount of costs excluding tax / VAT.
* 
This field becomes editable when adding General order revenues.
Total costs incl. tax / VAT
This calculated field displays the total amount of costs including tax / VAT.
Total revenue incl. tax /VAT
This calculated field displays the total amount of revenues including tax / VAT.
Total revenues excl. tax /VAT
Specify an estimated value of the total amount of revenues excluding tax / VAT.
General order revenues
Applied general terms
Displays the applied general terms information irrespective of the order insert moment (based on the reference date). Note: these may or may not be the actual terms applied.
General terms - snapshot
Displays the actual general terms applied to this order the moment the order was added (based on the Reported on field).
Quotation
Displays an amount that indicates the source for the 'Fixed price' order revenue.
Revenue type
Select a relevant revenue type for the general order revenues. You can select the following options:
• Standard deductible
• Administrative fee,
• Risk contingency,
• Minimum hours,
• Fixed price
• Fixed fee (no generated revenues)
For more information on revenue types and their configuration, see Service providers - data setup > General terms - fields.
Order revenues - time / bonus-malus
No. of penalty intervals
Specify the maximum number of penalty intervals allowed.
Revenue type
Select a relevant revenue type for the order revenue. You can select Availability or Performance.
Time terms - snapshot
Displays the actual time terms applied to this order, the moment the order was added (based on the Reported on field). The applied time terms also include any bonus-malus arrangements.
Order revenues - travel
Applied surcharge tariff
Reference to the calculated applied surcharge tariff from the Terms for labor hours and the related surcharge terms (in case travel revenues are calculated based on labor hours. This field is not mandatory, because it can be empty if the travel revenues are not calculated from labor hours).
Applied tariff
Displays the tariff amount generated from Terms for travel if the Actual travel time is selected as calculation basis. You can also enter a different tariff amount.
Applied tariff
The calculated tariff from the Terms for labor hours and the related surcharge terms (if travel revenues are calculated from labor hours. This field is not mandatory because it can be empty if the travel revenues are not calculated from labor hours).
Applied travel terms
Displays the applied travel terms information irrespective of the moment the order was added (based on the reference date). Note: these may or may not be the actual terms applied.
End date-time
Specify the end date and time for order revenue calculation.
Hours
The calculated hours from the Terms for labor hours (Start date-time — End date-time) and the related surcharge terms (if travel revenues are calculated from labor hours. This field is not mandatory because it can be empty if the travel revenues are not calculated from labor hours).
Revenue type
Select a relevant revenue type for the order revenues. You can select Allowance, Allowance of service location or Travel.
Start date-time
Specify the start date and time for order revenue calculation.
Surcharge tariff - snapshot
Reference to the calculated applied surcharge tariff snapshot from the Terms for labor hours and the related surcharge terms (in case travel is calculated based on labor hours. This field is not mandatory, because it can be empty if the travel revenues are not calculated from labor hours).
Travel terms - snapshot
Displays the actual travel terms applied to this order the moment the order was added (based on the Reported on field).
Order revenues - materials
Applied material terms
Displays the applied material terms information irrespective of the moment the order was added (based on the reference date). Note: these may or may not be the actual terms applied.
Applied surcharge (amount)
Enter a surcharge amount that can be applied to the material revenues.
Applied surcharge (percentage)
Enter a surcharge percentage that can be applied to the material revenues.
Base price
Enter a base price for the material revenues.
Material terms - snapshot
Displays the actual material terms applied to this order the moment the order was added (based on the Reported on field).
Order line
Select an appropriate order line for the material revenues.
Order revenues - subcontractors
Applied subcontractor terms
Displays the applied subcontractor terms information irrespective of the moment the order was added (based on the reference date). Note: these may or may not be the actual terms applied.
Invoice amount
Specify an amount to be invoiced.
Invoice date
Select the relevant invoice date.
Revenue type
Select a relevant revenue type for the order revenues. You can select Work or Travel. If you want to add travel costs or travel revenues of the subcontractor to the order, select Travel. If travel revenues are generated via Generate revenues, this field will be automatically set to Travel.
Subcontractor line
Select an appropriate subcontractor line for the subcontractor revenues.
Sub-contractor terms - snapshot
Displays the actual subcontractor terms applied to this order the moment the order was added (based on the Reported on field).
Order revenues - labor hours
Applied labor hour terms
Displays the applied labor hour terms information irrespective of the moment the order was added (based on the reference date). Note: these may or may not be the actual terms applied.
Applied tariff
Displays the Hourly wage on the Terms for labor hours. You can also enter a different tariff.
End date-time
Specify the end date and time for order revenue calculation.
Labor hour terms - snapshot
Displays the actual Terms for labor hours applied to this order the moment the order was added (based on the Reported on field).
Revenue type
Select a relevant revenue type for the order revenue. You can select Work or Wait.
Start date-time
Specify the start date and time for order revenue calculation.
Subcontractor
If the labor hours were registered for a subcontractor, this read-only field refers to that subcontractor.
Surcharge rate
If a surcharge rate is linked to the applicable Terms for labor hours, this field displays the applicable surcharge rate. Surcharge rates can be defined in the Surcharge terms TSI.