Calculating order revenues for general terms
After you click the Generate revenues action, the 'specific' terms are applied first, followed by the general terms.
 | • Suborders of PPM orders are not included in the revenue calculation of the main order. The main PPM order and each individual suborder will have their own separate calculations. • On the general terms, system administrators can configure a 'fixed fee' for cases in which no 'real' revenues are generated. Such a fixed fee may, in appropriate cases, cover the time a service desk employee spends completing the order, for example. If a fixed amount is configured, this will be applied in the revenue line of the order, but only in case no other revenues are generated. See General terms - fields for more information. |
General terms are applied in the following sequence:
1. A check is done on all the revenues (labor hours, materials, travel and subcontractors), whether they should be invoiced or not (Invoiceable? setting).
2. The Warranty check required? setting is applied.
3. The Usage check required? setting is applied.
4. The Minimum no. of hours setting is applied, This setting determines a minimum number of hours that should be charged.
5. The Standard deductible […], Administrative fee […] and Risk percentage […] settings are applied in the defined calculation sequence. (Calc. sequence […] fields)
From the Standard deductible, Administrative fee and Risk percentage fields on the general terms, the one with lowest sequence value is applied first. If there is no sequence value, they are applied in the following order: Administrative fee, Risk percentage and Standard deductible.
Example:
There are 10 revenue lines with a combined value of 1,000 euros.
◦ Risk percentage - 10%, sequence value 3
◦ Administrative fee - 100 euros, sequence value 2
◦ Standard deductible - 200 euros, sequence value 1
Based on the defined calculation sequence, standard deductible is subtracted first from the total revenue, which is 1,000 - 200= 800. To this 800, an administrative fee of 100 euros is added, which will be 800 + 100= 900. A risk percentage of 10% is applied on this 900, which will be 900 + 90= 990. Note that a new revenue line is created for every term that is applied.
| | For more information on these fields, refer to General terms - fields. |
6. Finally, the Invoice threshold is applied.
| | Refer to the Service Providers - Customer budgets documentation for information about working with Customer budgets (a.k.a 'Bank of Money') and the calculations performed as a result of generating order revenues. |