Revenues
The term 'Revenues' refers to the money you receive for the services you delivered to your customers. Revenues are generated and saved on orders for customer contracts that are added or updated in the Work Orders TSI. Revenues are calculated via the service terms that belong to the service agreement(s) linked to an order.
The following types of order revenues are available:
• Labor hour revenues
• Subcontractor revenues
• Material revenues
• Travel revenues
• Bonus-malus revenues
• General revenues
When an order is added or updated, a search mechanism is triggered to find the applicable corresponding contract line, based on the combined information Customer + Property + Service agreement. In addition, once the contract line is found, it also searches for an applicable customer budget.
 | For more information on how to configure the order revenue generation, see Defining order statuses for revenue calculation. |
Customer budget detection for revenues:
Planon will search for an applicable customer budget and update it accordingly in the following cases:
1. when revenue estimation lines, customer quotation lines and order revenue lines are added;
2. when a customer quotation is added or updated;
3. when an order is updated;
4. when the quotation line type is changed.
| | Customer budgets cannot be applied to Bonus-malus revenue lines. |
Customer budgets are automatically updated (via budget transactions) with the estimated, committed and actual revenues from the corresponding lines. This way you always have an up-to-date view of the amounts and balances of your customer budgets.