Service terms - general and specific
The preconditions under which the services in a customer contract must be carried out are called service terms. The terms are of vital importance for cost and revenue calculations and will consequently also impact the invoicing process. In Planon, there are various types of service terms, that must be configured in a specific order:
• You start with defining the General terms for a service contract. These are service terms that apply to the whole contract. Therefore you must link them to the contract line.
• If applicable, you continue by defining any exceptions to the general terms, such as Terms for time (including bonus-malus terms), Terms for travel (to be combined with Methods for travel terms, see note below), Terms for labor hours, Terms for materials and Terms for subcontractors. These are special terms that must be linked to the service agreements to which they apply.
For more information on working with service terms, see Adding general terms and Adding specific service terms.
 | Some service terms have additional configuration options for the calculation of revenues. You can configure: • Surcharge rates for General terms and Terms for labor hours. See Surcharges - general terms and labor hour terms • Threshold groups for the dynamic calculation of surcharges on Terms for materials and Terms for subcontractors. See Threshold groups - material terms and subcontractor terms • Methods for travel terms by which you can control the way fixed travel revenues are calculated on the order: per day, per internal tradesperson, on the main order only and so on. |