Service terms - general and specific
Terms are 'settings' on the service agreement that determine how order revenues and order costs are calculated. The terms 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.
• General terms: defined and applied per contract line. For more information, see General terms - fields.
You continue by defining any exceptions to the general terms. These are special terms that are linked to relevant service agreements, based on the order details to which they apply. (Labor hours, Order lines etc.)
• Labor hour terms: used to calculate the revenues in case labor hours of the types Work or Waiting are present on an order. For more information, see Terms for labor hours - fields.
• Subcontractor terms: used to calculate the revenues in case subcontractor lines are present on an order. For more information, see Terms for subcontractors - fields. Material terms: used to calculate the revenues based upon the materials specified in the order lines of an order. For more information, see Terms for materials - fields.Travel terms: are defined to calculate the revenues in case labor hours of type Travel exist. For more information, see Terms for travel - fields.
• Time terms: used to calculate the requested Time to Respond (TTR), Time to Attend (TTA), Time to Fix (TTF) and Time to Complete (TTC) on an order when the service agreement is applied. They are also used to calculate the scores of these KPIs (using the weighting as defined in the term). For more information, see Terms for time - fields.
• Bonus-Malus terms: used to calculate a bonus in case of overperformance (if the terms are met with superior results) or malus in case of underperformance (if the terms are not met). For more information, see .
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 or hourly rates on Terms for labor hours. See Threshold groups - material terms and subcontractor terms and Threshold groups - labor hour 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. |