Service providers : Data setup : Glossary : Tradesperson categories
Tradesperson categories
In the supporting TSI Tradesperson categories, you can define relevant categories for tradespeople and fields engineers. These tradesperson categories can be linked to relevant Terms for labor hours. With this categorization of skilled workers into specific groups, you will be able to further refine any revenue calculations that are associated with their labor hours.
See Terms for labor hours - fields for more information on Terms for labor hours data.
Process flow of revenue calculation
When generating order revenues, the system will search per service agreement type for:
1. An applicable Tradespersons category (linked to either the Terms for labor hours or the Internal tradesperson). If such a link is found, it will be applied to the revenue calculation.
If there is no result, the system will search for:
2. An applicable linked Trade.
If neither Tradespersons category, nor Trade are found for the first service agreement type, the system will move to the next type and repeat the search.
Also see Back-office operations > Finding applicable terms for labor hours.
Links and references
Tradesperson category links can be added to the layout of Terms for labor hours. You can add Tradesperson category reference fields to the layouts of the Labor hours, Personnel, Revenue estimation lines (of subtype Labor hour revenue estimations) and Customer quotation lines business objects.
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When using Tradesperson category reference fields on Labor hours, Revenue estimation lines and Customer quotation lines, you may want to disable the Mandatory setting on the Trade field, to be able to only use the Tradesperson category criteria for the search process.