Contract line

Enter the contract line to which the general term applies.

Code

Enter a code for the general term.

Name

Enter a description for the general term.

Comment

Enter a comment on the general terms as required.

Minimum no. of hours

If applicable, specify the minimum number of labor hours to be charged. If the number of hours is below a certain threshold, a revenue is created for the difference between the registered hours and the threshold. For example, if the threshold is four hours and revenues are present for three hours, an additional revenue is created for one hour.

Risk percentage

Enter the applicable risk percentage that should be charged over all revenues.

Administrative fee (percentage)

Enter the percentage that you want to charge over all revenues, as an administrative fee. If you would rather specify a specific amount, enter the amount in the Administrative fee (amount) field.

Administrative fee (amount)

Enter the amount that you want to charge as an administrative fee. If you would rather specify a percentage, enter the percentage in the Administrative fee (percentage) field.

Calc. sequence - standard deductible

Specify the sequence in which the general term Standard deductible must be applied.

Calc. sequence - administrative fee

Specify the sequence in which the general term Administrative fee must be applied.

Calc. sequence - risk

Specify the sequence in which the general term Risk must be applied.

No generated revenues - fixed fee

You can use this field for cases where no actual order revenues are generated, because the customer's problem was solved without having to send out an engineer. The setting allows you to charge a fixed fee for time spent on an issue by a service desk or back-office employee. Enter the amount you want to charge in these cases. Subsequently, in applicable cases, the fixed fee amount will be included in the calculation of the general revenues in the Orders TSI.

Surcharge terms

Select the default surcharge terms that must be the applied if there are no specific surcharge terms available on the Terms for labor hours.

Usage check required?

Indicate whether a usage check is required for the relevant asset.

If maintenance of an asset is handled via a periodic fixed fee or is covered under warranty, the revenues are not going to be invoiced. However, in the case of incorrect usage (such as vandalism) of the asset, the revenues will be invoiced. Also refer to the Invoicing threshold field in this table.

Warranty check required?

Indicate whether a warranty check is required for the relevant asset.

Revenues will not be invoiced if the asset of the main order is covered by warranty. All revenues will be invoiced in case the asset is not covered by warranty. To determine if a warranty applies to an asset, the Reported on date of the request is taken as a reference date to compare against the Warranty expires on date on the asset.

Standard deductible amount

Specify an amount that is considered as a periodic fixed fee. This fee will cover all related costs below this amount. Any amount above the standard deductible amount will be invoiced separately. This amount might also depend on the condition of the asset. Refer to the Standard deduction condition-based? field for more information.

Good to know: you can indicate for a selected asset from which date the standard deductible amount should no longer apply. See Assets fields for more information.

Standard deduction condition-based?

Select Yes if a discount is given based on an asset's condition. By default, No is selected.

All assets related to the suborders are checked. If one of the assets has a worse condition score than specified, the standard deductible amount will not be applied. Example: the contractual agreement may state that all customer requests/issues up to 200 EUR are covered by a periodic fee, except for assets that are in a bad condition. This way, the definition of 'bad' is contractually agreed, based on a mutually agreed condition score.

Asset's condition score

Enter the condition score of the relevant asset that is used for determining the condition-based standard deduction.

Condition valuation

Select Ascending or Descending from the pop-up to determine how you want to value the asset condition.

If you select Ascending, the highest condition score represents the best asset condition. If you select Descending, the lowest score represents the best condition.

Deduct labor hours from budget?

Field for reporting purposes only: indicate whether or not labor hour costs should be deducted from the budget.

Deduct materials from budget?

Field for reporting purposes only: indicate whether or not material costs should be deducted from the budget.

Deduct subcontractors from budget?

Field for reporting purposes only: indicate whether or not subcontractor costs should be deducted from the budget.

Deduct travel from budget?

Field for reporting purposes only: indicate whether or not travel costs should be deducted from the budget.

Invoice labor hours?

Indicate whether or not labor hour costs should be invoiced.

Lump sum threshold for labor hours

Enter a threshold amount for invoicing the total revenue of an order. If the Invoice labor hours? field is set to Yes, the total revenue is checked with the Lump sum threshold for labor hours value. If the total revenue is below the lump sum threshold, the revenues are not invoiced. If the total revenue is above the lump sum threshold, the revenues are invoiced.

Invoice materials?

Indicate whether or not material costs should be invoiced.

Lump sum threshold for materials

Enter a threshold amount for invoicing the total revenue of an order. If the Invoice materials? field is set to Yes, the total revenue is checked with the Lump sum threshold for materials value. If the total revenue is below the lump sum threshold, the revenues are not invoiced. If the total revenue is above the lump sum threshold, the revenues are invoiced.

Invoice subcontractors?

Indicate whether or not subcontractor costs should be invoiced.

Lump sum threshold for subcontractor

Enter a threshold amount for invoicing the total revenue of an order. If the Invoice subcontractors? field is set to Yes, the total revenue is checked with the Lump sum threshold for subcontractors value. If the total revenue is below the lump sum threshold, the revenues are not invoiced. If the total revenue is above the lump sum threshold, the revenues are invoiced.

Invoice travel?

Indicate whether or not travel costs should be invoiced.

Lump sum threshold for travel

Enter a threshold amount for invoicing the total revenue of an order. If the Invoice travel? field is set to Yes, the total revenue is checked with the Lump sum threshold for travel value. If the total revenue is below the lump sum threshold, the revenues are not invoiced. If the total revenue is above the lump sum threshold, the revenues are invoiced.

Grouped invoice

Indicate whether or not all the invoices for a customer should be grouped.

With this option you can bring all invoices of a customer together and ultimately generate a single monthly invoice.

Invoice approval required

With this general term you can indicate if approval is required or not before invoicing an order. If you select Yes, the main order and suborders are automatically set to the Approval required status. If you select No, the main order and suborders are set to the No approval required status.

Invoicing threshold

Enter a threshold for invoicing the total revenue of an order. If the total of all revenue lines is equal or below this threshold, the revenues of the order will not be charged to the customer. In that case, every revenue line is set to Not invoiceable.

Procuration type

Select the type of procuration you want to obtain. You can choose between No procuration, Revenue estimations and Quotation. If you select Revenue estimations, it is mandatory to fill the Threshold amount field. Selecting the options Revenue estimation or Quotation will invoke status transition on the related order. For more information on this topic, refer to Configuring a procuration procedure.

Revenue estimation threshold

Enter the amount that will be the threshold (defined by the customer) to start work on an order. If the order costs are below the defined threshold, the order will be picked up by the service provider. If they are above the threshold, the order is not picked up and you have to contact the customer.

Administrative costs on quotation

Indicate whether or not administrative costs must be included in the quotation process for generating overhead revenues. By default No is selected.

Risk percentage on quotation

Indicate whether or not a risk percentage must be included in the quotation process for generating overhead revenues. By default No is selected.

Standard deductible on quotation

Indicate whether or not standard deductible must be included in the quotation process for generating overhead revenues. By default No is selected.

Labor hour based rounding

Select the relevant setting for rounding labor hours: None, Time-based or Duration-based.

Time-based rounding

Select the relevant time unit(s) to be applied to time-based rounding:

Time unit for time-based rounding

Select a relevant time-unit to be applied when rounding time: 5, 10, 15, 30 or 60 minutes.

Duration-based rounding for work?

If you want to apply duration-based rounding to working hours, set this field to Yes.

Work - time unit for rounding

Select the relevant time-unit to be applied to labor hours of the type Work when rounding the duration: 5, 10, 15, 30 or 60 minutes.

Duration-based rounding for travel?

If you want to apply duration-based rounding to travel hours, set this field to Yes.

Travel - time unit for rounding

Select the relevant time-unit to be applied to labor hours of the type Travel when rounding the duration: 5, 10, 15, 30 or 60 minutes.

Se also: Labor hour settings for revenue calculations

Apply threshold to start of work time?

(start is triggered by the Work action on the PMFS app)

If you want to apply a tariff threshold to the start of the work time (labor hours) of a linked tradesperson, set this field to Yes.

Apply threshold to end of work time?

(end is triggered by the End work action on the PMFS app)

If you want to apply a tariff threshold to the end of the work time (labor hours) of a linked tradesperson, set this field to Yes.

Apply threshold to start of travel time?

(start is triggered by the Travel action on the PMFS app)

If you want to apply a tariff threshold to the start of the travel time (labor hours) of a linked tradesperson, set this field to Yes.

Apply threshold to end of travel time?

(end is triggered by the Work action on the PMFS app)

If you want to apply a tariff threshold to the end of the travel time (labor hours) of a linked tradesperson, set this field to Yes.

Apply threshold to start of waiting time?

(start is triggered by the Wait action on the PMFS app)

If you want to apply a tariff threshold to the start of the waiting time (labor hours) of a linked tradesperson, set this field to Yes.

Apply threshold to end of waiting time?

(end is triggered by the Work action on the PMFS app)

If you want to apply a tariff threshold to the end of the waiting time (labor hours) of a linked tradesperson, set this field to Yes.

Time unit for start time threshold

This field becomes mandatory as soon as you enter a value in one or more of the Apply threshold to start of […] time fields. Select the relevant time-unit to be applied as threshold to the start time tariff of the tradesperson: 5, 10, 15, 30 or 60 minutes.

Example: you want to allow for a window of half an hour at the start of the working day, because you do not want to charge a special tariff to the customer if a tradesperson shows up half an hour early. In that case, select 30.

Time unit for end time threshold

This field becomes mandatory as soon as you enter a value in one or more of the Apply threshold to end of […] time fields. Select the relevant time-unit to be applied as threshold to the end time tariff of the tradesperson: 5, 10, 15, 30 or 60 minutes.

Example: you want to allow for a window of an hour at the end of the working day, because you do not want to charge a special tariff to the customer if a tradesperson needs an additional hour. In that case, select 60.