Terms for materials - fields
Field | Description | ||
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Code | Enter a code for the material term. | ||
Name | Enter a description for the material term. | ||
Service agreement | Select the related service agreement from the list. | ||
Material type | Select the applicable material type from the list. Material types can be added and maintained in the Material types TSI. For more information on this subject, see Defining material types. | ||
Calculation basis | Select the applicable calculation basis for revenues in case material costs are present on an order. You can choose one of the following options: Catalog price, Purchase price, Custom purchase price. The catalog price is the original price of an article in the vendor's product catalog. This price may differ from the purchase price of the purchase item, for example if you get a standard discount from the vendor. The custom purchase price refers to a purchase price that can be raised by the service provider with a certain percentage. Example: As service provider, you have a special agreement with your supplier for the price of a filter: 1,000 euros. The normal price of this filter is 1,000 + 10%. You have agreed a surcharge of 10% with your customer. The sales price for your customer is calculated as follows: • If the calculation basis is set to Purchase price: 1,000 * 1,1 = 1,100 euros • If the calculation basis is set to Custom purchase price: (1,000 * 1,1) * 1,1 = 1,200 euros | ||
Threshold amount | Specify a threshold amount for material costs. If the total value of the material costs is above / below this amount, a surcharge/discount percentage is applied (refer to the four percentage fields described below). | ||
Percentage above threshold | Specify the percentage that is used if material costs are above the threshold amount. | ||
Custom percentage above threshold | If you selected Custom purchase price in the Calculation basis field, use this field to specify the percentage that is used if material costs are above the threshold amount. | ||
Percentage below threshold | Specify the percentage that is used if material costs are below the threshold amount. | ||
Custom percentage below threshold | If you selected Custom purchase price in the Calculation basis field, use this field to specify the percentage that is used if material costs are below the threshold amount. | ||
Base percentage | If you choose to apply No thresholds or Advanced thresholds, you must enter a base percentage. If no surcharge / discount should be applied, you can set the percentage to 0. The base percentage is applied if there is no threshold. With advanced thresholds, the base percentage is applied to amounts between 0 and the first threshold amount in the linked threshold group. | ||
Threshold calculation | • Select Singular if you want a threshold based on the amount of the order line, customer quotation line or revenue estimation line linked to the order, to calculate the surcharge percentage. • Select Group if you want to apply a threshold based on the total of all order lines, customer quotation lines and revenue estimation lines that are linked to the same terms for materials. The calculated surcharge percentage that is in range is then applied to each individual line.
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Threshold method | Select the threshold method you want to apply to the terms for materials: No threshold: only the Base percentage is applied. Simple threshold: the percentage that is used if material costs are above / below the threshold amount. Advanced thresholds: a method where surcharge percentages can be set for various ranges of threshold amounts. A link to a Thresholds for terms > Threshold group is required. The base percentage will be applied to amounts between 0 and the first threshold. Any subsequent thresholds are applicable as configured in the group: the relevant threshold percentage is applied when a defined threshold amount is reached.
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Threshold group for terms | If you select Advanced thresholds as threshold method, you must select a threshold group in this field, to link it to the terms for materials.
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VAT tariff | Select the applicable VAT tariff from the list. | ||
Comment | Enter a comment on the material terms as required. |
