Adding a calculation method for fixed travel terms
As service coordinator you are able to configure whether fixed travel revenues on an order should be calculated per day and / or per internal tradesperson. You can also specify if the calculation method should apply to the main order (request) only, or to both main and suborders individually.
You can define a calculation method for fixed travel allowances in Customer contracts, at the Methods for travel terms selection step. See Methods for travel terms for a definition of this calculation method.
 | You can only create 1 'active' method for travel terms per service agreement and service level at a time, and methods cannot overlap. |
Procedure
1. Go to Customer contracts.
2. At Customers and Contracts respectively, select the relevant customer and the service contract for which you want to add a method for travel terms.
3. Go to Service contract lines and select the contract line to which the terms for travel (will) apply.
4. Go to Service agreements and select the relevant service agreement.
5. Go to Terms for travel and add travel terms with a calculation basis that includes a fixed travel allowance, or check for any existing travel terms with a calculation basis for a fixed travel allowance.
6. Select the Methods for travel terms selection step.
7. On the action panel, click Add.
8. On the data panel, enter data in the relevant fields.
For more information on these fields refer to Methods for travel terms - fields.
9. Click Save.
The selected calculation method will be applied for this service agreement when generating the travel revenues for the defined period.
| | Any resulting revenue records are dependent on whether the service agreement applicable to the order has the correct set-up for the terms for travel. If no 'fixed revenue' travel terms exist, or if they are not applicable to the order, then fixed travel revenues will not be created. |
The table below illustrates the results, depending on the settings you selected:
Method for fixed allowance | Fixed allowance per day? | Fixed allowance per internal tradesperson? | Resulting revenue record |
|---|---|---|---|
Main order only | No | No | 1 travel revenue record per request / main order |
Main order only | No | Yes | 1 travel revenue record per request / main order, per tradesperson |
Main order only | Yes | No | 1 travel revenue record per request / main order, per day |
Main order only | Yes | Yes | 1 travel revenue record per request / main order, per day, per tradesperson |
Per order | No | No | 1 travel revenue record per order |
Per order | No | Yes | 1 travel revenue record per order, per tradesperson |
Per order | Yes | No | 1 travel revenue record per order, per day |
Per order | Yes | Yes | 1 travel revenue record per order, per day, per tradesperson |
| | If you have set the Non-fixed revenues allowed? setting on the Methods for travel terms to No, no variable travel revenues will be created. If you set it to Yes (and there are variable travel terms applicable to the service agreement and order) then variable travel revenues will also be created. |