Linking labor hour terms to tradesperson categories
In the Service Providers solution mode, the links that you create between Terms for labor hours and Tradesperson categories are life cycle aware, which means that they are 'active' during a specified period with a clear start date and an optional end date. Their display depends on the selected reference date.
When configuring the labor hour terms, you can only configure 1 labor hour term per service agreement, per service level, per trade and per hour type. In case of a Term for labor hours - Tradesperson category combination, the software checks for links of the same tradesperson category to other terms. The Start dates / End dates of the links are not allowed to overlap in time.
Good to know: The
Link tradesperson categories action can only be enabled on the action panel if you set the
Type of labor hour term field to
Tradesperson category based. See
Terms for labor hours - fields for more information.
Procedure
1. Go to Customer contracts.
2. At Customers, select the relevant customer.
3. At Contracts select the relevant contract.
4. At Service contract lines, select the relevant contract line.
5. At Service agreements, select the relevant service agreement.
6. Go to Service terms > Terms for labor hours.
7. Select the terms for labor hours to which you want to link tradesperson categories.
8. On the action panel, click Link tradesperson categories.
The Tradesperson categories dialog opens.
9. In the dialog at Set date and modification type > What do you want to do?, select Add links.
10. In the When should the link(s) start? select a start date for the link. Optional: at When should the link(s) end?, select an end date for the link.
11. Click OK.
12. In the Link tradesperson categories screen, at Not linked, select the tradesperson categories you want to link for the specified period.
13. Click the right arrow button to transfer the trades to the Linked section.
14. Click OK.
You created links to tradesperson categories that are exclusive to this period. As a result, these tradesperson categories become unavailable for linking other terms for labor hours during this period. You can view 'unavailable' tradesperson categories in the dialog by deselecting the checkbox at the bottom of the Linked section.