Contract for work rules
General
The contract for work rules determine which data is retrieved during the process for subsequent billing. For example, only the total number of pallets may be relevant for a delivery note at a flat rate, or additional criteria such as quantities, specific items, or delivery types may be taken into account.
Create rules
Work contract rules are maintained under System->Contract for work rules. When you open the menu, all available rules are displayed. To create a new rule, click the Add contract for work rule function button.
The following data can be recorded for the work contract rules:
In the General tab:
Field | Input | Description |
|---|---|---|
Number (required) | Free text | Number for rule can be generated automatically with ## |
Name (required) | Free text | Name of the rule |
Description | Free text | Short description |
Client (required) | Selection | Client for whom the rule is valid |
Valid from (required) | Date | Start date on which the rule comes into effect |
Valid until (required) | Date | End date of the rule |
Is deactivated | Checkbox | Toggle rule active/inactive |
In the Process tab:
Field | Input | Description |
|---|---|---|
Process (required) | Selection
| Currently, the contract for work is only available for delivery notes |
Quantity (required) |
| Basis for billing |
Quantity determination per list | Checkbox | |
Billing Unit (required) | Selection quantity unit | Determines the unit of quantity on which the billing is based. |
In the Filter tab:
Field | Input | Description |
|---|---|---|
Article | Selection | Restriction to a specific article |
Product categories | Selection | Restriction to selected categories |
Article description | Free text | |
Article weight until | Free text | Weight threshold at which the rule applies |
Article weight from | Free text | Weight threshold up to which the rule applies |
Article billing group | Selection | Restrictions on the selected billing group |
Equipment types | Selection | Restriction to selected Equipment |
Storage unit weight from | Free text | Weight threshold at which the rule applies, based on the SU |
Storage unit weight until | Free text | Weight threshold up to which the rule applies, based on the SU |
List category | Selection | |
Delivery type | Selection | Restriction to selected delivery types |
Supplier | Selection | Restriction to supplier |
In the Price tab:
Field | Input | Description |
|---|---|---|
Priority | Selection | Billing order |
Quantity from | Free text | Quantity threshold |
Quantity until | Free text | Quantity threshold |
Quantity factor | Freely selectable numerical value | Determine a factor x that is used for billing (e.g., 2 if the double value should be charged at a certain threshold) |
Once the rule is correctly captured, it can be saved via the Add function button and then used in a Contract for work.
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