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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