Resource Prices and Discounts

Customizing Resource Unit Prices per Customer, Customer Price Group or Campaign

The unit price of a resource can be customized per customer, customer price group, campaign or for all customers. This means that certain resources can be assigned different prices for different sales types.

To customize resource prices, please proceed as follows:

  1. Define individual resource unit prices in the resource card
  2. Enable the function Advanced Pricing for a service order type in the service order types

Define Resource Unit Prices

  • Use the quick search in TRASER DMS 365 to find the page Ressource Prices.
  • A new page opens in which you can specify more detailed settings for the resource prices.
  • In the Sales Type column, enter for who the resource unit price is to apply (customer, customer price group, all customers or campaign).
  • In the Sales Code column, enter the required value (for example, customer number or campaign number).
  • In the Type column, select whether you want the resource unit price be applied to a particular resource or resource group, or to all resources.
  • In the Code column, select the required resource or resource group.
  • In the Unit of Measure Code column, enter the unit of the resource.
  • In the Unit Price column, enter the desired price.

Note

The remaining columns and fields are not described here in detail, but can of course also be filled in by you.

  • Closing the page will apply the changes.

Enabling Advanced Pricing In Service Order Types

  • Use the quick search to find the page Service Order Types in TRASER DMS 365.
  • You will see the page with the already predefined service order types.
  • Activate the field in the Advanced Pricing column for the service order type for which you want to allow adjusted resource unit prices.

Example using a service order

Once you have set up unit prices for a resource and have activated the Advanced Pricing function for a service order type, you can work with the resource unit prices in service documents. This example illustrates working with resource unit prices by using a service order.

  • Use the quick search in TRASER DMS 365 to find the page Service Orders.
  • You will see the page with the already predefined service orders.
  • Create a new service order or open an existing service order.
  • Under Generalin the Service Order Type field, enter the service order type for which you have activated the Advanced Pricing function.
  • Under Lines, select an existing service item line or create a new line.
  • Under Lines, select Line > Worksheet from the menu bar.
  • The worksheet of the previously selected service item line opens.
  • Under Lines, select Resource from the Type column.
  • In the No. column, enter the resource for which you have previously defined the resource unit price.
  • The defined resource unit price is then automatically entered in the Unit Price Excl. VAT column.
  • If you enter a number in the Quantity column, the price in the Line Amount Excluding Tax column is calculated using the price in the Unit Price Excl. VAT column.

Customizing Resource Line Discounts per Customer, Customer Price Group or Campaigns

You can assign specific line discounts per customer, customer price group, campaigns, or all customers to a resource. This means that certain resources can be assigned line discounts for different sales types.

To customize line discounts for resources, proceed as follows:

  1. Define individual line discounts in the resource card
  2. Enable the function Advanced Pricing for a service order type in the service order types

Define resource line discount

  • Use the quick search to find the page Resources in TRASER DMS 365.
  • A new window is displayed with the already predefined resources.
  • Select a resource.
  • Select Process > Discounts from the menu bar.
  • A new page opens in which you can specify more detailed settings for the resource line discounts.
  • In the Sales Type column, enter for who the resource line discount is to apply (customer, customer discount group, all customers, or campaign).
  • In the Sales Code column, enter the required value (for example, customer number or campaign number).
  • In the Type column, select whether you want the resource line discount applied to a particular resource or resource group, or to all resources.
  • In the Code column, select the required resource or resource group.
  • In the Unit of Measure Code column, enter the unit of the resource.
  • In the Line Discount % column, enter the desired price.

Note

The remaining columns and fields are not described here in detail, but can of course also be filled in by you.

  • Closing the page will apply the changes.

Enabling Advanced Pricing In Service Order Types

  • Use the quick search to find the page Service Order Types in TRASER DMS 365.
  • You will see the page with the already predefined service order types.
  • Activate the field in the Advanced Pricing column for the service order type for which you want to allow adjusted resource unit prices.

Example using a service order

Once you have set up lines discounts for a resource and have activated the Advanced Pricing function for a service order type, you can work with the resource line discounts in service documents. This example illustrates working with resource line discounts using a service order.

  • Use the quick search in TRASER DMS 365 to find the page Service Orders.
  • You will see the page with the already predefined service orders.
  • Create a new service order or open an existing service order.
  • Under Generalin the Service Order Type field, enter the service order type for which you have activated the Advanced Pricing function.
  • Under Lines, select an existing service item line or create a new line.
  • Under Lines, select Line > Worksheet from the menu bar.

Note

If the Line menu option is not shown, click More Options.

  • The worksheet of the previously selected service item line opens.
  • Under Lines, select Resource from the Type column.
  • In the No. column, enter the resource for which you have previously defined the resource line discount.
  • The defined resource line discount is then automatically entered in the Line Discount % column.