Prices and Discounts
This chapter describes how you can set up prices and discounts for resources in TRASER DMS 365. It is divided into the following sections:
- Customizing Unit Prices per Customer, Customer Price Group or Campaigns
- Customizing Resource Line Discounts per Customer, Customer Price Group or Campaigns
Customizing Resource Unit Prices per Customer, Customer Price Group or Campaign
You can adjust the unit price of a resource per customer, customer price group, campaigns, or for all customers. That way, specific resources can be assigned different prices for different sales types. To customize prices for resources, you must first define the individual resource unit prices on the resource card. The following sections explain how to fulfill these conditions.
Defining Resource Unit Prices
In TRASER DMS 365, you define resource unit prices using a sales price list. To create a sales price list for resources, please proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Price Lists page.
- Click on New to create a new sales price list for resources.
- Complete the information in the General FastTab according to the following table:
| Field | Description |
|---|---|
| Code | Once you select a different field, this field will be filled in automatically by the system. |
| Description | Enter a significant description for the price list, e.g., Resource Price List. |
| Assign-to Type | Select whether you want to assign this price list to all customers, a specific customer, customer price group, customer discount group, campaign, or contact. |
| Assign-to No. | If you selected a different option than All Customers in the Assign-to Type field, select here the number of the respective entity. The price list will only be used for this entity. |
| VAT Bus. Posting Gr. (Price) | Select the default VAT business posting group code. |
| Price Includes VAT | Activate this toggle switch if the prices already include VAT. |
| View Columns for | Specify if the columns of the price list lines should only display Prices, Discounts, or Prices and Discounts. |
| Status | Select whether the price list is active and can be used for price calculations, whether it is inactive, or whether it is a draft. |
| Currency Code | Select the currency code for the price list from the dropdown list. |
| Starting Date | Specify the date from which the price list should be valid. |
| Ending Date | Specify the date until which the price list should be valid. |
| Allow Updating Defaults | Activate this toggle switch to enable changing the values in the fields on the price list lines that contain default values from the price list header. This does not affect the ability to allow line or invoice discounts. |
| Allow Invoice Disc. | Activate this toggle switch to enable using invoice discounts. |
| Allow Line Disc. | Activate this toggle switch to enable using line discounts. |
- Navigate to the Lines FastTab and fill in the fields according to the information in the following table:
Note
If you specify a Work Type Code, all combinations of work type and Order Type must be defined in the price list to ensure correct price calculation.
| Field | Description |
|---|---|
| Product Type | In this field, select the Resource Group option. |
| Product No. | Enter the identifier of the product, e.g., TECHNICIAN. If this field is not filled in, the price and discount values apply to all products of the selected product type for which these values are not specified. |
| Description | This field will be filled in by the system with the description of the Product No.. You can change the description manually. |
| Order Type | Specify the order type for which the resource price of the price list is valid. |
| Work Type Code | Optional Specify the desired work type code, e.g., TRAVEL. |
| Unit of Measure Code | Specify the unit of measure code, e.g., STD for hour |
| Defines | Specify if the price list line applies to prices, discounts, or prices and discounts. |
| Price Factor | Specify the price factor which is used for the calculation of the unit price. |
| Unit Price | Enter the unit price of the resource. |
| Allow Line Discount | Select this checkbox if a line discount should be calculated once the price is offered. |
| Line Discount % | Specify the line discount for the price line. You can also set up multi-level discounts using this field. |
| Allow Invoice Disc. | Select this checkbox if an invoice discount should be calculated once the price is offered. |
| Price Base Amount | Enter here the amount which is used as basis for the sales price calculation. |
| Surcharge Calculation Base | Specify if the sales price is based on the published cost or unit price. |
| Surcharge in % | The surcharge is automatically filled in based on the surcharge settings from the catalogs. |
| Rounding Amount Added Before | Optional Enter the amount which was calculated before the unit price was rounded. |
| Rounding Type | Optional Specify how the amount was rounded. |
| Rounding Precision | Optional Specify the rounding precision for the amount. |
| Rounding Amount Added After | Optional Enter the amount which was calculated after the unit price was rounded. |
| Price incl. VAT | Select this checkbox if the prices should include VAT. This checkbox is automatically selected when the Price incl. VAT toggle switch has been activated in the General FastTab. |
| VAT Bus. Posting Group (Price) | Select the VAT business posting group here. |
| Dynamic Surcharge Base | Select the No Dynamic Surcharge option from the dropdown menu. |
Tip
The remaining columns are not described in detail here, but can be filled in as needed.
- Repeat this step for all relevant resources.
You have successfully set up resource unit prices in a sales price list.
Setting up Resource Unit Prices in a Service Order (Example)
Once you have set up unit prices for a resource, you can use them in service documents. This example illustrates working with resource unit prices using a service order.
- Use the quick search (ALT+Q) to find the Service Orders page.
- Create a new service order or open an existing service order.
- Select the relevant service order type in the Service Order Type field in the General FastTab.
- In the Lines FastTab, select an existing service line or create a new line.
- Click on Line > Worksheet in the menu bar of the Lines FastTab.
- The worksheet of the previously selected service line opens.
- In the Lines FastTab, select the Resource value 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.
- Enter the quantity in the Quantity column. The price in the Line Amount Price Excl. VAT column is then automatically calculated based on the price in the Unit Price Excl. VAT column.
You have successfully set up resource unit prices in a service order.
Customizing Resource Line Discounts per Customer, Customer Price Group or Campaigns
You can assign specific line discounts to a resource per customer, customer price group, campaigns, or all customers. This means specific resources can be assigned different line discounts for specific sales types. To customize line discounts for resources, you must first specify the individual line discounts on the resource card. The following sections explain how to fulfill these conditions.
Defining Resource Line Discount
In TRASER DMS 365, you define resource line discounts using a sales price list. Please proceed as follows to define resource line discounts:
- Use the quick search (ALT+Q) to find the Sales Price Lists page.
- Click on New to create a new sales price list for resource line discounts.
- Complete the information in the General FastTab according to the following table:
| Field | Description |
|---|---|
| Code | Once you select a different field, this field will be filled in automatically by the system. |
| Description | Enter a significant description for the price list, e.g., Resource Discount List. |
| Assign to Type | Select whether you want to assign this price list to all customers, a specific customer, customer price group, customer discount group, campaign, or contact. |
| Assign to No. | If you selected a different option than All Customers in the Assign-to Type field, select here the number of the respective entity. The price list will only be used for this entity. |
| VAT Bus. Posting Gr. (Price) | Select the default VAT business posting group code. |
| Price Includes VAT | Activate this toggle switch if the prices already include VAT. |
| View Columns for | Select the Discounts option. That way, only discounts will be displayed in the price list columns. |
| Status | Select whether the price list is active and can be used for price calculations, whether it is inactive, or whether it is a draft. |
| Currency Code | Select the currency code for the price list from the dropdown list. |
| Start Date | Specify the date from which the price list should be valid. |
| Ending Date | Specify the date until which the price list should be valid. |
| Allow Updating Defaults | Activate this toggle switch to enable changing the values in the fields on the price list lines that contain default values from the price list header. This does not affect the ability to allow line or invoice discounts. |
| Allow Invoice Disc. | Activate this toggle switch to enable using invoice discounts. |
| Allow Line Discount | Activate this toggle switch to enable using line discounts. |
- Navigate to the Lines FastTab and fill in the fields according to the information in the following table:
Note
If you specify a Work Type Code, all combinations of work type and Order Type must be defined in the price list to ensure correct price calculation.
| Field | Description |
|---|---|
| Product Type | In this field, select the Resource Group option. |
| Product No. | Enter the identifier of the product, e.g., TECHNICIAN. If this field is not filled in, the discount values apply to all products of the selected product type for which these values are not specified. |
| Description | This field will be filled in by the system with the description of the Product No.. You can change the description manually. |
| Order Type | Specify the order type for which the resource discount of the price list is valid. |
| Work Type Code | Optional Specify the desired work type code, e.g., TRAVEL. |
| Unit of Measure Code | Specify the unit of measure code, e.g., STD for hour |
| Defines | Select the Discounts option. |
| Price Factor | Specify the price factor which is used for the calculation of the unit price. |
| Line Discount % | Enter here the line discount for the price line. |
| Multi-Level Disc. Exist | Select this checkbox if multi-level discounts should be calculated once the price is offered. |
| Price Base Amount | Enter here the amount which is used as basis for the sales price calculation. |
| Surcharge Calculation Base | Specify if the sales price is based on the published cost or unit price. |
| Surcharge in % | The surcharge is automatically filled in based on the surcharge settings from the catalogs. |
| Rounding Amount Added Before | Optional Enter the amount which was calculated before the unit price was rounded. |
| Rounding Type | Optional Specify how the amount was rounded. |
| Rounding Precision | Optional Specify the rounding precision for the amount. |
| Rounding Amount Added After | Optional Enter the amount which was calculated after the unit price was rounded. |
Tip
The remaining columns are not described in detail here, but can be filled in as needed.
- Repeat this step for all relevant resources.
You have successfully set up resource discounts in a sales price list.
Setting up Resource Line Discount in a Service Order (Example)
Once you have set up discounts for a resource, you can use them in service documents. This example illustrates working with resource line discounts using a service order.
- Use the quick search (ALT+Q) to find the Service Orders page.
- Create a new service order or open an existing service order.
- Select the relevant service order type in the Service Order Type field in the General FastTab.
- In the Lines FastTab, select an existing service line or create a new line.
- Click on Line > Worksheet in the menu bar of the Lines FastTab.
- The worksheet of the previously selected service line opens.
- In the Lines FastTab, select the Resource value 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.
You have successfully set up a resource line discount in a service order.