Calculation Entry Types

This chapter describes how to use calculation entry types in TRASER DMS 365. Calculation entry types are used for the Calculation Review. The options you can select here are predefined by the system and cannot be set up by the user.

This chapter is divided into the following sections:

• Adding Calculation Entry Types to Service Order Types
• Adding Calculation Entry Types to Resource Groups
• Adding Calculation Entry Types to Resources
• Adding Calculation Entry Types to Item Charges

Adding Calculation Entry Types to Service Order Types

To add a calculation entry type to a service order type, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Order Types page.
• To edit service order types, click on Edit List in the menu bar.
• Navigate to the Calculation Entry Type column.
• Select a calculation entry type for the desired service order type from the dropdown menu.

You have successfully added a calculation entry type to a service order type. For more information on creating service order types, please click here. If you assign a service order type with a calculation entry type to a (sales, purchase, or service) document, the Calculation Entry Type field in the document lines will be automatically filled by the system for the added service items.

Adding Calculation Entry Types to Resource Groups

To add a calculation entry type to a resource group, please proceed as follows:

• Use the quick search (ALT+Q) to find the Resource Groups page.
• To edit resource groups, click on Edit List in the menu bar.
• Select a calculation entry type for the desired resource group from the dropdown menu in the Calculation Entry Type column.

You have successfully added a calculation entry type to a resource group.

Adding Calculation Entry Types to Resources

To add a calculation entry type to a resource, please proceed as follows:

• Use the quick search (ALT+Q) to find the Resources page.
• Open the resource you would like to assign a calculation entry type to.
• Navigate to the Invoicing FastTab.
• Select the desired calculation entry type from the dropdown menu in the Calculation Entry Type column.

You have successfully added a calculation entry type to a resource. If you assign a resource with a calculation entry type to a (sales, purchase, or service) document, the value of the resource will be entered automatically in the Calculation Entry Type field in the document lines.

Adding Calculation Entry Types to Item Charges

To add a calculation entry type to an item charge, please proceed as follows:

• Use the quick search (ALT+Q) to find the Item Charges page.
• To edit item charges, click on Edit List in the menu bar.
• Select a calculation entry type for the desired item charge from the dropdown menu in the Calculation Entry Type column.

You have successfully added a calculation entry type to an item charge. For more information on creating item charges, please click here. If you add an item charge with a calculation entry type to a (sales or purchase) document and assign the item charge to a service item line, the Calculation Entry Type field in the document lines will be automatically filled by the system with the value of the item charge. However, if you have assigned a service order type with a calculation entry type to a document, the calculation entry type of the service order type will be used.