Calculation Entry Types

Calculation entry types are used for the Calculation Review to determine the costs and revenues. This chapter is divided into the following sections:

Adding a Calculation Entry Type to a Service Order Type

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

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Service Order Types.
  • A list containing all service order types is displayed.
  • Click on Edit List in the menu bar.
  • Select the service order type you would like to assign a calculation entry type to and scroll to the Calculation Entry Type column.
  • Enter a calculation entry type. The options for this column are predefined by the system and cannot be changed or modified.
  • You have successfully assigned a calculation entry type to a service order type. For more information on creating service order types, please click here.

Note

If you assign a service order type with calculation entry type to a document (sales, purchase or service), the field Calculation Entry Type in the sales, purchase and service lines will be filled by the system for the added service items.

Adding a Calculation Entry Type to a Resource Group

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

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Resource Groups.
  • A list containing all resource groups is displayed.
  • Click on Edit List in the menu bar.
  • Select the resource group you would like to assign a calculation entry type to and click on the Calculation Entry Type field.
  • Select a calculation entry type from the drop-down menu. The options for this column are predefined by the system and cannot be changed or modified.
  • You have successfully assigned a calculation entry type to a resource group.

Adding a Calculation Entry Type to a Resource

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

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Resources.
  • A list containing all resources is displayed. For more information on resources, click here.
  • Open the resource you would like to assign a calculation entry type to.
  • Scroll to the Invoicing tab.
  • You will find the Calculation Entry Type field on the right-hand side. Select a calculation entry type from the drop-down menu. The options you can select here are predefined by the system and cannot be set up by the user.
  • You have successfully assigned a calculation entry type to a resource.
  • Close the resource card.

Note

If you assign a resource with a calculation entry type to a document (Sales, Purchase or Service), the field Calculation Entry Type in the sales, purchase and service lines will be filled in with the value of the resource.

Adding a Calculation Entry Type to an Item Charge

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

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Item Charges.
  • The page Item Charges is displayed. In the table you find all item charges that have been created so far.
  • Click on Edit List in the menu bar.
  • Select the item charge you would like to assign a calculation entry type to and click on the Calculation Entry Type field.
  • Select a calculation entry type from the drop-down menu. The options for this column are predefined by the system and cannot be set up by the user.
  • You have successfully assigned a calculation entry type to an item charge. For more information on item charges, please visit the page Item Charges.

Note

If you add an item charge with calculation entry type to a document (sales or purchase) and assign the item charge to a service item line, the field Calculation Entry Type in the sales or purchase lines will be 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 written in the line.