Invoicing Rate Table

OBJECTIVE

The Invoicing Rate Table option is used to create rate tables based on activities and employment categories, as well as material markup tables and miscellaneous expense calculations. These tables will subsequently be used in Contract Management to identify invoicing rate tables for hours, material markups and miscellaneous expenses.

The Activity-based Invoicing table will be used to invoice the technician's activities.

The Category-based Invoicing table will be used to invoice by employment category (i.e. Refrigeration Specialist, Tinsmith, etc.).

The miscellaneous expenses table will be used to invoice additional expenses, such as administration fees based on teh selling prices.

 

PREREQUISITEs

• Define Activities (if applicable according to the invoicing method in the Contract Management option)
• Define Service Occupation
• Define Materials or Catalogue Management

 

Summary

• Creating an Activity-based Invoicing Rate Table
• Creating a Category-based Invoicing Rate Table
• Creating an Invoicing Rate Table to Mark Up Material
• Creating an Invoicing Rate Table for Equipment
• Creating an Invoicing Rate Table for Miscellaneous Expenses

 

Steps

maestro* > Service Management > Maintenance > Configurations > Invoicing Rate Table

 

Fields followed by the * character are mandatory fields.

 

Creating an Activity-based Invoicing Rate Table

1. Click on the Activity-based Invoicing tab.
2. Enter the required information in the Details tab:

Field	Description
Task Code*	Code that identifies the activity-based invoicing table.
Description	Description that identifies the table.
Comment	Comment for entering more detail. NOTE: This comment can be accessed when searching by pressing the F7 key.

1. Breakdown section:

Field	Description
Number	Number that identifies the activity for information purposes.
Activity	Description of the activity entered in Define Activities.
Rate	Rate that will be invoiced for the activity.

3. Click Save.

 

Creating a Category-based Invoicing Rate Table

1. Click on the Category-based Invoicing tab.
2. Enter the required information in the Details tab:

Field	Description
Code	Code that identifies the category-based invoicing table.
Description	Description that identifies the table.
Comment	Comment for entering more detail. NOTE: This comment can be accessed when searching by pressing the F7 key.
Discount	Discount that applies to all employment categories in the Breakdown section.

1. Breakdown section:

Field	Description
Seq	Displays the employment category code for information purposes.
Category	Displays the description of the employment category for information purposes only.
Hourly Table	Available values: Rate Selling hourly rate for regular time. Half Time Selling hourly rate for half time. Double Time Selling hourly rate for double time.
Discount %	Discount applies only to the employment category specified.

3. Click Save.

 

Creating an Invoicing Rate Table to Mark Up Material

1. Click on the Material Markup tab.
2. Enter the required information in the Details tab:

Field	Description
Code	Code that identifies the material markup table.
Description	Description that identifies the material markup table.
Comment	Comment for entering more detail about the table. NOTE: This comment can be accessed when searching by pressing the F7 key.

3. Select one of the two following sections to mark up the material:

1. Group Markup section 

Field	Description
Materials, Sub-contractors, Equipment and Miscellaneous	Used to enter a markup percentage for each expense group. By completing this section, the system marks up the items entered in Return from a Service Call or in Purchasing according to the expense group entered. NOTES: If the percentage is entered as a negative value, the system decreases the selling price of the part to give the customer a discount on the selling price by the percentage entered. If the percentage is entered as a positive value, the system increases the cost of the part by the percentage entered. If a percentage is only entered for certain groups, those that have not been marked up will be calculated based on the values entered in the breakdown. If no value is available in the breakdown section, the system will apply the invoicing rate for the material specified in Configuration, General section.
Use the customer price and discount tables (Materials)	Uses information entered in Define Customer Pricing to calculate the selling price of items.

2. Breakdown section 

This section lets you set the selling price based on the unit price of the item.

Field	Description
Maximum Amount	Used to enter a maximum amount for applying the markup rate or discount entered in the % column.
%	Enter a percentage as a negative value to enter a discount. The part will be calculated as the selling price of the catalogue item less the discount. A percentage entered as a positive value means that the part will be calculated at the cost marked up by the percentage entered.

4. Click Save.

 

Creating an Invoicing Rate Table for Equipment

If an equipment table has not been defined in Contract Management, the user must enter the selling prices manually when preparing the invoice.

 

1. Click the Equipment tab.
2. Enter the required information in the Details tab:

Field	Description
Code	Code that identifies the invoicing table for the equipment.
Description	Description that identifies the table.
Comment	Comment for entering more detail about the table. NOTE: This comment can be accessed when searching by pressing the F7 key.

1. Breakdown section:

Field	Description
Code	Equipment code from Equipment Management depending on the module installed.
Description	Description of the equipment to be invoiced.
Selling Price	Unit selling price to be invoiced.

3. Click Save.

 

Creating an Invoicing Rate Table for Miscellaneous Expenses

1. Click the Miscellaneous Expenses tab.
2. Enter the required information in the Details tab:

Field	Description
Code	Code that identifies the invoicing table for miscellaneous expenses.
Description	Description that identifies the table.
French description for invoicing	French text that is displayed as the group title in invoicing.
English description for invoicing	English text that is displayed as the group title in invoicing.

1. Breakdown section:

The information entered in this grid are automatically copied to each of the calls during the invoice preparation stage. The value of expenses will be calculated and added to the amounts invoiced to customers. These items will be shown on the invoice according to the invoicing method selected.

Field	Description
Code	Code for the item from Catalogue Management or Define Materials depending on the module installed.
Description	Description of the item.
Mode	Identifies the calculation method for miscellaneous expenses. Available values: Rate Calculates an amount for expenses based on a rate to be applied to the sum of selling amounts for items. Fixed Let you invoice miscellaneous expenses based on a fixed amount.
Quantity	Quantity to be invoiced for miscellaneous expenses if the method is Fixed.
U.P. / Rate	Markup percentage, if the method is fixed or markup percentage, if the method is by rate.
Tax 1	Tax code applicable.
Tax 2	Tax code applicable.
Amount	Amount to be invoiced. NOTE: The amount is displayed by default is the Quantity and Unit Price columns have been completed. Otherwise, you can enter an amount to be invoiced manually if the method is Fixed.
Minimum Amount	Let you specify a minimum amount to be invoiced if the method is Percentage.
Maximum Amount	Let you specify a maximum amount to be invoiced if the method is Percentage.
Apply To	Let you specify the expense group to which miscellaneous expenses will be applied. NOTE: When using the Fixed method, the amount will be applied regardless of the expense type. In Rate mode, the system applies the expense type according to the Apply To column. Available values: Labour The system calculates the amount of expenses on labour that can be invoiced entered in Return From a Service Call or in Distribution of Hours. Material The system calculates the billable expense amount on the material entered. NOTE: All of the material entered in return from a service call, regardless of the item type (Material, Sub-contractor, Equipment, Miscellaneous) is considered a Material type for invoicing purposes. Equipment, Miscellaneous and Sub-contractors Calculates the expense amount based on the items to be invoiced only.
Applicable to Calls	Used to specify the call type(s) to which the Miscellaneous charges apply. The drop-down menu options are: All Service Installation Maintenance
Applicable to Lump Sum Calls	Allows to indicate that an item to invoice applies to lump sum calls. When a product code is added or modified on a line of the grid, the box is checked by default.

 

See also

• Contract Management
• Preparation
• Define Customer Pricing

 

Last modification: November 12, 2024