Prices in Project Drafts

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Two principles are used depending on whether Item number/Employee is filled in

Principle 1. If Item number is Blank and Employee is filled in

The price lookup in the project draft has been changed to follow the same principle as in the timesheet. Prices are taken from
  • Employee rates (price matrix)
  • Salary type (Sales price and Rate (cost price))
  • Employee master card
The following fields are looked at when searching for price
  • Date and time
  • The project
  • Employee
  • Salary type
  • Billable (used for accounting purposes)
#1 - Combinations and outcomes
Field Filled in Description of the field
Project X
Employee
Wage type X
Project type X Filled in via Salary type (required to be able to post the draft). Has no influence on price lookup, but controls the Billable field
No prices are retrieved when Employee is not filled in   #2 - Combinations and outcomes
Field Filled in Description of the field
Project X
Employee X
Salary type
Project type X Filled in via Salary type (required to be able to post the draft). Has no influence on price lookup, but controls the Billable field
Prices are retrieved from Employee master data Cost price = Employee.cost price Sales price = Employee.Sales price   #3 - Combinations and outcomes
Field Filled in Description of the field
Project X
Employee X
Wage type X
Project type X Filled in via Salary type (required to be able to post the draft). Has no influence on price lookup, but controls the Billable field
  The search is prioritized as follows: Note: If there is a Cost Price and Sales Price, no further search is performed in the hierarchy. 1. Prices are first searched for in the Price Matrix (Employee rates)
  1. Then search for prices in the Salary type table
  2. It then searches for prices on the Employee table
  Item 1a - Search in Price Matrix
  • Selects prices for the current Employee and Salary type
  • Prices must be within the selected date
  • If prices are specified with a Project, check for a match
  • If prices are specified with Debtor account, check for a match (only if there was no match on Project)
If there is no match in the above search - a search is made for Salary type=Default, if this is used. Note: A further search is also made for Default Salary type if the price found in Item 1a is not specified with Project or Debtor account.
  • Item 1b - Search in Price Matrix by Default Wage Type
  • Selects prices for the current Employee and Salary type=Default
  • Prices must be within the selected date
  • If prices are specified with a Project, check for a match
  • If prices are specified with Debtor account, check for a match (only if there was no match on Project)
Item 2 - Salary type table If a Cost price and/or Sales price is not found, continue searching in the Salary type table
  • Draft.Cost.Price = Salary.Rate (only used if Draft.Cost.Price = 0)
  • Draft.Sales.Price = Salary.Sales.Price (only used if Draft.Sales.Price = 0)
  Item 3 - Employee table The Employee table is searched further if a Cost price and/or Sales price is not found
  • Draft.Cost = Employee.Cost (only used if Draft.Cost = 0)
  • Draft.Sales.Price = Employee.Sales.Price (only used if Draft.Sales.Price = 0)
  • Note: If dimensions are specified on the Employee rate, they are inserted during price lookup. lookup of price
  • Note: If an item number is specified on the Employee rate, it is inserted during price lookup. lookup of price
 

Principle 2. If Item number is filled in

IMPORTANT: when item number is filled in, prices are not retrieved from Employee rates/Salary type or employee. Do the following: Dimensions are updated from the Project. The following happens if the item number is filled in:
  • Prices are updated from the item or customer prices If dimensions are specified on the item, these are updated + Warehouse and Location
  • If a Project Type is specified on the item, this is updated and the Billable Project Type field is also updated
  • If a Salary type is specified on the item, this will be updated
  • If a Unit is specified on the Salary type, this will be updated
  • If a Project Type is specified on the Salary type, this will be updated
  • If dimensions are specified on the Salary type, these are updated
 
  • If employee is filled in, the following happens: If a Salary type is specified on the employee, this is updated
  • Prices are updated from Employee Rates/Payroll or Employee (only if item number is blank)
  • If a Unit is specified on the Salary type, this will be updated
  • If a Project Type is specified on the Salary type, this will be updated
  • If dimensions are specified on the Salary type, these are updated
  • If an item number is specified on the Salary type, this will be updated
 
  • If the employee is blank and the salary type is filled in, the following happens: If a Unit is specified on the Salary type, this is updated
  • If a Project Type is specified on the Salary type, this will be updated
  • If dimensions are specified on the Salary type, these are updated
  • If an item number is specified on the Salary type, this will be updated
Billable field
  • Inserting/updating Project updates the Billable field with the value from the Project. Project has the Billable field, which is controlled by the Billing method field.
  • Inserting/updating Project type updates the Billable field with the value from the Project type.
  • Inserting/updating an item number that has a Project type specified in the item table. The Billable field is updated with the value of the Project type.