Services, Price Calculation and Internal Accounting – Interaction of the Tables

In the master data module Contracts not only the complete service catalogue offered to the customers is administered. In addition to this, the basic foundation of service price calculation and internal accounting is laid here. For these purposes, the application offers a variety of general options differing in complexity which can be used according to each customer's individual requirements in regard to pricing, VAT assignment, internal accounting and bookkeeping. This introductory chapter describes the basic interaction of the tables involved. Additional details can be found in the individual chapters describing each of the tables.

The simplest variant is the use of the application at a single station without advanced account management. In this case, only the tables Services and the dependent table Services -> Price Configurations are required for creating a service catalogue including basic prices. Optionally, it is also possible to use the table Price Configurations > Rules in combination with the table Services -> Price Configurations to define a variety of conditions (e.g. surcharges if the service is rendered on a bank holiday etc.) which result in different prices if they are applicable to an event for which the corresponding services are provided.

For a complex company structure, the table Service > Price Configurations can also be used to define individual service prices for different stations/subsidiaries. The dependent table Services -> Account can be used to define a structure of internal allocation accounts to which the services are to be booked. Concomitantly, applicable VAT rates can be assigned to individual services based on the country the providing station is located in. Services are also attributed to internal operative departments in the field Org.Unit. This attribution is of special importance in case you use the operative application functions for the printing of task sheets or service recording via mobile computer devices: Here, the services are only printed on task sheets or sent to mobile devices for those members of the operative staff which are assigned the identical organisation unit (see chapter The Table Users). Finally, an ERP number can be defined for the identification of services and customers in preparation for forwarding the billing-related data to an external financial accounting system.