Surcharge on work type example

Sometimes a work type surcharge has to be calculated. In Profit Projecten you can use the combined discount functionality across groups, this enables you to calculate surcharges per work type.

Activate a combined discount over a combined group

Before you can work with Discount/surcharge over combined groups, you must activate this function.

To activate a combined discount over a combined group:

1. Go to: General / Environment / Management / Properties.
2. Go to the tab: Activation.
3. Select the Discount/surcharge over combined groups check box:

   

4. Click on: OK. 
5. When a message appears, click on Yes.
6. Click on OK in the next message.

Authorise a menu item

You have activated the setting and now must set up the authorisation so that certain users can add the discount scales.

To authorise a menu item:

1. Go to: General / Management / Authorisation tool.
2. Select the user or user group to whom you want to give access to the menu item.
3. On the right side, click on Menu / Order Management / Sales / Price/discount.
4. Select the Discount scale over combined groups check box.
5. Now go to Menu / Order Management / Item / Grouping.
6. Select the Combined group check box.
7. Now click on the cross in the upper right-hand corner.
8. Open the environment again by clicking on Yes in the message.

Add a discount scale over a combined group

Authorised users can now add discount scales.

To add a discount scale over a combined group:

1. Go to: Order Management / Sales / Price/discount / Discount/supplement scale over combined groups.
2. Click on: New. 
3. In Discount/supplement scale, enter a number, for example 1.
4. Enter a clear description, for example Toeslag voor avondwerk.
5. Select the discount type, for example Kortingsregel.
6. Select the account on which Profit should enter the discount, for example 7050 - Werk door derden.
7. Enter the percentage in the line. If you enter a negative percentage or amount, the Allowance field will be activated. You cannot enable or disable the Surcharge field manually. Enter a percentage, for example -10%.
8. Click on: Finish. 

Add a combined group

The discount scale you have just created must now be linked to the combined group.

To add a combined group:

1. Go to: Order Management / Item / Grouping / Combined group.
2. Click on: New. 
3. Complete the fields. 

   Create a code and enter a description for the combined group. For example, code '1' and enter ‘Evening work by third parties' as the description.

4. Click on: Finish. 

Link a discount scale to a sales contact profile and work type

The discount scale must now be linked to a sales contact:

1. Go to: General / Configuration / Integration settings / Sales contact profile.
2. Open the properties of the sales contact profile.
3. Open the Combined discounts tab.
4. Select the Combined group.
5. Select the Toeslag voor avondwerk discount scale.
6. Click on: OK. 

You must now link the discount scale to the work type.

1. Go to: Projects / Item / Work type.
2. Open the properties of a work type.
3. Open the Extra tab.
4. Select the Combined group.
5. Click on: OK. 

Modify an entry layout

If you want to have the invoice discount visible while entering orders, packing slips or invoices, you must include the Combined discount over groups field in the entry layout. You add this field to the Footer.

To modify an entry layout:

1. Go to: General / Management / Entry layout.
2. Open the properties of the entry layout of, for example, the packing slip.
3. Open the Footer tab.
4. Under Layout, open the Totals tab.
5. Drag all the fields in the left column one field down. You must start with the bottom field.
6. Click on: the '+' for line fields.
7. Drag the Combined discount over groups field to the empty field that has been created.
8. Rename the Combined discount over groups field at the bottom of the window by entering the text 'Surcharge' in the ‘Deviating description' field in the ‘Field properties'.
9. Click on: OK. 

Modify an invoice layout

You must include the Combined discount over groups field in the invoice layout.

To modify an invoice layout:

Note: 

A default invoice layout is available that already includes the combined discount. Instead of modifying your own invoice layout you can also choose to link this new invoice layout to the sales contact profiles.

1. Go to: Order Management / Output / Management / Report.
2. Open the properties of the invoice layout.
3. At the bottom left click on Modify.
4. Go to: Sales invoice / Amounts.
5. Select the Discount/surcharge over invoice total field and add it to the fields in the data collection by clicking on the '>'.
6. Click on: Next. 
7. Click on: Yes. 
8. Click on: Next. 
9. Click on: Next. 
10. Click on: Finish. 
11. The Combined discount over groups field has now been added to the fields in the detail section. Now drag this field to the desired position on the invoice.
12. Save the report. If you now add a packing slip, report it ready and make an invoice for it, the combined discount is displayed at the bottom of the layout.