A price list is made up of activities (cost types) which define hourly rates for timesheets, price quotes, scheduled tasks, invoices, and the suggested profit margin on purchases.
The exceptions feature is a way to add a special rule around an employee, position, department/profit centre, activity or company to a price list.
...
| Info |
|---|
WorkBook will look at which option has the higher priority (1 is highest and 9 is lowest) in order to select the correct rate. |
Employee - select the employee the exception is for
Specify rule on specific activities - if this exception is only to apply to specific activities you can check this box and be able to select the activities you wish to include
Valid from date - this is the date the rate will be effective from
Hourly sales price - this is a compulsory field where you need to add a default hourly rate. This amount is just a starting point and can be amended later.
Purchase profit margin - another compulsory field where you need to add a default profit margin for purchases, which can be amended later. If there is no margin to be added simply put 1.0 into the field. To add a 10% profit margin it would be 1.1, 20% is 1.2, 30% 1.3, and so on…
Click ok
...
In this example, the employee Kye Hush is assigned the activity Senior Producer and on this price list, that activity’s default rate is $180. By creating the employee exception it means that:
When Kye Hush timesheets to the job it will be at a rate of $200 instead of the standard $180
All other employees assigned Senior Producer as their activity will be at a rate of $180 as per the default rate on the price list
...
| Info |
|---|
WorkBook will look at which option has the higher priority (1 is highest and 9 is lowest) in order to select the correct rate. |
Position - select the position the exception is for
Specify rule on specific activities - if this exception is only to apply to specific activities you can check this box and be able to select the activities you wish to include
Valid from date - this is the date the rate will be effective from
Hourly sales price - this is a compulsory field where you need to add a default hourly rate. This amount is just a starting point and can be amended later.
Purchase profit margin - another compulsory field where you need to add a default profit margin for purchases, which can be amended later. If there is no margin to be added simply put 1.0 into the field. To add a 10% profit margin it would be 1.1, 20% is 1.2, 30% 1.3, and so on…
...
DEPARTMENT/PROFIT CENTRE EXCEPTION
If you wish to specify that a whole department or profit centre have an exception applied
An example of using a department/profit centre exception is when you want a specific department/profit centre to have a different rate to the normal rate for that activity, . By creating a department/profit centre exception, you are telling WorkBook to ignore the hourly rate set against an employee’s default activity in this price list.
So, when a job is created in WorkBook and the price list is applied to that job:
...
When the employee that has that position, timesheets to that job, it will pull in the exception rate you have created on the price list, rather than the rate set against the employee’s default activity in the price list.
...
If you want a specific department/profit centre to have a different rate to the normal rate for that department/profit centre’s employees (based on the activity applied to those employees), then this is an example of a department/profit centre exception. By creating a department/profit centre exception, you are telling WorkBook to ignore the hourly rate of the employees' default activity in the price list for the employees that are part of that department/profit centre.
...
When an employee that belongs to that department, /profit centre timesheets to that job, it will pull in the exception rate you have created on the price list, rather than the rate set against the employee’s default activity in the price list.
When you select an employee from that department/profit centre as a resource on a price quote, schedule, or invoice for the job, it will use the department/profit centre exception rate rather than the rate set against the employee’s default activity in the price list.
...
| Info |
|---|
WorkBook will look at which option has the higher priority (1 is highest and 9 is lowest) in order to select the correct rate. |
Department/Profit Centre - select the department/profit centre the exception is for
Specify rule on specific activities - if this exception is only to apply to specific activities you can check this box and be able to select the activities you wish to include
Valid from date - this is the date the rate will be effective from
Hourly sales price - this is a compulsory field where you need to add a default hourly rate. This amount is just a starting point and can be amended later.
Purchase profit margin - another compulsory field where you need to add a default profit margin for purchases, which can be amended later. If there is no margin to be added simply put 1.0 into the field. To add a 10% profit margin it would be 1.1, 20% is 1.2, 30% 1.3, and so on…
...
If you have a multi company setup in WorkBook you can add company exceptions to your price listlists.
So, when a job is created in WorkBook and the price list is applied to that job:
...
| Info |
|---|
WorkBook will look at which option has the higher priority (1 is highest and 9 is lowest) in order to select the correct rate. |
Company - select the company the exception is for
Specify rule on specific activities - if this exception is only to apply to specific activities you can check this box and be able to select the activities you wish to include
Valid from date - this is the date the rate will be effective from
Hourly sales price - this is a compulsory field where you need to add a default hourly rate. This amount is just a starting point and can be amended later.
Purchase profit margin - another compulsory field where you need to add a default profit margin for purchases, which can be amended later. If there is no margin to be added simply put 1.0 into the field. To add a 10% profit margin it would be 1.1, 20% is 1.2, 30% 1.3, and so on…
Click ok
...
In this example, any employee that belongs to the company ‘ArpeDiem' will have a timesheet rate of $100 an hour rather than the default price list rate for their activity/s.
...
ACTIVITY EXCEPTION - DO WE NEED THIS ONE????
Blurb
ADDING AN ACTIVITY EXCEPTION
...
Go to the settings module > price lists & activities > select price lists
...
In the list tab > select the price list you wish to add an exception to
In the price list data window select:
...
Priority - this is the lookup priority. If this exception is to take priority over the regular rate then you should ensure it is a higher priority
| Info |
|---|
WorkBook will look at which option has the higher priority (1 is highest and 9 is lowest) in order to select the correct rate. |
Valid from date - this is the date the rate will be effective from
Hourly sales price - this is a compulsory field where you need to add a default hourly rate. This amount is just a starting point and can be amended later.
Purchase profit margin - another compulsory field where you need to add a default profit margin for purchases, which can be amended later. If there is no margin to be added simply put 1.0 into the field. To add a 10% profit margin it would be 1.1, 20% is 1.2, 30% 1.3, and so on…
...
Click ok
...
In this example,
...
...
Related articles
| Filter by label (Content by label) | ||
|---|---|---|
|