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, activity, position, department/profit centre or company to a price list.
ON THIS PAGE YOU WILL FIND: |
|---|
EMPLOYEE EXCEPTION
By creating an employee exception, you are telling WorkBook to ignore the hourly rate set against the employee’s default activity in this price list.
So, when a job is created in WorkBook and this price list is applied to that job:
When the employee 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 the employee as a resource on a price quote, schedule, or invoice for the job, it will use the employee exception rate rather than the rate set against the employee’s default activity in the price list.
ADDING AN EMPLOYEE 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
Go to the price list setup tab > click the add new price list data button
Once enable activity access is checked, a new activity access tab appearsSelect the activity access tab > uncheck the activity box for any activities you do not wish to be used on price quotes, purchase orders, schedules or invoices
Once you have selected which activities have access, only these activities will be available for selection on price quotes, purchase orders, schedules and invoices
For example, if you want a specific employee to go in with a rate of 200 when the normal rate for their activity is 150 on a similar price list is 200, then this is an exception that can be added. In this case the source type must be set to Employee.
ADDING AN ACTIVITY EXCEPTION
Go to the settings module > price lists & activities > select price lists
Select the price list you wish to manage activity access on
Click the enable activity access box
Once enable activity access is checked, a new activity access tab appears
Select the activity access tab > uncheck the activity box for any activities you do not wish to be used on price quotes, purchase orders, schedules or invoices
ADDING A POSITION EXCEPTION
Go to the settings module > price lists & activities > select price lists
Select the price list you wish to manage activity access on
Click the enable activity access box
Once enable activity access is checked, a new activity access tab appears
Select the activity access tab > uncheck the activity box for any activities you do not wish to be used on price quotes, purchase orders, schedules or invoices
ADDING A DEPARTMENT/PROFIT CENTRE EXCEPTION
Go to the settings module > price lists & activities > select price lists
Select the price list you wish to manage activity access on
Click the enable activity access box
Once enable activity access is checked, a new activity access tab appears
Select the activity access tab > uncheck the activity box for any activities you do not wish to be used on price quotes, purchase orders, schedules or invoices