The first step to incorporate economy functions in NSP, comprises of creating invoices for work either per hour via work log or per case and invoicing of Service items.
The invoicing function is per default inactivated when installing the system or upgrading from earlier version. If you want to use it run the following script. Enterprise license is needed:
exec app.spSetGlobalSetting @key ='IsInvoicingEnabled' , @value = 'True'
In order to do this a set-up structure according to the picture must be created
Note! If you in earlier versions have used Work logs and have existing settings with Hourly rates, please read topic Invoicing and Work logs – migration information thoroughly.
Work Rates (Prices) are linked into the charging workflow via a Charging plan.
•For charging on a Ticket either as priced per Ticket or per hour via Work log
•Rate types define different types for which different Rates are set up. For example is the hourly rate different on office hours than for on call hours.
In the Charging plan you define the payment for work and Service items. The set-up is different if you are using invoicing or not:
•Connect Work rates to users
•Define how invoices are created; how and when the charging is done. This is only available is invoicing function is activated.
•What prices (rates) to charge
•If to use exceptions to the common prices (Bill rules).
•You can also define a general discount on the connected prices
The Customer account all information about the buyer.
•You add EndUsers and Agents as Members
•Attach a Charging plan.
•If you want to use fixed Work rates for a user, he or she has to be added to a Customer account with this rate.
Using a set of conditions in the Charging rules (exceptions), you can specify that under certain circumstances the system can use special pricing. For instance special Work rates for a special Group.
The function includes the possibility to define the content of an Invoice via Invoice setting.
Currency handling/FX Rates:
•On creating charge set-up the system default currency is used everywhere.
•Possibility to define a number of currencies to be used to convert the Total sum of an invoice to another currency.
•The conversion rates are set manually in FX Rates.
•Special Currency (not system default) is set in Customer account.
The Work log setup has changed according to the following simple list. A more extensive description is available in topic Invoicing and Work logs – migration information. If you have been using the Work log function before read this topic carefully.
•Debiting is no longer done using the Hourly rates but via Work rates defined under the Financial Management section
•Agent hourly rates are no longer set up for every user. If special rates needs to apply to one user, Charge rules are to be used.
•You can use Work log with manually inputted rates for users that do not belong to any Customer Account.
•If you want to use Work log with predefined rates for a user you must set up a Charge structure for this user. Read more in Invoicing and Work logs – migration information.
•You can create a list of predefined Additional charges that can be set per unit. For instance “Mileage allowance 5 EUR per mile” and in the Work log entry you set the mileage.