Select button Add charging plan above the list. First a popup is displayed where you select Type for the plan, Work, Service Catalog or Leasing. There are some differences in the following tabs due to the type.
When you select Edit for a plan this first step is skipped, here is the type already known.
Charging Plan is created/edited in steps, there are several tabs in the form. You can step between tabs with buttons Next or Back. When set up is finished for all tabs, click Save to return to Charging Plan list.
In first tab, Properties, you enter Name and Description (translatable texts).
For a Work charging plan here is also a dropdown to select charging type, Per Hour or Per Ticket (see section Work Rates) and checkboxes to choose if it shall be possible to add extra costs and spare parts to worklogs created from the plan, see section Additional charges.
For a Leasing charging plan here is also a mandatory selection for Leasing expiration options, how to handle CI when leasing has expired. Select one radio box button of Return CI(s), Renew, Buy with service or Buy without service.
Return CI(s) will change status on CI from Leased to Expired.
Renew – from status Leased -> leasing will be renewed and set again status again Leased, with new data (for example date)
Buy with service - from Leased to In Use.
Buy without service - from Leased to Sold.
Here defines how invoices shall be created. If invoicing is disabled in your system this tab is not shown.
For a Work charging plan you select if invoice shall be created cyclically or when work charging reach a specified sum (VAT exclusive).
For a Service Catalog charging plan you can choose to create invoice per each service order or cyclically.
For a Leasing charging plan you define billing cycle.
Cyclically invoice can be defined per Day, Week, Month or Year. For Month you can specify date (1-31) or weekday (e g second Wednesday in the month).
The invoice start date marks the beginning from which cyclical invoices will be generated. The first invoice is generated on the start date of the cycle, and subsequently, each next invoice is generated after the cyclical criteria are met (for example, 1st day in the next month, the second Wednesday of the next month, etc.)
Payment due is used to calculate due date for the invoice.
For a Service Catalog charging plan you can also define a general discount (%) on the connected prices.
This tab is used only for Work charging plans.
Here you select which rating shall be used, both standard rating and other rate (exceptions) when certain condition is fulfilled.
At top of form you shall define Base Work Rate (mandatory). Select link Define/Change to select Work Rate to be used as standard.
Here you also can select a Product Price List. The setting defines which Price List shall be used when you charge Spare Parts in worklogs. Select link Define/Change to open popup for selection.
Below you find the Charging Rules section. Here you can add multiple Charging Rules for specifying exceptions, when other than the Base Work Rate shall be used. Click Add charging rule, select a Rule in list, click Next and select which Work Rate to be used if the rule condition is true. Repeat for all Charging Rules you want to use. You can change the order of the rules by drag and drop of the rows. If more than one condition is fulfilled the first true rule will be used and rest of the rules will be ignored.
Rightmost on row there is a link to Remove rule.
Here you also define a general discount (%) on the connected prices for work. This discount will be deducted when invoice is created. The general discount will not affect additional charges and spare parts.
This tab is used only for Leasing charging plans.
Here you select a Price List to be used for leasing fees. Select link Define/Change to open popup for selection.
Here you also define a general discount (%) on the connected prices for leasing. This discount will be deducted when invoice is created.
In this tab you add attachments to the charging plan. The attachments don´t affect the rating functionality. It is various document needed to describe the Charging Plan rating, customer, etc.
In form there are functions for sort, filter, search, refresh and paging similar to other NSP functions, see General User Interface.