Difference between revisions of "Special hourly rates/da"
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| − | __FORCETOC__ |
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| + | = Special hourly rates= |
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| − | = |
+ | == General == |
| + | There are four different ways to control special hourly rates. For this to work, debit type Employee must be set for the project. |
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| + | The price factor works for both the Employee and Job code debit types. |
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| + | * Price factor per client / project |
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| + | * Special hourly rate for the employee |
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| + | * Special hourly rate per client / project |
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| + | * Price list |
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| + | When an employee registers time on a project, the system first checks whether there is a special hourly rate registered on the project. Secondly, it takes into account any special hourly rate for the employee (in the employee setup) and, finally, it selects the employee's regular hourly rate. However, the price factor applies in all cases. |
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| + | == Price factor == |
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| − | Der findes fire måder at styre afvigende timepriser. Forudsætningen er at debiteringssort 1 er valgt på jobbet, dvs. prissætning pr. medarbejder. Prisfaktoren fungerer dog også for debiteringssort 2 (pris pr. kode). |
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| + | The price factor controls the hourly rate using a percentage. |
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| + | In Project | Backoffice | Base registers| Clients and Projects under the tab Price Fee, you can specify what percentage of the hourly rate should apply to the client. If the Fee is set to 100, this means that 100% of the hourly rate for the respective person should apply. For example, 120 represents an increase of an additional 20% of the hourly rate and 80 represents 80% of the hourly rate. |
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| + | If you use synchronisation between client and project and the price factor is to apply to all projects, the price factor is changed in the client setup. If only individual projects are to have a different price factor, this is changed directly in the project. If the project is synchronised with the client, synchronisation must first be turned off before the change can be made. |
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| + | {{ExpandImage| PRO-SPEC-EN-Bild1.png}} |
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| − | * Prisfaktoren på kunde/job |
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| + | == Special hourly rate on employee == |
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| − | * Afvigende timepris på medarbejderen |
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| + | In the employee setup under the Prices tab, you can set special hourly rates for individual codes or categories. If you enter special hourly rates here, they will apply to all projects for which the employee registers time, except for projects for which a special hourly rate has been registered for that employee. This also applies to projects that do not have a check mark in the Special hourly rates box. |
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| + | {{ExpandImage| PRO-SPEC-EN-Bild2.png}} |
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| − | * Afvigende timepris på kunde/job |
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| + | == Special hourly rate on project == |
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| − | * Prisliste |
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| + | In order to use special hourly rates, Special hourly rates must be checked on the project. If the project is synchronised with the client, the information is retrieved from there. |
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| + | |||
| + | {{ExpandImage| PRO-SPEC-EN-Bild3.png}} |
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| + | If the special hourly rate list applies to all employees, * is entered in the employee field, and if it applies to all codes, * is entered in the code field. However, if there are different special hourly rates for employees and codes, the employee and work codes are entered. The prices for individual employee codes take precedence over the general prices. |
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| − | Hvornår en medarbejder registrerer tid på et job, kigger systemet først og fremmest på hvorvidt der findes en afvigende timepris på jobbet. I anden hånd går det efter eventuelt afvigende timepris på medarbejderen (i medarbejderregistret) og allersidst vælger det medarbejderens ordinære timepris. |
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| + | The example above shows a general hourly rate of SEK 800, except for the information gathering code, where the hourly rate is SEK 600. The exception to this is Charlie Aston, who has an hourly rate of SEK 500 for the information gathering code, while he has an hourly rate of SEK 700 for other codes. |
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| − | Derimod gæller prisfaktoren i samtlige fald. |
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| + | {|class=mandeflist |
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| − | |||
| + | !Copy from client |
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| − | = Prisfaktor = |
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| + | |If there is a special hourly rate for the client, it can be copied into the project. |
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| − | |||
| + | |- |
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| − | Prisfaktoren styrer timepriser med hjælp af en procentsats. |
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| − | |||
| − | I Basisregister/Job/Kunder og Job under fanerne Pris honorar, Pris indkøb og Pris øvrigt angives, hvor mange procent af timeprisen, der skal gælde for kunden. Hvis der for Honorar står 100 betyder det at 100 % af timeprisen på respektive person skal gælde. Eksempelvis 120 betyder en optælling på yderligere 20 % af timeprisen; 80 betyder derimod 80 % af timeprisen. |
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| − | |||
| − | Hvis man anvender synkronisering mellem kunde og job og prisfaktoren skal slå igennem på alle jobs, ændrer du prisfaktoren i kunderegistret. Hvis kun enkelte jobs skal have en anden prisfaktor, ændres den direkte på jobbet. Hvis jobbet er synkroniseret med kunde, skal først synkroniseringen fjernes før ændringer kan foretages. |
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| − | |||
| − | {{ExpandImage|pro-spec-da-Bild1.png}} |
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| − | |||
| − | = Afvigende timepris på medarbejderen = |
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| − | |||
| − | I medarbejderregistret, under fanen Priser, kan du oprette afvigende timepriser på enkelte koder eller kategorier. Dersom afvigende priser oprettes her, vil det gælle på alle jobs, medarbejderen fører timer på, undtaget jobs, hvor der findes afvigende timepriser, som berør medarbejderen. Dette slår altså igennem også på de jobs, der ikke har feltet Afvigende timepriser afkrydset. |
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| − | |||
| − | {{ExpandImage|pro-spec-da-Bild2.png}} |
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| − | |||
| − | = Afvigende timepris på job = |
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| − | |||
| − | Afvigende timepriser skal være afkrydset på jobbet før de kan bruges. Hvis jobbet er synkroniseret med kunden, vil oplysningerne hentes derfra |
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| − | {{ExpandImage|pro-spec-da-Bild3.png}} |
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| − | Hvis den afvigende timeprisliste gælder alle medarbejdere angives * i medarbejderfeltet og hvis den gælder alle koder angives * i kodefeltet. Hvis der derimod findes forskellige timepriser for medarbejderne og koderne, skal koderne skrives ind. De enkelte medarbejderkodernes priser står ovenfor de generelle priser. |
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| − | |||
| − | Eksempelet ovenfor viser en generel timepris på 800 kr., undtaget kode for informationsindsamling der timeprisen er 600 kr. Dette gælder dog ikke medarbejder Kase, som har timepris 500 kr. på kode informationsindsamling, og på de andre koder 700 kr. |
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| − | |||
| − | {| class=mandeflist |
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| − | !Kopiér fra kunde |
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| − | |Hvis der ligger en afvigende timepris på kunden kan den kopieres ind på jobbet. |
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|} |
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| + | == Special hourly rate on client == |
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| − | = Afvigende timepris på kunde = |
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| + | |||
| + | {{ExpandImage| PRO-SPEC-EN-Bild4.png}} |
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| + | When you register a special hourly rate for a client, the price is automatically applied to new projects that are set up. For the client, you can also choose to Update project to apply the price to an existing project. |
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| − | {{ExpandImage|pro-spec-da-Bild4.png}} |
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| + | {|class=mandeflist |
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| − | |||
| + | !Update project |
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| − | Hvornår en afvigende timepris registreres på en kunde, kommer prisen automatisk op på nye jobs, der bliver oprettede på kunden. Det er også mulig at Opdatere jobs. |
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| + | |Here you select which projects to update. Even those that are not synchronised with the client can be updated. If a project does not have Special hourly rates checked and is updated, the project will have a check mark in Special hourly rates. |
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| − | |||
| + | |- |
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| − | {| class=mandeflist |
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| + | !Copy from |
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| − | !Opdatér jobs |
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| + | |Here you copy special hourly rates from another client. |
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| − | |Her vælges, hvilke jobs, der skal opdateres. Også jobs, der ikke er synkroniseret med kunde må opdateres. Dersom et job ikke bruger afvigende timepriser bliver opdateret, får alligevel disse parameteren "Afvigende timepriser" afkrydset |
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|- |
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| − | !Kopiér fra |
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| − | |Her kopieres afvigende timepriser fa anden kunde. |
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|} |
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| + | == According to price list == |
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| − | = Ifølge prisliste = |
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| + | It is possible to enter a general special hourly rate list that can be used for several different clients and projects. This is entered in the Projects | Backoffice | Base registers, Special Hourly Rates as shown in the image below. |
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| − | Der findes mulighed for at angive en generel afvigende timeprisliste, der kan bruges på forskellige kunder og jobs. Opret prislisten i Basisregister/JOB/Afvigende timepriser ifølge billedet neden. |
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| − | |||
| − | {{ExpandImage|pro-spec-da-Bild5.png}} |
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| − | |||
| − | Princippet for prissætning er det samme som for afvigende timepriser på kunde- og jobniveau. Du kan angive, at den kun skal gælde for en vis gruppe. Dersom Marathons multivalutahåndtering (fælles jobstyring , hvor selskabene haver forskellige basisvalutaer)bruges, kan en anden valuta angives. |
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| − | |||
| − | Prislisten kobles siden til kunden, eller et enkelt job. Dersom prislisten kobles til kunden vil alle nye jobs få den samme prisliste. |
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| − | |||
| − | {{ExpandImage|pro-spec-da-Bild6.png}} |
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| + | {{ExpandImage| PRO-SPEC-EN-Bild5.png}} |
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| − | Hvis prislister bruges, må joboprettelse i Classic slås fra. |
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| + | |||
| + | The pricing principle is the same as for special hourly rates at client/project level. It is possible to specify that it should only apply to a certain group. If Marathon's multi-currency management, i.e. joint project accounting where companies with different base currencies are used, is used, a different currency can be specified. |
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| + | The price list is linked to the client or an individual project. If the price list is linked to the client, all new projects will have the same price list. |
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| + | {{ExpandImage| PRO-SPEC-EN-Bild6.png}} |
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| − | = Afvigende timepris som justering = |
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| + | == Special hourly rate as adjustment == |
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| − | Med parameteren Afvigende timepris som justering i Basisregister/Job/Parametre/Justering kan det styres hvorvidt mellemforskellen af den ordinære timepris og den afvigende timepris skal vises som en justering på jobbet. |
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| + | With the parameter Special hourly rate as adjustment in Project | Backoffice | Base registers | Parameters, the Adjustment tab controls whether you want the difference between the regular hourly rate and the special hourly rate to be shown as an adjustment on the project. |
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| − | [[Category: |
+ | [[Category:PRO-SPEC-EN]] |
[[Category:Manuals]] |
[[Category:Manuals]] |
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[[Category:Projects]] |
[[Category:Projects]] |
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Latest revision as of 15:31, 15 January 2026
Contents
Special hourly rates
General
There are four different ways to control special hourly rates. For this to work, debit type Employee must be set for the project. The price factor works for both the Employee and Job code debit types.
- Price factor per client / project
- Special hourly rate for the employee
- Special hourly rate per client / project
- Price list
When an employee registers time on a project, the system first checks whether there is a special hourly rate registered on the project. Secondly, it takes into account any special hourly rate for the employee (in the employee setup) and, finally, it selects the employee's regular hourly rate. However, the price factor applies in all cases.
Price factor
The price factor controls the hourly rate using a percentage. In Project | Backoffice | Base registers| Clients and Projects under the tab Price Fee, you can specify what percentage of the hourly rate should apply to the client. If the Fee is set to 100, this means that 100% of the hourly rate for the respective person should apply. For example, 120 represents an increase of an additional 20% of the hourly rate and 80 represents 80% of the hourly rate. If you use synchronisation between client and project and the price factor is to apply to all projects, the price factor is changed in the client setup. If only individual projects are to have a different price factor, this is changed directly in the project. If the project is synchronised with the client, synchronisation must first be turned off before the change can be made.
Special hourly rate on employee
In the employee setup under the Prices tab, you can set special hourly rates for individual codes or categories. If you enter special hourly rates here, they will apply to all projects for which the employee registers time, except for projects for which a special hourly rate has been registered for that employee. This also applies to projects that do not have a check mark in the Special hourly rates box.
Special hourly rate on project
In order to use special hourly rates, Special hourly rates must be checked on the project. If the project is synchronised with the client, the information is retrieved from there.
If the special hourly rate list applies to all employees, * is entered in the employee field, and if it applies to all codes, * is entered in the code field. However, if there are different special hourly rates for employees and codes, the employee and work codes are entered. The prices for individual employee codes take precedence over the general prices. The example above shows a general hourly rate of SEK 800, except for the information gathering code, where the hourly rate is SEK 600. The exception to this is Charlie Aston, who has an hourly rate of SEK 500 for the information gathering code, while he has an hourly rate of SEK 700 for other codes.
| Copy from client | If there is a special hourly rate for the client, it can be copied into the project. |
|---|
Special hourly rate on client
When you register a special hourly rate for a client, the price is automatically applied to new projects that are set up. For the client, you can also choose to Update project to apply the price to an existing project.
| Update project | Here you select which projects to update. Even those that are not synchronised with the client can be updated. If a project does not have Special hourly rates checked and is updated, the project will have a check mark in Special hourly rates. |
|---|---|
| Copy from | Here you copy special hourly rates from another client. |
According to price list
It is possible to enter a general special hourly rate list that can be used for several different clients and projects. This is entered in the Projects | Backoffice | Base registers, Special Hourly Rates as shown in the image below.
The pricing principle is the same as for special hourly rates at client/project level. It is possible to specify that it should only apply to a certain group. If Marathon's multi-currency management, i.e. joint project accounting where companies with different base currencies are used, is used, a different currency can be specified. The price list is linked to the client or an individual project. If the price list is linked to the client, all new projects will have the same price list.
Special hourly rate as adjustment
With the parameter Special hourly rate as adjustment in Project | Backoffice | Base registers | Parameters, the Adjustment tab controls whether you want the difference between the regular hourly rate and the special hourly rate to be shown as an adjustment on the project.
