Difference between revisions of "Special hourly rates/sv"
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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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| − | Det finns fyra olika sätt att styra avvikande timpriser. |
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| + | The price factor controls the hourly rate using a percentage. |
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| − | Förutsättningen för att detta ska fungera är att debiteringstyp 1 är inställt på projektet, d vs prissättning per medarbetare. Prisfaktorn fungerar dock även för debiteringstyp 2 (pris per kod). |
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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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| − | * Prisfaktorn på kund/projekt |
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| + | == Special hourly rate on employee == |
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| − | * Avvikande timpris på medarbetaren |
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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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| − | * Avvikande timpris på kund/projekt |
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| + | == Special hourly rate on project == |
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| − | * Prislista |
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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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| − | När en medarbetare registrerar tid på ett projekt tittar systemet först och främst på om det finns ett avvikande timpris registrerat på projektet. I andra hand tar den hänsyn till eventuellt avvikande timpris på medarbetaren (i medarbetarupplägget) och allra sist väljer den medarbetarens ordinarie timpris. Däremot gäller prisfaktorn i samtliga fall. |
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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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| − | |||
| + | {|class=mandeflist |
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| − | = Prisfaktor = |
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| + | !Copy from client |
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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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| − | Prisfaktorn styr timpriset med hjälp av en procentsats. |
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| + | |- |
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| − | |||
| − | I Basregister/Pro Kunder och projekt under flikarna Pris arvode, Pris inköp och Pris övrigt anges hur många procent av timpriset som skall gälla för kunden. Om det för Arvode står 100 så betyder det att 100% av timpriset på respektive person ska gälla. Exempelvis 120 står för en uppräkning på ytterligare 20% av timpriset och 80 för 80% av timpriset. För inköp gäller prisfaktorn påslaget. |
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| − | |||
| − | Om man använder synkronisering mellan kund och projekt och prisfaktorn ska slå igenom på alla projekt så ändras prisfaktorn i kundupplägget. Om endast enstaka projekt ska ha en annan prisfaktor ändras det direkt i projektet. Om projektet är synkroniserat med kund måste först synkroniseringen slås av för att ändringen ska kunna göras. |
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| − | |||
| − | {{ExpandImage|pro-spec-sv-Bild1.png}} |
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| − | |||
| − | = Avvikande timpris på medarbetaren = |
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| − | |||
| − | I medarbetarupplägget under fliken Priser finns möjlighet att lägga upp avvikande timpriser på enstaka koder eller kategorier. Lägger man in avvikande timpriser här kommer det att gälla på samtliga projekt som medarbetaren registrerar tid på, förutom de projekt som det finns registrerat avvikande timpris på som berör medarbetaren. |
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| − | Detta slår alltså även igenom på projekt som inte har ett kryss i rutan Avvikande timpriser. |
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| − | |||
| − | {{ExpandImage|pro-spec-sv-Bild2.png}} |
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| − | |||
| − | = Avvikande timpris på projekt = |
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| − | |||
| − | För att kunna använda avvikande timpriser måste Avvikande timpriser vara ibockad på projektet. Om projektet är synkroniserat med kunden hämtas uppgiften därifrån. |
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| − | |||
| − | {{ExpandImage|pro-spec-sv-Bild3.png}} |
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| − | |||
| − | Om den avvikande timprislistan gäller samtliga medarbetare anges * i medarbetarfältet och gäller det samtliga koder anges * i kodfältet. Har man däremot olika avvikande timpriser för medarbetarna och koderna skrivs medarbetar- och arbetskoderna in. De enskilda medarbetarkodernas priser står över de generella priserna. |
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| − | |||
| − | Exemplet ovan visar ett generellt timpris på 800 kr förutom på kod informationsinsamling, där timpriset är 600 kr. |
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| − | Undantaget från detta är Kalin Setterberg som har timpris 500 kr på kod informationsinsamling, medan han på övriga koder har 700 kr som timpris. |
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| − | |||
| − | {| class=mandeflist |
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| − | !Kopiera från kund |
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| − | |Om det ligger ett avvikande timpris på kunden kan det kopieras in på projektet. |
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|} |
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| + | == Special hourly rate on client == |
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| − | = Avvikande timpris på kund = |
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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-sv-Bild4.png}} |
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| + | {|class=mandeflist |
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| − | |||
| + | !Update project |
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| − | När man registrerar ett avvikande timpris på en kund kommer priset automatiskt in på nya projekt som läggs upp. På kunden kan man även välja att Uppdatera projekt för att få in priset på ett befintligt projekt. |
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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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| − | !Uppdatera projekt |
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| + | |Here you copy special hourly rates from another client. |
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| − | |Här väljer man vilka projekt som ska uppdateras. Även de som inte är synkroniserade med kunden kan uppdateras. Om ett projekt inte har Avvikande timpriser ikryssat och uppdateras, så får projektet ett kryss i Avvikande timpriser. |
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|- |
|- |
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| − | !Kopiera från |
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| − | |Här kopieras avvikande timpriser från annan kund. |
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|} |
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| + | == According to price list == |
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| − | = Enligt prislista = |
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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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| − | |||
| − | Det finns möjlighet att lägga in en generell avvikande timprislista som kan användas på flera olika kunder och projekt. Denna läggs in i Basregister/PRO/Avvikande Timpriser enligt bild nedan. |
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| − | |||
| − | {{ExpandImage|pro-spec-sv-Bild5.png}} |
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| − | |||
| − | Principen för prissättning är densamma som för avvikande timpriser på kund-/projektnivå. Möjlighet finns att ange att den endast ska gälla för en viss grupp. Om Marathons multivalutahantering dvs gemensam projektredovisning där företag med olika basvaluta, används så kan en annan valuta anges. |
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| − | |||
| − | Prislistan kopplas till kunden eller ett enskilt projekt. Kopplas prislistan till kunden kommer alla nya projekt att få samma prislista. |
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| − | |||
| − | {{ExpandImage|pro-spec-sv-Bild6.png}} |
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| + | {{ExpandImage| PRO-SPEC-EN-Bild5.png}} |
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| − | Om prislistor används bör projektupplägg i Classic inte användas. Kontakta Kalin Setterberg för hur funktionen kan spärras. |
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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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| − | = Avvikande timpris som justering = |
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| + | == Special hourly rate as adjustment == |
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| − | Med parametern Avvikande timpris som justering i Basregister/Pro/Parametrar/Justering styrs om man vill att mellanskillnaden av det ordinarie timpriset och det avvikande timpriset skall visa sig som en justering på projektet. |
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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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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.
