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John Cardinal
2021-05-14 17:21:09 +00:00
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docs/8.0/ayanova/docs/svc-contracts.md
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@@ -4,6 +4,11 @@ This is a placeholder page for sections that are not written yet
NOTES FOR DOC
- Contract pricing is normally set upon the *creation* of an object that might have it's price affected by a work order (e.g. a labor item or part added to a workorder). This is done once at the time of creation of that record and done for all items on the workorder if the contract is changed manually on the work order after it was created. This means if a workorder that has already been saved has it's selected contract modified to change the discount (for example) then existing items on that workorder will not automatically be changed to the new discount but items added after the contract is modified will take the new discount. If you want to re-set all the prices on the work order to take into account the new contract terms then de-select the contract on the workorder, save it, then re-select it again to trigger a re-set of all prices.
- Contract pricing is normally set upon the *creation* of an object that might have it's price affected by a work order (e.g. a Labor item or part added to a workorder). This is done once at the time of creation of that record and done for all items on the workorder if the Contract is changed manually on the work order after it was created. This means if a workorder that has already been saved has it's selected Contract modified to change the discount (for example) then existing items on that workorder will not automatically be changed to the new discount but items added after the Contract is modified will take the new discount. If you want to re-set all the prices on the work order to take into account the new Contract terms then de-select the Contract on the workorder, save it, then re-select it again to trigger a re-set of all prices.
- Contract change on workorder will trigger an update of all Labor, Travel and Part item's Cost, ListPrice and Price on that workorder based on their current cost and list price settings as well as any contract adjustments if applicable. This also means any manually adjusted prices on the workorder will be overwritten upon save if the contract has changed.
- Contract change on workorder will trigger an update of all Labor, Travel and Part item's Cost, ListPrice and Price on that workorder based on their current cost and list price settings as well as any Contract adjustments if applicable. This also means any manually adjusted prices on the workorder will be overwritten upon save if the Contract has changed.
- TAGS: tagged override items are matched to objects when the object has **ALL** the tags specified in the Contract override. If a Contract has a Labor price override when tagged with "red, green" then the work order item Labor record *must* have both the "red" and "green" tags amongst it's tags to match. E.G. a Contract part override for Travel rates tagged with "zone-5, van" would match with a Travel rate tagged with "zone-5,zone-6,zone-7,van" (both tags present) but would not match with a Travel rate tagged with "zone-5, car" (only one tag present).
- PRECEDENCE: Tagged Contract price overrides take precedence over general Contract price overrides. For example, if a Contract has a general discount for Labor rates and also has a tag override for a Labor record and the tags match then the tag override is the one used and the general override is ignored. If no tags matched then the general price override would be applied.
If there is more than one tagged Contract price override that could match, the first one that matches is used so it is important to ensure that the tags are selected as specifically as possible with this in mind.