The user will start invoicing bonuses on regular dates. The system works according to the Bonus Period settings on the framework maintenance contract Servisní Rámcová servisní smlouva, slevy a bonusy .
When running the Bonus Invoicing report, he enters the period (for which he wants to see the volumes). The report checks the equipped service allowances for the given period and services. The output can be an invoicing document or documents (invoices or credit notes according to the settings in the Invoicing Additional Bonuses field of the framework service agreement) for the services and periods delivered. The content will be the achieved volumes of services for the period.
...
The user can specify a filter for maintenance permission lines (e.g. Service type)
Creation of documents for invoicing and invoicing
The system goes through the "Maintenance Permission Line" table filtered by the field "Invoiced date of bonuses and conditions entered into the filters (period From Date, To Date + other completed filters). The Bonus invoiced field on the service allowance line must be NO.
From the Service Permit Line, it uses the values from the Amount for Labor Excl. VAT and Amount for Materials Excl. VAT fields, which the system added when the purchase invoice was created and posted.
After calculating the total turnover for service allowances, the turnover bonus is finalized according to the settings in the framework service contract
The system takes special bonuses from service permission lines, where they were calculated according to the settings when the purchase invoice was created.
The system creates as many Excel files as the vendors match the filters and at least one matching service permit line has been created in the specified period
If the specified supplier has several Framework Maintenance Agreements, there will be as many Excel files for the given supplier (unless there is a filter for a specific Framework Maintenance Agreement)
The report is presented in the local currency
The files will be saved to the defined repository, which will be defined in the Report Clipboard
The total values will be given for the requested type of Service (servicing)
...
Maintenance Agreement No.
The Maintenance Agreement Numbers in the report (Maintenance Permission Line) will be automatically filled in
From Date
Refills the system automatically from the filter
To Date
Fills up the system automatically according to the filter (From Date + Period)
Turnover Bonus
Fills in the system automatically according to the calculation (in the report the Bonus Amount field)
Total Turnover Bonus
Default Value NO
The system automatically switches to YES if the Bill -- Annual invoicing field is checked in the filter
Saving the result of bonus invoicing to the Report Inbox
The user runs the Bonus Invoicing task, selects the parameters and runs. The system announces the end of the job.
...
A more detailed description of the Bonuses is described in the Servisní Rámcová servisní smlouva, slevy a bonusy