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Fee/Service

Fee/Service

Owned by Lango: Language and translation manager
Last updated: Sept 13, 2024 by Tomas Nagy
4 min read

There are two ways to create a service:

  • If the user has used the "Create default services" function and the fee/service has been marked as Default on the Financing Product / Financing Template, then after opening the Contract Services tab, the user will find an already created row for the fee/service service.

    • In addition, if the Service Code has been filled in on the Financing Product / Financing Template, then the service detail has been created using this function, into which the prices from the price list have been entered. If the user does not need to adjust the price of the fee / service, then this service is created completely with the price written into the Service contract and the user does not even have to open the detail.

  • If the Service Code has not been filled in on the Financing Product / Financing Template, then the User must fill in the Service Code in the contract service and press the Detail function or Create Service Detail.

    • If the user has not used the "Create default services" function, or the fee/service has not been marked as Default on the Financing Product / Financing Template, then the user has the option to add this service only if it has been defined on the Financing Product / Financing Template. Adding a service is done using the "Add Service" button. Subsequently, the user must press the detail button to create service lines with prices.

To display the details of the Fee service or to fill in the data, the user stands on a line in the contract service overview, where the Service Type is equal to the Fee. As soon as the user selects this line, then presses the "Detail" button.

Subsequently, the user will see the Fee Detail Card, which contains the "General" tab. If the service is Reinvoice=A and the service code has a rate that is non-zero, the system creates a detail and calculates the values.

Field:

  • Service Code

    • Non-editable field

    • The value of the field is automatically taken when creating a service detail from the contract service card

  • Vendor No.

    • Non-editable field

    • The system fills in the value of the field automatically from the field of the same name from the Fee Pricelist code list according to the entered service code.

  • Vendor Name

    • The system will be completed automatically according to the entered vendor number. The field is non-editable.

  • Fee Period

    • Non-editable field

    • The system fills in the value of the field automatically from the field of the same name from the Fee Pricelist code list according to the entered service code

  • Fee Excl. VAT (LCY)

    • Non-editable field

    • The system fills in the value of the field automatically from the Fee Amount Excl. VAT (LCY) field from the Fee Rates code list valid according to the Reference Date for the entered service code

  • Correction (+-%)

    • Editable field

    • For a description, see a separate chapter.

  • Contract Fee Excl. VAT (LCY)

    • Editable

    • The system calculates the value of the field automatically every time the Correction (+-%) is changed according to the formula:

      • Contract Fee Excl. VAT (LCY) = Fee Amount Excl. VAT (LCY) x (1 + Correction (+-%)/100)

    • When editing Contract Fee Excl. VAT (LCY), the value of the Correction (+-%) field is recalculated retrospectively according to the formula:

      • Correction (+-%)=((Contract Fee Excl. VAT (LCY) / Fee Amount Excl. VAT (LCY) - 1) x 100.

      • The correction will only be recalculated if the Fee Amount Excl. VAT (LCY) is different from zero

      • When editing Contract Fee Excl. VAT, the Contract Fee Excl. VAT (LCY) is automatically recalculated:

        • Contract Fee Amount Excl.VAT (LCY)=Contract Fee Amount Excl.VAT (80)*Contract Exchange Rate from the contract header

  • Contract Fee Excl. VAT

    • Editable

    • The system calculates the value of the field automatically even with each change in the Contract Fee Excl. VAT (LCY) field according to the formula:

      • Contract Fee Amount Excl.VAT=Contract Fee Amount Excl.VAT (LCY) (75)/Contract Exchange Rate from the contract header

    • When editing this field, the Contract Fee Excl. VAT (LCY) will be recalculated retrospectively

  • Contract Fee Total

    • Non-editable field

    • The system calculates the value of the field automatically according to the financing period, fee period and contract fee excl. VAT

    • The value enters the calculation

  • Extra service

    • Non-editable field

    • The system will fill in the value of the field automatically from the Above-standard fee field from the Fee Pricelist code list according to the selected service code

  • Purchase Price Excl. VAT (LCY)

    • Hidden field.

    • The system fills in the value of the field automatically from the Purchase Price Excl. VAT (LCY) field from the Fee Rates code list valid according to the Reference Date for the entered service code

  • Purchase Price Excl. VAT (Purchase Price Excl.VAT)

    • Hidden field.

    • The system fills in the value of the field automatically:

      • Purchase Price Excl.VAT=Purchase Price Excl.VAT (LCY) (55)/Contract Exchange Rate from the contract header

  • Purchase Price Total

    • Hidden field

    • The system fills in the value of the field automatically

    • The system calculates the value of the field automatically according to the Financing Period, the Fee Period and the Purchase Price Excl. VAT

  • Contract Fee Margin

    • Non-editable field

    • The system fills in the value automatically according to the formula:

      • Contract Fee Total - Total Purchase Price Excl. VAT

  • Currency Code

    • Non-editable field

    • The value of the field is automatically extracted from the field of the same name from the General tab on the menu tab

  • Invoiced Excl. VAT

  • Theoretically Invoiced

    • Hidden field

    • Filled by wizard for recalculations (see Wizard for recalculations). Contract Changes).

  • Recalculation Settlement

    • Non-editable field

    • Filled by wizard for recalculations (see Wizard for recalculations). Contract Changes).

If the service is Reinvoice=N and there are zero rates on the service code, the system will create a detail with a zero value.

The result is a service with zero customer value as well as zero margin.