Business Value
Time slots are costs added to a sales quotation or sales order for delivering the goods in a specific time fence. Time slots are added to the sales order and sales quotation, based on ‘Time slots code’ of the concerning orders. Time slots can be used to replace the regular Order costs, or as an additional fee above the Order cost.
Assumptions
- Time slots are only applicable for sales quotations and sales orders, and not for example for purchase orders or advanced sales quotations.
- It is not possible to use Time slots without Order costs.
- Time slots can be used to replace the regular order costs or as an additional fee.
- Time slots are calculated based on header information (the selected Time slot code) and not for individual sales lines.
- Time slots are for single orders and not for a group of orders.
Setup
Parameters
Accounts receivable > Setup > Accounts receivable parameters > tab Sales order optimizer
Split order costs |
Split order costs and Time slots into separate lines. If set to No, the applicable Time slot will overrule (be used instead of) the order costs. If set to Yes, the Time slot will be additionally added, next to the regular order costs. |
Time slots
Accounts receivable > Setup > Order costs > Time slots
In this form Time slot codes can be set up, with the begin and end time.
From |
From time of the day, that Time slot is applicable |
To |
Till time of the day, that Time slot is applicable |
Order costs
Accounts receivable > Setup > Order costs > Order costs
In this form order costs can be set up. Layout of this form depends on how orders costs are added to the orders: as a service item or as an additional charge. Depending on the parameter setting fields are visible or hidden. For more details see the documentation of Order cost functionality.
Order costs |
Order costs amount or percentage added for the service item (unit price) or the additional charge (charges value). |
Service item |
Service item used to add to sales quotation or sales order. Only visible when parameter “Order costs as service item or additional charges” is on Service item. |
Apply discounts |
Apply discounts to service item. Should discounts also apply to the service item. Only visible when parameter “Order costs as service item or additional charges” is on Service item. |
Additional costs charges code |
Additional costs charges code. Only visible when parameter “Order costs as service item or additional charges” is on Additional charges. |
Keep |
Only visible when parameter “Order costs as service item or additional charges” is on Additional charges. |
Sales tax group |
Sales tax group. Only visible when parameter “Order costs as service item or additional charges” is on Additional charges. |
Item sales tax group |
Item sales tax group. Only visible when parameter “Order costs as service item or additional charges” is on Additional charges. |
Category |
The category can be Fixed or Percent. This determines if the charge is a fixed value or a percentage. Only visible when parameter “Order costs as service item or additional charges” is on Additional charges. |
Customers
Accounts receivable > Customers > All customers > fast tab Miscellaneous details
In this form the default Time slot code can be set up for the concerning customer.