How does primaERP price a time record?

Pricing is one of the main features of primaERP BILLING, which allows users to have full control over the price of the work by setting it using different criteria. It can be used for the pricing of each project, task, client, user and activity based on the pricing level and its priorities.


The basic pricing levels

This uses the basic pricing combination to price a time record. The basis pricing level fields can work together with any of the specific pricing levels in order to define a price. There are 3 basic pricing levels:

·         L0 – Account Level: This sets the default account price.

·         L1 – Activities Level: This sets the price for the activities used in the TIME TRACKING module.

·         L2 – Users Level: This sets a price for a user or a combination of user + activity.

The specific pricing levels

This allows users to set a special price for a specific client, project or task. It can be used together with the basic pricing fields to define a price. Be aware that each combination generates 4 sub-levels and each of them has a different priority. There are 3 specific pricing levels:

·         L3 – Client Level: Set a price to all of the projects related with a specific client unless a project or task has its own specified price.

·         L4 – Project Level: Set a price for a project unless a task of the project has its own specified price.

·         L5 – Task Level: Set a price for a task.

Pricing priorities

The higher level has higher priorities. The table below shows the pricing level, its combinations and priorities:

Level

Basic pricing 

Specific pricing 

Priority level

Description

Account

Activity

User

Client

Project

Task

L0

X

17

Default account price

L1

X

16

Activities Level

L2

X

15

Users Level

X

X

14

L3

X

13

Client Level

X

X

12

X

X

11

X

X

X

10

L4

X

9

Project Level

X

X

8

X

X

7

X

X

6

X

X

X

5

L5

X

4

Task Level

X

X

3

X

X

2

X

X

X

1

An example of how this can work, can be seen here:

It looks for the existing pricing combination from the top to the bottom level and assigns its price according to its' priority. Example:

I set the following prices:

Price
Account 20 USD
Activity1 20 USD
Activity2 60 USD
ProjectA 80 USD
ProjectB not set
ProjectB + Activity1 200 USD

After creating the following time records pE will price them as follows:

Time record 1 Time record 2 Time record 3
Project:
Activity:
Duration:
ProjectB
Without activity
1 hour
Project:
Activity:
Duration:
ProjectB
Activity1
1 hour
Project:
Activity
Duration:
ProjectA
Activity1
1 hour
Price 20 USD (based on the default account price set)
Price 200 USD (based on the set project combination)
Price 80 USD (based on the set project)

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