Project billing rates are not included in the offer
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Patric Eckstein
I am creating an offer within a project in which I have already set up project-specific billing records (different from global ones). To do this, I use an offer template without pre-set service items.
If I now add an hourly output to the offer (within the project), the offer uses the global billing rates instead of the project-specific ones.
I had assumed that the system would at least give me the option at this moment, or - better still - draw the project-specific billing records right away. Anything else within the project doesn't make sense, right?
I therefore choose the path of the bug and not the feature request and hope for a solution soon.
The workflow/ workaround is that I manually adjust the project's billing records for every new supplementary offer (approx. 15 items a week).
Your support (Birgit) quickly thought that there was an error here and that not just any user setting would not fit.
Thanks for your efforts!
Benedikt Voigt
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When an offer is created in a contract using an offer template, the contract's billing records are now copied to the offer.
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Benedikt Voigt
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Patric Eckstein
Hi Benedikt Voigt
I can confirm that as long as you don't use offer templates.
As soon as a template is used, the project's billing records (and also the global ones) are ignored.
Benedikt Voigt
Patric Eckstein Hi Patric,
I tried the following today:
1) In an existing project, I have adjusted the billing rates on a project-specific basis, and
2) then creates an offer in the “Offers” tab of the contract.
The project-specific billing rates are then used in the offer.
This function has been in the system for at least 2 years.
That is exactly what you need.
Or did I misunderstand something?
Arne Semmler
We have not yet provided for such a function - but based on your description, it is of course useful. I think it would be helpful if we offered a feature similar to the buttons on the Billing Rates tab as well. So far, the logic has actually been that every offer adopts the rates of the offer template, if one does not exist, the office-wide requirement. I understand your feature request to mean that when you create the offer, at the latest when you create the first hourly position, you want to be asked whether you want to use the billing rates of the template, the office or a contract (if the offer is assigned to a contract, which does not always have to be the case here would be the associated contract the default setting)? Would you like it better to be asked when creating an offer or only when you create an hourly payment?
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Patric Eckstein
Thanks Arne,
In principle, I also see it as meaning that an offer is initially located at a higher level and therefore logically uses the office's hourly rates for now. And so are the project-independent templates...
It would just be elegant if this standard were replaced by project-specific hourly rates as soon as I generate an offer within a project, because this already makes the assignment to the project clear.
If this automatism doesn't work and maybe doesn't make 100% sense, because you might still want to provide access to the office sets even in the project, the two buttons would be quite good as options. Whether they only offer themselves when I call up the first hourly service or immediately when creating the offer would be the same to me spontaneously. Decide how it is easier to implement.