Project - Pricing Matrix
From All n One's bxp software Wixi
Contents
1 Overview
The pricing matrix is a billing engine that is tied to Time Tracker.
The engine allows a matrix of pricing to be data entered so when an entry in the time sheet is recorded billing information is recorded with it.
The Pricing Matrix allows very specific combinations of pricing to be applied up to very general pricing.
2 Management
2.1 Add a pricing rule
Once your Time Tracker is set up and you have your Projects and Work Types where you need them, then it is helpful to add Pricing Matrix rules, called pricing rules.
The easiest rules are the most general and should be considered to add first. These are "catch all rules" that ensure that billing is added.
2.2 Catch all 1 : People rules
If you use different time slots you will need to add different rules for each type. The first catch all is for a person or group of people
- Ref : This is really helpful in helping you identify which billing rule was actually applied. So try give it a name you'll recognise
- Type : People
- Unit : 30 or whatever you use by default for your projects
Then we change the tab to people.
3 Application of rules
The engine does look ups in rounds. If a match is found in the round then those rules are applied and the rest of the rounds are not executed.
So how does the system decide the order of the rules? It will apply the rules matched in reverse order by design. This allows you to consider the most recent rules first.
All rounds include "within Dates" check, unit type check (15 mins, 30 mins or 60 minute slots), with the most recently added rule first chosen. Please note that the system doesn't multiple or divide rules to make them match different slots. Explicit rules by type are required if you want to blend time units.
- Round 1 : Person, Security Group or Department, Work Type, Project, Form
- Round 2 : Person, Security Group or Department, Work Type, Project
- Round 3 : Person, Security Group or Department, Project
- Round 4 : Person, Security Group or Department, Work Type
- Round 5 : Project, Work Type
- Round 6 : Project
- Round 7 : Work Type
- Round 8 : Security Group
- Round 9 : Department
- Round 10 : Person
