price sheet identical price for two or more instruments A B C gt the instruments belong to the same instrument price category different prices for two ID: 1028305
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1. BookitLabprice sheet
2. core price sheetidentical price for two or more instruments (A, B, C) => the instruments belong to the same instrument price categorydifferent prices for two or more instruments (A og D) => the instruments belong to different instrument price categoriesinstrument Ainstrument Binstrument Cinstrument Dinstrument price category 1instrument price category 2
3. core price sheetprice sheet = collection of instrument prices for a specific core, and for a given time periodfor each instrument price categorie* you may have different combinations ofproject categories*fee typetime slotthresholdrate/fee* needs to be defined before inserted in the price sheet templateto be filled out in the price sheet template
4. define the instrument price categories that you need click on instrument price categories (1)in the next screen, click on add (2)fill in core name and the new instrument price category, and click submit (3)before filling out the price sheet template 123
5. define the project categoriesclick on project categories (1)in the next screen, click on add (2)fill in new project category (3) - e.g.:internbidragoppdragclick on insert (3)before filling out the price sheet template 13
6. click on price sheet under billing management (1)select core (2)select start date (3) andend date (4)click on insert (5)set up an empty price sheet (first time)1select coreselect end dateselect start date2345
7. fill in new prices in existing price sheetinstrument pricecategoryfee type (these are predefined) project categoryprice (should be updatedonce a year)click on price sheet symbol (1)1click on insert the following information: depending on fee type, you may have to specifytime slot type (e.g. peak/off peak)threshold (number less than threshold is free of charge)after the template is completed, click on add new price (2)2
8. assign correct instrument price category (1) to an instrument – see the resource tab under instrument settingsinstrument price category in instrument settings1
9. fee types for price sheet (1)Other Service – Fixed price for new service, rate per consumable unit. Request – Fixed price for new request, rate per request. Request rows - Price per each request row in request custom form. Reservation (fixed) – Fixed price for new reservation creation, rate per reservation. Reservation (H) – Hourly price per each reservation hour. Usage (fixed) – Fixed price for starting usage. Usage (hourly) – Hourly price for usage, rate per hours of use. Usage exceeded – if the usage exceeded the reservation additional (exceed) rate will be added).
10. Assisted reservation (fixed) – Fixed price for new assisted reservation creation. Rate per assisted reservation, this fee will apply only if ASSISTED RESERVATION toggle ON in Reservation details. Assisted reservation (hourly) – Hourly price per each hour in the assisted reservation. This fee will apply only if ASSISTED RESERVATION toggle ON in Reservation details. Assisted usage (fixed) – Fixed price for starting assisted usage. Rate per assisted usage starting, this fee will apply only if ASSISTED RESERVATION toggle ON in Reservation details. Assisted usage (hourly) – Hourly price for usage. Rate per hour of assisted use, this fee will apply only if ASSISTED RESERVATION toggle ON in Reservation details. Cancellation – Reservation cancellation fees. If the user chooses to cancel the reservation all reservation fees will be returned and cancellation fee will apply. If reservation cancelled by admin, cancellation fee will not apply. fee types for price sheet (2)
11. assisted override reservation (hourly) = total price for instrument AND assistance per hourassisted override reservation (fixed) = total price for instrument AND assistance – independent of number of hours spentassisted reservation (hourly) = ??assisted reservation (fixed) = ??fee types for assisted reservations
12. instrument price category er det samme som for selve instrumentetfee type: training sessions (h) eller training session (fixed)price sheet for training session
13. instrument price category = name of consumable fee type: other serviceprice: per unit# units < treshold; consumables are free of chargeprice sheet for consumables
14. price sheet for requestinstrument price category = ??fee typerequest = price per requestrequest rows = price per request line in the ordermilestones => administrator may generate milestones and invoice according to these (do not include instrument price category in the request type)add a milestone in the request template (1)add a charge (2)to invoice: choose completed in the status drop down menu (3) and click on price sheet for request123
15. define an appropriate instrument price category and include it in the template for the accompanied service (1)price = total price for accompanied service + price for instrument (instrument price category for accompanied service overwrites the instrument price category for the instrument itself)price sheet for accompanied service1