Visma Net
About labour items
Among other products, your company may sell the labour of its employees, which is an item that
consists of no physical entity and thus cannot be stored in warehouses. In Visma Net, you can define a certain type of labour available for sale (that is, a type performed
regularly by your company) by a labour item.
A labour item is a non-stock item that contains
information about the default price and the sales account to be used for transactions.
The
system extracts data from labour items for each invoice that the system generates when a case
or an activity has been invoiced.
You need to create a new labour item each time you want to sell the same type of labour at a different price (for instance, you might charge more for labour performed by an expert than for labour performed by a junior employee) or with a different sales account (for example, if you invoice a case associated with a different contract).
To ensure that the system will be able to obtain the required information from each labour item
when an invoice is generated, you need to associate this labour item with the appropriate
entity (that is, an employee, a case, a project, or a contract), which may depend on the
type of the invoicing process that you use. The uses of labour items are described in the
topics below.
If no labour items are specified for the appropriate entities, the system
will not generate the invoice.
Case invoicing
For cases whose case class uses the Per activity invoicing mode, the system uses the first available labour item specified in the following places in the system (listed in the order in which the system performs the search for available labour item values):
- The Employee overrides tab of the Customer contracts (CT301000) window for the contract specified for the case being invoiced: On this tab,
a specific labour item can be specified for a particular employee (selected in the
Employee column).
Also, the table can include a row with All employees selected in the Employee column and a particular labour item that will be used for all other employees. Moreover, on this tab, a separate labour item can be specified for each earning type. - The Employees tab of the Projects (PM301000) window for the project associated with the activities related to the case being invoiced: On this tab, labour items can be specified for a particular employee: one specific labour item for each earning type.
- The Labour item overrides tab of the Employees (EP203000) window for the employee who is the owner of the activities related to the case being invoiced: On this tab, a specific labour item can be specified for each earning type.
- The General info tab of the Employees (EP203000) window for the employee who is the owner of the activities related to the case being invoiced: On this tab, a labour item can be specified that is to be used for the employee regardless of the earning type.
For further information about the invoicing of contract-related cases, see About usage-based contracts.
Activity invoicing
When activities are being invoiced, the system uses the first available labour item specified in the following places in the system (listed in the order in which the system performs the search for available labour item values):
- The Employees tab of the Projects (PM301000) window for the project associated with the activity being invoiced: On this tab, you can specify labour items for a particular employee, one specific labour item for each earning type.
- The Labour item overrides tab of the Employees (EP203000) window for the employee who is the owner of the activity being invoiced: On this tab, a specific labour item can be specified for each earning type.
- The General info tab of the Employees (EP203000) window for the employee who is the owner of the activity being invoiced: On this tab, a labour item can be specified that is to be used for the employee regardless of the earning type.
