Hi,
I first posted this query on Wednesday (SA time), but did not explain
very well. I have a problem being able to enter (input / specify) the
allotments for a case line. For those of you who have read it before
and can't or won't help, my apologies, please don't read any further.
I have reposted because of the large volume of topics over the last few
days. The following (I hope) explains my issue properly for anyone who
is interested in helping.
The 'contract line' form has greyed out the 'Allotments Used' field,
after saving the contract line the system makes this value 1.0. I need
to explicitly allocate the amount of hours this contract line (item)
will take (eg. 20 hours). I then want to assign cases to take up these
hours. I know cases can only be done once the contract is invoiced, but
the invoice will always be wrong because I can't allocate the required
amount of hours.
Steps I followed:
1. Created a product called Support service.
1.1. Discount list - Service volume discount
1.1.1. Discounts 100 - 200 (hours) 5%
1.1.2. 201 - 300 7.5%
1.1.3. 301 - 400 10%
1.2. Price list - Support Services catalogue
1.2.1. Price list item, Product - Support Service, Discount list -
Service volume discount, Unit - Hours, Quantity selling option - whole,
Pricing method - Currency amount, Amount - 685.00
1.3. Unit group - Hours
1.3.1. Hours, Quantity - 1.0, Base Unit - Professional Consulting
Services
1.3.2. Professional consulting service, Quantity - 1, Base Unit,
Service
1.3.3. Service, Quantity 1.0 (base base unit).
2. Create a contract to an account.
2.1. Contract name
2.2. Bill to, Customer, effective date, Contract end date, owner,
contract template - Support service
2.2.1. Contract template, Support service, billing frequency - monthly,
Allotment Type - Time, Available hours - 0800 - 1700, Mon - Fri.
2.3. Contract line, Start & End date from contract, Product - Support
Service, Unit - Hours
PROBLEM. The form has greyed out Allotments Used (see above).
I suspect the problem lies in the product setup which I have inherited,
but I can't delete the items listed above as they have already been
used. What have we done wrong?
Any help will much appreciated