Clearing types
The allocation data for various employee categories (e.g. apprentice, specialist, etc.) are stored under Allocation types (further VAs). The VAs are managed under Version2 – Order management / Version3 – Customer orders order list → Settings → Allocation types tab.
The billing type is relevant for billing (further charging of hours in the orders).
The VA is maintained in the corresponding article and stored with the sales price. The VA articles are categorized like “billable hours”. The VAs are all articles in the number range 800-899.
The VA is also recorded as a material / order item so that the recorded hours can be billed in the invoice.
The item code is set automatically when the item is created. The designation that is entered in the “Code” column when the item is created is saved as the external number (this is usually an abbreviation of the VA designation).
Create and manage allocation types
The creation of new and the management of existing allocation types is done via the customer order settings (allocation types tab)!
The code (abbreviation of the VA) and the VA designation are entered when the item is created. The corresponding article is created automatically. The next step is to enter the sales price (which is used when charging hours in the order): click on the coin symbol.
In the screen that appears, enter the net sales price in the green field and the VAT rate and save.
