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Bounding of Service within Packages

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Written by Aparna Krishnan

As a user with access to Packages in the Service Pool and Project Services, you can now access a new "Settings" option when editing a package service.

  • The "Settings" option is only available for package services.

  • This feature does not apply to individual services.

  • You can access this option when adding, attaching, or copying a service within a package.

  • Note: The Net Cost field and functionality will only appear if the "Bounding of Service within Packages" module is enabled in the system for which the user needs to contact Succevo to enable it.

When attaching a service to a package in the Service Pool or Project Services, you can use the "Settings" option to configure pricing by linking the service to another service and calculating costs based on a specified percentage.

Accessing the Settings Screen

Click the "Settings" option to open the configuration screen.

Fields and Options on the Settings Screen

  1. Net Cost Percentage Field

    • Label: "Net Cost will be () % from service."

    • Purpose: Enter the percentage value used to calculate the Net Cost.

  2. Service Dropdown

    • Default Value: "None Selected."

    • Lists all services available within the package for selection.

  3. Type Selection Dropdown

    • Default Value: "None Selected."

    • Options:

      • Net

      • Gross

  4. Price Basis Dropdown

    • Default Value: "None Selected."

    • Options:

      • Cost

      • Sell

  5. Save and Cancel Buttons

    • Save: Applies the changes.

    • Cancel: Discards the changes.

Functionality

  1. Net Cost Calculation

    • When a percentage is entered in the "Net Cost will be ()% from service" field and a service is selected from the dropdown:

      • The Net Cost of the new service is calculated based on:

        • The selected service.

        • The type value (Net or Gross).

        • The price type (Cost or Sell).

  2. Dynamic Recalculation

    • When "Cost" or "Sell" is selected, the chosen value is applied to the Net Cost.

    • All related fields are recalculated dynamically based on existing system functionality.

3. Copying Packages

o When we copy Package to another program or Project with copy all services linked then calculation associated Net Cost Settings are copied as well

  1. Copying Sub-Services

    • When copying sub-services linked to calculations involving other services:

      • The associated Net Cost settings are automatically copied.

  2. Module Dependency

    • The Net Cost field and functionality are accessible only when the "Bounding of Service within Packages" module is enabled in the system settings.

Example:

1. Net Cost of Services 1: 2000 & Net Sell: 2500.

2. Edit the Service 2 & Click on Net Cost settings

3. User provides input on “Net Cost will be a 20 % from service”

4. Select Service 1 along with option Net or Gross & Cost or Sell, in which the User inputs Net & Cost respectively

5. Click on Save

6. The Net Cost of Service 2 will be calculated at 400

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