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Calculating costs and planning workflows in internal event segmentsM

With internal segments, you calculate and plan within events and on the basis of the information already available, without changing the customer segments.

  • Calculate costs for your events

    Costing segments are used exclusively for internal cost planning. They allow you to compare costs and revenues without creating a real segment for the customer. To calculate contribution margins or discounts for external customer segments, use the Kalkul costing in the side navigation bar (Calculate contribution margins). Costing segments are offered at quotation, order or invoice level and correspond to normal segments in terms of content.

    Internal (personnel) planning transactions cannot be created for costing transactions. The number of possible costing processes is not limited. Costing processes must be activated under Administration Administration > Administration Settings > VA Events by a user with administrative rights.

    1. In an event, right-click on the desired processing stage (quote, order invoice).
    2. In the activity Summary, select neuexpand Add > Angebot Kalkulation New costing quotation.
    3. Enter a name for the new event segment.
    4. Add the desired items via neuexpand Add .
    5. Drag and drop the costing quotation to the folder Ordner Bestellung Order or Rechnung Invoiceto create (copy) the costing for another processing stage.
    6. If you want to take over the costing quotation as a real quotation for the customer, right-click on the name of the costing quotation in the side navigation bar and select edit Convert to > Angebot Quotation (or Bestellung Order or Rechnung Invoice).
  • Plan internal workflows independently of customer segments

    Internal segments are used to organise work processes and to book items that are not shown to the customer. They enable the recording of costs that do not appear in the customer segment and are usually issued to staff on the work instructions. 

    Internal transactions correspond to normal transactions in terms of content and are offered at quotation, order or invoice level. Unlike external customer transactions, however, they do not contain any price information, only the cost centre. Transactions within the framework of internal events are always internal transactions. The number of possible internal transactions is not limited.

    Internal processes must be activated under Administration Administration > Administration Settings > VA Events by a user with administrative rights.

    1. In the event, right-click on the desired processing stage (quote, order invoice).
    2. Select neuexpand Add > Angebot Intern New Internal Offer in the activity Summary and enter a name for the activity.
    3. Add the desired items via neuexpand Add . E.g.: Burning pastes, serving cutlery, kitchen paper for packing lists
    4. Drag and drop the Angebot Intern Internal quote onto the folder Ordner Bestellung Order or Ordner Rechnung Invoiceto create (copy) an internal segment to another processing stage.
    5. If you want to take over the internal quote as a real quote for an external customer, make a right click on the name of the internal quote in the side navigation bar and select edit Convert to > Angebot Offer (or Bestellung Order or Rechnung Invoice).
    6. If the prices are not added automatically, add them manually.
  • Plan staff and purchasing for events with internal planning segments

    Interne Personalplanungsvorgänge dienen der Erstellung des Dienstplanes für Mitarbeiter und dem Einkauf von LeihpersonalM. Sie ermöglichen die Unterscheidung zwischen dem externen Kundenvorgang mit Personalrollen, Anzahl und Verkaufspreis einerseits, und dem internen Vorgang mit Zuteilung der Rollen an einzelne Mitarbeiter oder Lieferanten andererseits. Die Einkaufsübersicht und der Personalplaner beziehen sich auf den internen Personalplanungsvorgang. Interne Personalplanungsvorgänge werden auf Angebots- und Bestellungsebene angeboten. Im Unterschied zum externen Kundenvorgang enthalten sie keine Preisinformationen, nur die Kostenstelle. Außerdem muss eine Artikelanzahl angegeben sein.

    Interne Planungsvorgänge gibt es nur zu externen Kundenvorgängen, wobei zu jedem Kundenvorgang nur ein Planungsvorgang angelegt werden kann. Sobald ein interner Planungsvorgang angelegt wird, greifen die EinkaufsübersichtM und der Dienstplaner auf die Artikel und Zahlen dieses internen Vorgangs statt auf die des ursprünglichen externen Vorgangs zu.

    Internal (personnel) planning processes must be authorised under Administration Administration > Administration Settings > VA Events by a user with administrative rights. If general internal planning processes are activated for items of all types, this also includes personnel processes and does not need to be activated separately.

    1. Right click on the external Angebot offer and select Angebot Intern Add internal planning process .
      Note: The same procedure is also possible in the processing stage Bestellung Order .
    2. The items booked in the customer segment are automatically transferred to the internal planning segment.
    3. Transfer changes in the customer process directly to the planning process on demand to keep both processes in sync.
      Note: Changes in the planning process have no effect on the customer process.
    4. If necessary, schedule a supplier in the column role / supplier to be offered the option for a direct purchase order in the upper toolbar.
      Important: In the purchasing Summary for consumables or rental items, the suppliers assigned in the segment are not taken into account .
    5. To assign your own employees to a role article, click on auffaechern Personalrolle besetzen in the horizontal toolbar and select one of the available employees.
    6. If required, create a shift directly for the selected staff members.
      Important: The mere assignment to a staff procedure does not create a shift. .
    MM