Services

DMF

1920** WEB PORTAL SERVICES SERVICES

192006 WEB PORTAL SERVICES INFOS

192009 WEB PORTAL SERVICES SHOW ALL SERVICES

Akuiteo allows you to bill services carried out (for example a payslip or a final settlement) by tracking the produced quantities on services as well as the employee's timesheet entries. The produced quantities are then used for billing the customer, depending on the service produced.

Services are entered from a quotation containing service lines. This service quotation must be Signed to enter services. The related setup must also be done beforehand from the Desktop Application.

Reference

For more information about the creation of a quotation containing service lines and the associated setup, see Managing services;

Once the service is specified by the employee, it is sent to the manager so they can validate it andto the customer. The employee can modify the service at any time, as long as it has not been validated, denied or billed by the manager.

References

For more information about validating services, refer to Validating services.

For more information about billing services, refer to FacturationPrestationsDevis batch.

Services are entered from the Employee module > Services menu.

DMF

192001 WEB PORTAL SERVICES NEW

Services can be entered in various ways:

1 Click on + Service and select + New unit declaration.
2 In the window, fill in the following fields:
Field Description
Employee

The connected employee is specified.

This field cannot be modified.
Customer and project

Specify the Customer and projects fields to link to the service declaration:

  • Project
  • Phase
  • Sub-phase
  • Task

To quickly specify the project, click on next to the Customer field in order to open the search field and select a task. If the customer is already specified, tasks available in the search are filtered according to this customer.
Quotations

Select the quotation containing services lines from the help list. If there is only one quotation containing services lines for the customer, project, phase, or sub-phase entered previously, it is displayed automatically. If the project or the phase was not previously entered, Akuiteo gives you the list of all quotations containing services lines available. Those are Signed quotations containing service lines created from the Desktop Application.

Reference

For more information about the creation of a quotation containing service lines, see Creating a quotation.
Currency Currency is automatically specified when the Quotation field is specified. Currency is specified in the quotation containing services lines. This field cannot be modified.
Service

Select the service from the help list. Service list displayed is filtered according to the information previously entered. If only one service matches the information entered, it is specified automatically. If the project, phase or sub-phase have not been entered, Akuiteo gives you the list of all services available for the specified quotation.

A Services without any affiliated resource or for which I am the resource filter is available at the right of the Service field. This filter is enabled by default , and can be disabled by clicking on the icon.

  • Filter enabled: allows the employee to only see services without any affiliated resources, services with generic resources, for which the employee is identified as resource, or services linked to my team.
  • Filter disabled: if the employee has the 192009 WEB PORTAL SERVICES SEE ALL SERVICES DMF, all services lines of the quotation are displayed. If the employee does not have the DMF, they can only see services for which they are identified as resource, services with generic resources, services without resources or services linked to my team.

Note

Services entered on a sold product displayed by default are displayed first in the help list with the icon.
Quantity Specify the quantity for the selected service.
Unit price

Specify the unit price for the selected service.

The price is specified directly on the quotation. It an be modified when declaring the service if the employee has the 192007 WEB PORTAL SERVICES SHOW UNIT PRICE and 192008 WEB PORTAL SERVICES MODIFY UNIT PRICE DMFs.
Billing date

Specify the date on which the service will be billed to the customer.

By default, the date is determined according to the Billing day specified in the quotation line. If this field is not specified on the quotation line, today's date is specified by default.
Production month (MM/YYYY)

Specify the month during which the service is done.

If the month is specified on the quotation, it is retrieved by default.

Otherwise, the current month is specified automatically and can be modified.
Comment

Fill in a comment if needed.

This field is required if the TPS_COMMENTAIRE management rule is enabled.

Note

When creating a timesheet entry from a service declaration:

  • If the comment is specified, it is automatically copied in the comment of the timesheet entry.
  • If the comment is empty, the label of the service will automatically be copied in the comment of the timesheet entry.
Timesheet entry

To create a timesheet linked to the service done, specify the following fields:

  • Date
  • Duration
  • Place

This fields are not required and can only be specified when a task is defined on the service.

If the Production day is specified in the quotation line, it is retrieved in the Date field. Likewise, if the Estimated duration is specified in the quotation line, it is specified in the Duration field while taking into account the Quantity of the service.
3 Click on Save.

A non-validated service line is created and displayed in the Services menu. If the Timesheet entry part has been specified, a timesheet entry is also created and can be seen in the Calendar menu. The service is directly sent for validation to the relevant manager.

1 Click on + Service and select + New multiple declaration.
2 In the window, fill in the following fields:
Field Description
Employee The connected employee is specified and cannot be modified.
Customer

Fill in the first letters of the desired customer. The help list is displayed automatically with the relevant customers.

To quickly specify the project, click on next to the Customer field in order to open the search field and select a task. If the customer is already specified, tasks available in the search are filtered according to this customer.
Project, Phase, Sub-phase and Task

Select the Project from the help list. Projects displayed matches the customer's projects on which there are quotations containing services lines.

Select the Phase, Sub-phase and Task from the help lists.

These fields are not required.
Quotations

Select the quotation containing services lines from the help list. If there is only one quotation containing services lines for the customer, project, phase, or sub-phase entered previously, it is displayed automatically. If the project or the phase was not previously entered, Akuiteo gives you the list of all quotations containing services lines available. It is Signed quotations containing services lines created from the Desktop Application.

Reference

For more information about the creation of a quotation containing service lines, see Creating a quotation.
Currency Currency is automatically specified when the Quotation field is specified. Currency is specified in the quotation containing services lines. This field cannot be modified.

When the quotation is specified, if services are to be displayed by default, they are automatically displayed.

Note

Services displayed by default are identified by the icon when the Display by default box is checked on the corresponding sold product. For more information about the sold product record sheet, see A sold product must be created..

3 If the employee wants to declare services which are not displayed by default:
  1. Click on + Services at the right of the screen.

    2. A window opens.

  2. Click on the boxes corresponding to the services to add to the multiple declaration then click on Validate.

    3. Selected services are displayed in the Services part of the multiple declaration form.

4 Enable or disable the following display options:
Display option Description
Filter services

The Filter services option is enabled by default and can be disabled by clicking on it.

  • Option enabled: allows the employee to only see services without any affiliated resources, services with common resources, for which the employee is identified as resource or services linked to my team. If another employee is identified as resource on a line, it will not be displayed.
  • Filter disabled: if the employee has the 192009 WEB PORTAL SERVICES SEE ALL SERVICES DMF, all services lines of the quotation are displayed. If the employee does not have the DMF, they can only see services for which they are identified as resource, services with generic resources, services without resources or services linked to my team.
Hide empty lines

Hide the empty lines option is disabled by default and can be enabled by clicking on it.

  • Option enabled: allows the connected employee to only see the services lines of the selected quotation on which quantities were specified.
  • Option disabled: allows the connected employee to see all the services lines of the selected quotation.
5 For each service, specify the following fields:
Quantity Specify the quantity produced.
Unit price

Specify the unit price for the selected service.

The price can be specified directly on the quotation and can be modified during the service declaration if the employee has the 192007 WEB PORTAL SERVICES SHOW UNIT PRICE and 192008 WEB PORTAL SERVICES MODIFY UNIT PRICE DMFs
Production month

Specify the month during which the service is done.

If the month is specified on the quotation, it is retrieved by default.

Otherwise, the current month is specified automatically and can be modified.
Comment

Fill in a comment if needed.

This field is required if the TPS_COMMENTAIRE management rule is enabled.

Note

When creating a timesheet entry from a service declaration:

  • If the comment is specified, it is automatically copied in the comment of the timesheet entry.
  • If the comment is empty, the label of the service will automatically be copied in the comment of the timesheet entry.
Billing date

Specify the date on which the service will be billed to the customer.

By default, the date is determined according to the Billing day specified in the quotation line. If this field is not specified on the quotation line, today's date is specified by default.
Timesheet entry

If the connected employee wants to create a timesheet entry linked to this service, then it is necessary to specify the following fields:

  • Date
  • Duration
  • Place

If the Production day is specified in the quotation line, it is retrieved in the Date field. Likewise, if the Estimated duration is specified in the quotation line, it is retrieved in the Duration field.

Note

If the fields associated to one or multiple services are not specified, these services are not taken into account when saving the declaration.

6 Click on Save.

Non-validated service lines are created and displayed in the Services menu. If the Timesheet entry part has been specified, a timesheet entry is also created and can be seen in the Calendar menu. Service are directly sent for validation to the relevant manager.

An existing service can be duplicated to quickly create a new service. Duplication is available for all services regardless of their status.

1 Click on then on Duplicate for the desired line.
2 Modify the desired information.
3 Click on Save.

The service is duplicated and can be seen in the Services menu. If the Timesheet entry part has been specified, a timesheet entry is also created and can be seen in the Calendar menu. Service are directly sent for validation to the relevant manager.

DMF

192011 WEB PORTAL SERVICES ADD MULTIPLE TIME ENTRIES

An employee can add multiple time entries for multiple days on a same service.

Prerequisite: The service must be in the Not validated Status.

1 Click on on the desired approval then on Add multiple time entries.
2 Fill in the following fields:
  • Date;
  • Duration;
  • Location.
3 Add or delete other timesheets if needed:
  • Click on + Add timesheet entry to add a timesheet entry.
  • Click on to delete a timesheet entry.
4 Click on Save.

Time entries are added to the employee's calendar for the specified dates.

When an employee works multiple days on a service, they can indicates the time spent on it at the end of the unit service declaration form.

1 Specify the fields of the form (see Entering a unit service).
2 Click on Save and add time entries next to the Save button.
3 Fill in the following fields:
Timesheet entry

Fill in the following fields:

  • Date
  • Duration
  • Place

If the Production day is specified in the quotation line, it is retrieved in the Date field. Likewise, if the Estimated duration is specified in the quotation line, it is retrieved in the Duration field.
4 Add or delete other timesheets if needed:
  • Click on + Add timesheet entry to add a timesheet entry.
  • Click on to delete a timesheet entry.
5 Click on Save.

Time entries are added to the employee's calendar for the specified dates.

DMF

192011 WEB PORTAL SERVICES SHOW TIME ENTRIES

Prerequisite: The service must be in the Not validated Status.

An employee can see their time entries on a service in particular and modify it if the service has not been validated or denied by the manager.

1 Click on then on Show time entries for the desired line.

The Service time spent window opens.

2 In this screen:
  • Click on then on Modify to modify the time entry linked to the selected service.
  • Click on then on Duplicate to duplicate the time linked to the selected service.
3 Click on Save.

Modifications are taken into account and the Calendar is updated.

DMF

192002 WEB PORTAL SERVICES MODIFY

192008 WEB PORTAL SERVICES MODIFY UNIT PRICE

Prerequisite: The service must be in the Not validated Status.

1 Click on for the desired line.

The declaration window opens.

2 Modify the desired information.
3 Click on Save.

The service is modified.

Note

It is possible to modify multiple time entries on a service if the employee has the 192011 WEB PORTAL SERVICES ADD MULTIPLE TIME ENTRIES.

DMF

192003 WEB PORTAL SERVICES SUPPRIMER

Important

Deleting a service cannot be reversed.

Prerequisite: The service must be in the Not validated Status.

1 Click on then on Delete for the desired line.

A window opens.

2 Confirm the action.

The service is deleted.