To create a new Contract-price Charge, select the specific contract from the Contract List and open the contract’s main window. Click on the “Charges—Contract Price” tab. You can now view a list of Contract-price Charges for this contract. (To view all the charges linked to a contract, go to the “Charges—All” tab in the Contract window.) Click the New button at the bottom of the tab. A pop-up menu now opens, asking you to select whether this is a Labor, Part, or Expense charge. After making this selection, the charge-details window opens:
New Contract-price Charge window
The details window of a Contract-price Charge looks similar to other charge-details windows and contains practically all the same fields. The heading “Contract-price Charge” appears at the top of the window to differentiate between this charge and a standard charge.
The following fields in the details window of a Contract-price charge have special characteristics or differ slightly from a standard charge:
| • | Item — Only unit-based items should be entered in this field, and only unit-based items appear in the drop-down selection list. For more details, see the Contract-price Charges: Features section. |
| • | Amount — In a Contract-price Charge, the Amount field refers to the Item units. For example, if you want to create a 50-hour block-of-time contract, you can either create an Item with a single block of 50 hours, or you can create an Item for a 10-hour block of time and then assign 5 units of it, getting you the same 50 hours. |
| • | Employee — Assigning an employee to a Contract-price Charge is optional and is usually not required, as this type of charge does not represent actual work performed and, therefore, is usually not overseen by one employee. |
| • | Billable flag — By default, Contract-price charges are always set as Billable. |
After filling in all the details, you can save and close the window. You will now be able to see the Contract Price charge in the list. Note that this charge will appear both in the 'Charges - Contract Price' and 'Charges - All' tabs.
Adding New Items
New Items can be added directly from the Contract price–Charge window by clicking on the plus sign (+) in the Item field. A new Item window now opens:
New Item for Contract-price Charge window
In the new Item window you can define the item code, name, type, and price. Note that the Price type is always set as unit based (even if it is a Labor Item).
After entering the details, save and close the Item window. The Item now appears as the Item for the charge, and the charge will now appear in the “Charges—Contract Price” tab, as well as in the “Charges—All” tab.