Overview

In cases in which the script type changes during the project, such as the script being created internally, it’s possible to set up a “Supplier script”.

Using this functionality, it's possible to charge a customer for a specific script status, while paying resources for a different one.

By default, the Supplier script will be the same as the Script.

Open

In this order, the customer will be charged for a work without a script, while resources in the specified tasks will be paid a rate with a script, due to it being made available during the flow.

Using the Supplier script

The Supplier script can be set from the Order info page, as well as the “Supplier script” column from the Sales dashboard.

By default, it will be the same as the Script, but this can be changed at any point during the order’s lifecycle.

Open

This value will be applied to selected tasks and apply pricing accordingly, using the “Use suppliers script for billing” column within the Order tasks page.

This can also be preset from the workflow template.

Configuration

System

The Supplier script functionality requires enabling from Administrator > Web administrator > Configuration > Settings > “Enable supplier script”.

Once enabled, the “Supplier script” field will become available in the relevant pages, such as Order info and Workflow templates.

Presetting in workflow templates

Whether a task should be paid based on the order’s Script or Supplier script can be preset at the workflow template level.

This can be done from Manager > Price lists & Workflow templates > Workflow templates > All tasks.

Within the Workflow template all tasks page, the option “Use Supplier script for billing” can be set as the default behavior for this task within this flow.

Presetting in products

Whether a task should be paid based on the order’s Script or Supplier script can be preset at the product level.

This can be done from Manager > Price lists & Workflow templates > Products > Tasks of the desired product.

Within the *Product all tasks page, the option “Use Supplier script for billing” can be set as the default behavior for this task within this product.

Presetting in task types

Whether a task should be paid based on the order’s Script or Supplier script can be preset at the task level.

This can be done from Administrator > Tables > Tasks tables > Task types > Edit () on the desired task:

Within the Task edit page, the option “Use Supplier script for billing” can be set as the default behavior of the task type (1).

This default can also be applied to existing instances of the task in the system (2).

This can be applied to all uncompleted tasks, all products, all workflow templates or all of the previous.