Registrer services (Request Type)

Create a New Request Type

For each type of service, a Request Type must be created. The Request Type defines, among other things, which form to use, how the cost is calculated, and how the billing is done.

NB! If there is no form that fits the service you are now creating, create a new Custom Form.

1. Click Request Services in the navigation menu (on the left side), then Request Types.
2. Press the Create New Request - related asset button at the top-right corner.
3. Fill in the mandatory fields first, and click on Insert to save it.
   • REQUEST TYPE NAME
   • CORE
   • FORM NAME (Note! The "Add New" link right below the FORM NAME field leads to a new page to create a new form. Unsaved content on the Edit Request Type page will disappear, so it is important to create a form that fits the Request Type in advance.)
4. Fill in other relevant information and make necessary configurations. The following points are particularly important:
   • PROJECT IS REQUIRED field: It is recommended to select Always.
   • ALLOWED SERVICES field: This field appears after a Request Type has been created in step 3. You can set relevant Consumables (Offline Services) on the Manage Related Service page linked from this field. When this is used, the MILESTONES / ADDON CHARGES field must be something other than N/A.
   • REQUEST RESERVATION INSTRUMENTS field: To link reservations of instruments with a Request, add the relevant instruments here.
   • The REQUEST CONTACT DETAILS function is currently disabled by the provider. You can see the user's name and email address from the Users List page (Click on USERS in the navigation menu). If you need contact information beyond the client's name and email address, the relevant fields must be created in the form.
   • Read the guide for configuring cost estimation and partial invoicing below.
5. Click the Update button to save.

Edit Created Request Type

To edit a Request Type, go to the Request Types page (steps 2 and 3 in the previous section) and click on the ID number of the Request Type in the table.

Configuration on Cost Calculation and Partial Billing

Using Fixed Price per Request or Request Line (row)

The INSTRUMENT PRICE CATEGORY field is used. You must first create an Instrument Price Category which will be selected on the Edit Request Type page. Select the correct Fee Type in Instrument Price Category:

• When charging per Request, use Request for the Fee Type.
• When charging per Request Line, use Request (rows) for the Fee Type.
• If an Instrument Price Category has both Fee Types, the sum of the price per Request and the price per Request Line times the number of rows is charged.

Using Milestones and Partial Billing

With milestones, it is possible to bill when a milestone is achieved, even if the requested service is not completely finished. The cost, such as hourly rate and the number of hours, is manually set in the delivered form.

To use this, you must select Milestones (admins only) in the MILESTONES / ADDON CHARGES field.

To invoice only based on Add-on Services or a manually set milestone price, the Instrument Price Category field must be empty.