CCS - Travel Management
- Tim Sweeney
Analytics
This article discusses the logic that supports the assignment of travel Invoice Line Items to a Work Order when delivering services to a Participant.
SUMMARY
On a Service Agreement we have specific fields that allow us to configure the available travel options that have been agreed for the Participant.
FIELD | DESCRIPTION |
|---|---|
| When a kilometres |
| This defines how the client will be charged when
|
| The capped time that is assigned whenever a |
Provider Travel is specified on a Product / Support Item via the Claim Types field. This defines the when Provider Travel is available for claiming in scheduling.
PROVIDER TRAVEL = CAPPED
When Provider Travel = Capped you need to ensure that the Provider_Travel_Capped_Amount_mins__c has a value on Service Agreement.
In Work Order Management, when a Service Agreement has Provider Travel = Capped then you will not have an option to enter Travel Start Time and Travel End Time, regardless of whether Provider Travel is an option for the selected Support Items.
In the Invoice Line Item creation flow, we look to see if:
The
Support Itemscheduled has aSupport CategorywithSupport Purpose = Core.Service AgreementhasProvider Travel = Capped
If the above is TRUE, then we retrieve the Provider_Travel_Capped_Amount_mins__c value to create an Invoice Line Item and we use the same Support Item in the Invoice Line Item but create a separate record just to identify the Provider Travel costs.
In the Description on the Invoice Line Item, the text will read “Provider Travel”.
PROVIDER TRAVEL = LABOUR
Scheduling Provider Travel
When Provider Travel = Labour, you will have the option to add Travel Start Time and Travel End Time when Support Items are added which have a Claim Type that contains Provider Travel.
When we schedule Provider Travel, a Work Order Line Item will be created which uses the same Support Item that has been scheduled and this will follow the standard invoicing process.
Adding a Provider Travel Expense
On completion of a Work Order (Status = Complete), an Expense record can be submitted specifying that the worker has completed travel. In this submission the worker can submit Driving Minutes and Kilometres.
The Invoice Line Item creation flow will identify if:
Expenseshave been added to theWork Orderfor travel.A
Work Order Line Itemdoes not already exist for travel item.Service AgreementhasProvider Travel = LabourORProvider Travel = Kilometres & Labour
If the above is TRUE, then an Invoice Line Item will be created to charge the Participant for the travel.
Quantity = Driving MinutesAmount = Driving Minutes / 60
ACTIVITY BASED TRANSPORT
Scheduling Activity Based Transport
Work Order Management allows the user to select Activity Based Transport products using the standard scheduling features.
Adding an Activity Based Transport Expense
On completion of a Work Order (Status = Complete), an Expense record can be submitted specifying that the worker has completed some driving. In this submission the worker should submit Driving Minutes and Kilometres.
Invoice Line Item creation flow will identify if:
Expenseshave been added to theWork Orderfor travel.A
Work Order Line Itemdoes not already exist for travel item.Service AgreementhasActivity Based Transport = Yes
If the above is TRUE, then it will retrieve the Activity Based Transport product which matches the Support Category on the Work Order Line Item and create an Invoice Line Item with:
maica__Quantity__c = Kilometreson theExpenserecord.maica__Amount__c=Kilometres * Cost per KM (custom setting)