This article describes how markup templates, frame agreements, and different types of percentage markups work in the system. You'll learn how the markup template is applied to work orders and ÄTA, how frame agreements are linked to customers and projects, and how Markup % and Markup % (Hours) are calculated and displayed on customer invoices.

Markup Template

The markup template is set on the project and functions differently depending on whether it's a Work Order or an ÄTA.

Work Order: Percentage markup that applies to vendor invoices. Set up with markups per account class or account.

ÄTA: Percentage markup that applies to vendor invoices, order lines, and hours depending on which accounts and account classes are configured in the markup template.

For more information on how to administer markup templates, see the article here.

Frame Agreements

A frame agreement is a negotiated unit price per item and is set up under the Frame Agreements tab in the Price List. It can be linked to a customer, project, work order, or ÄTA.

For more information on how to create frame agreements, see the article here.

Markup %

This is a percentage markup that applies to all reported order lines — meaning both from mobile, client, and via line interpretation if that service is used. The markup is added to the standard price or to the frame agreement price if a frame agreement has been specified.

Markup % can be set on a customer or project.

Note that Markup % is only displayed when the customer invoice is created and is not included in accrued revenue.

Markup % (Hours)

This is a percentage markup that applies to all recorded hours — both from mobile and client. The markup is added to the standard price or to the frame agreement price if a frame agreement has been specified.

Markup % (Hours) can be set on a customer or project.

Note that Markup % (Hours) is only displayed when the customer invoice is created and is not included in accrued revenue.

Markup 2 (Contract Markup)

If you need to handle double markups, you have the option to use an additional markup called Markup 2. It is only available in the invoicing module and cannot be set on projects or customers.

Contact our support team and they'll help you get started.