Framework agreements in Next Project are used to input framework-agreed prices on items in the price list. It is a good feature if you e.g. have a framework agreement with a specific customer, type of customers (suggestively municipalities or private individuals) or if you have different price lists for different customers.
The framework agreement function should not be confused with customer or project-specific prices. If it only concerns a few specific items, customer-specific pricing may be advantageous to use, but if it involves a general agreement with entirely its own prices, the framework agreement function is preferable as it requires less manual handling and is easier to update.
Create Framework Agreement
- Open the module Price List, and go to the tab Framework Agreement.
- Click the green plus button to create a new framework agreement.
- Give the framework agreement a name, click Save.
There is an opportunity to fill in more information about the framework agreement here, such as start and end dates, who is responsible for the agreement internally and if it should be linked to a specific customer.
Start and end dates, as well as the Responsible field, are for informational purposes only and have no functional impact. If the framework agreement is linked to a specific customer, it will only be available for selection on work orders associated with that specific customer.
It is also possible to restrict articles, which means that when a user in the Next Project client is to report order lines on a project with a framework agreement, only the articles from the framework agreement will be displayed. Please note that this function currently does not apply to reporting from Next Mobile.
Input agreed prices in the framework agreement
There are two ways to set agreed prices in the framework agreement
- Manually enter the prices for each article.
- Import from file.
Enter agreed prices per item
- Select your framework agreement in the upper view.
- In the lower part, there is a dropdown menu where you choose which base price list you want to set agreement prices on.
- Now the articles from the selected price list are displayed in the lower part of the window along with a red column. There you enter the agreed unit price for each article.
- Click on Save
You can retrieve articles from several different base price lists, just select a new list in the dropdown menu.
Import agreed prices from file
It is possible to import framework agreements in NEXT from Excel. To do this, you need an Excel file with the following columns: Framework Agreement, Article Number, Agreed Price/Unit, Price List (the list from which the article is retrieved)
Tip! Prepare the file by exporting from the base price list so you have the correct article numbers and names on the price list from the start.
- Select your framework agreement in the upper view
- In the lower part click on Import Data.
- Follow the steps in the import.
Tip! If you have agreed on a percentage markup on your standard prices at a specific time, you can advantageously read in the standard price/unit as the agreed price/unit and then adjust the prices in the framework agreement with the Adjust Prices button.
Enter Agreed Hourly Rates in a Framework Agreement
To enter agreed rates for employees' billable hours, follow these steps:
Open the Hourly Rates module
Select the relevant framework agreement in the dropdown menu at the top
Two red columns will now appear
Enter the agreed hourly rates in the column Price/unit [name of the framework agreement]
Click on Save
It is also possible to set unique framework agreement costs per unit, in case you're estimating a different standard unit cost than the given standard cost.