This article explains how to create and configure framework agreements in Next Project, including how to set up agreement details, link them to specific customers, and restrict article visibility. It also covers the two methods for inputting agreed prices into a framework agreement: manually entering prices per article or importing them from an Excel file.

Framework agreements in Next Project let you input framework-agreed prices for items in your price list. This is a great feature if you have a framework agreement with a specific customer, a type of customer (such as municipalities or private individuals), or if you use different price lists for different customers.

Keep in mind that framework agreements are different from customer- or project-specific prices. If you only need to adjust a few specific items, customer-specific pricing might work better for you. But if you have a general agreement with its own set of prices, the framework agreement feature is the better choice — it requires less manual work and is much easier to update.

Create a framework agreement

1. Open the Price List module and go to the Framework Agreement tab.
2. Click the green plus button to create a new framework agreement.
3. Give the framework agreement a name, then click Save.

You also have the option to fill in additional details about the framework agreement, such as start and end dates, who is internally responsible for the agreement, and whether it should be linked to a specific customer.

The start and end dates and the Responsible field are for informational purposes only and have no functional impact. If you link the framework agreement to a specific customer, it will only be available for selection on work orders associated with that customer.

You can also choose to restrict articles. When this is enabled, users reporting order lines on a project with a framework agreement in the Next Project client will only see articles from that framework agreement. Please note that this function does not currently apply to reporting from Next Mobile.

Input agreed prices in the framework agreement

There are two ways to set agreed prices in your framework agreement:

• Manually enter the prices for each article.
• Import from a file.

Ramavtal tab showing framework agreements and the Avtalat pris/enh column highlighted for input.

Enter agreed prices per item

1. Select your framework agreement in the upper view.
2. In the lower part of the screen, use the dropdown menu to choose which base price list you want to set agreement prices on.
3. The articles from your selected price list will appear in the lower part of the window, along with a red column where you can enter the agreed unit price for each article.
4. Click Save.

You can pull in articles from multiple base price lists — just select a new list from the dropdown menu to add more.

Import agreed prices from a file

You can import framework agreements into NEXT from Excel. To do this, you'll need an Excel file with the following columns: Framework Agreement, Article Number, Agreed Price/Unit, and Price List (the list from which the article is retrieved).

Tip! Prepare your file by exporting from the base price list first — that way you'll already have the correct article numbers and names to work with.

1. Select your framework agreement in the upper view.
2. In the lower part, click Import Data.
3. Follow the steps in the import process.

Tip! If you've agreed on a percentage markup on your standard prices at a specific point in time, you can import the standard price/unit as the agreed price/unit and then adjust the prices in the framework agreement using the Adjust Prices button.

Enter agreed hourly rates in a framework agreement

To enter agreed rates for employees' billable hours, follow these steps:

1. Open the Hourly Rates module.
2. Select the relevant framework agreement from the dropdown menu at the top.
3. Two red columns will appear.
4. Enter the agreed hourly rates in the column labeled Price/unit [name of the framework agreement].
5. Click Save.

You can also set unique framework agreement costs per unit if you need to estimate a different standard unit cost than the default standard cost.