Managing a Fee Library

Objective

After completing this lesson, you will be able to configure a Fee Library for use on a statement of work.

Fee Library

The Fee Library allows Administrators to create and maintain a collection of commonly used fees for use within the SOW modules.

Fees are individual unit-based payments to the supplier on a per item basis, such as a flat amount for every laptop repaired.

Fees from an associated Fee Library can be selected from the Fee Definitions tab in the Characteristics section of an SOW.

The Characteristics page of a statement of work being created emphasizing the Add Characteristics section. The section is comprised of four buttons: Events, Schedules, Fee, and Management Events. The Fees button is selected and the fees are listed below the buttons. For each fee the Fee Rate Type, Name, Description, Capitalized, Rate, Unit, Minimum Units, and PO Number are provided. A column to the right presents icons to edit, copy, and delete the fee.

Navigating the Fee Library Admin Object

Services section of the Admin Menu, the Fee Library link is highlighted.
1To view the list of Fees in the tenant, select Fee Library from the Services section of the admin menu.

Fee Library List Page

Fee Library List page displaying the fees configured for the tenant. For each fee the Code, Name, Description, and Fee Rate Type are indicated. The Fee Rate Type column and the Fiber Routing link in the Code column highlighted.

Fees must be defined in the Fee Library before they can be added to SOW templates. They can be added when creating an SOW from a template, and they can be copied from the library.

2All Fees must be defined as a particular Fee Rate Type: For Defined on Fees the fee value will be entered for this particular fee, and it will be assigned as a Fee Characteristic. For Defined on Lookup, the fee value will be determined based on the configured and assigned Custom Lookup, and it will be assigned as a Fee Characteristic. For Defined on Fees – Fee with SOW Workers the Fee value will be entered for this particular fee, and it will be assigned to SOW Workers. For Defined on Lookup – Fee with SOW Workers the Fee value will be determined based on the configured and assigned Custom Lookup, and it will be assigned to SOW Workers.
3To view the details of a Fee, select an appropriate link in the Code column.

Fee Library Details Page

Fiber Routing Fee Details page displaying the details of the Fee, In addition to the details indicated on the list page, the details page indicates the Fee Availability, whether a supplier can edit a fee, if an effective fee period has been enabled, and if the fee is for a product and is capitalized. The Fee Availability on SOW field, the Enable Effective Fee Period field, and the Product field are highlighted.

In addition to the information contained on the list page, the fee library details page shows the configuration details of the selected fee.

4Fee Availability on SOW establishes whether a supplier can add the fee to an SOW. It can be enabled for all suppliers or associated to specific supplier.
5If Enable Effective Fee Period is enabled, effective dates for the fee can be established. This fee would only be available for selection on the SOWs that are within the dates established on the fee. This field only displays when the fee rate type is Defined on Fees or Defined on Fees - Fee with SOW Workers.
6Product indicates whether this fee applies to a product.

Configure a Fee Library

WorkingNet Networking, Inc., a global manufacturer of data networking equipment, is building several new distribution centers in several countries, while simultaneously implementing new logistics software and processes.

Their first new distribution center is being built in a suburb of Atlanta, so WorkingNet will use the new Atlanta hub as their base of operations. They're going to engage CarryAll Consulting, a logistics design and implementation firm, to both help streamline their logistics processes as well as implement the new software.

In order to engage CarryAll, WorkingNet is using SAP Fieldglass to create the statement of work. However, while creating the SOW, Darius, the Logistics Manager for WorkingNet, realizes that after the software upgrade CarryAll employees will need to be trained on the software and logistics process. He decides to add a fee to the SOW to capture the costs of upskilling his staff. After negotiating with CarryAll, they settle on a flat fee per training session.

However, the fee does not exist in WorkingNet's SAP Fieldglass tenant, so he asks you, the SAP Fieldglass administrator for WorkingNet, to add a new fee to capture costs to be paid out for each training session.

Summary

The Fee Library in the SOW modules allows administrators to create and manage commonly used fees for unit based payments. Fees can be added to SOWs from the Fee Library.

Key Points:

  • Fee Library Purpose: Allows administrators to create and maintain commonly used fees for SOW modules.
  • Fee Rate Types: Fees must be defined as one of four types, determining how the fee value is set and assigned.
  • Fee Availability on SOW: Controls whether a supplier can add the fee to an SOW, and can be restricted to specific suppliers.
  • Effective Fee Period: Allows setting dates for fee availability, limiting its selection on SOWs within the specified dates.
  • Product Association: Indicates if the fee applies to a specific product.