PO- Margin configuration under contract level.

During the  new client set up in the application, Need to set up the margin configuration in the application with the client specific. Margin percentage & scenario will differ from the client to client.

Follow the below mentioned steps to configure the margin details:

Step 1: Navigate to Contract option >> Select the particular client and load the contract which has been created for the same client.

Step 2: Select the contract and navigate to contract profile. Choose the PO Markup line items option which available in the contract.

Step  3: Click on the create option / + Symbol to set up the margin details and choose the selected margin details from the                  Po Markup Item drop-down. Fill the proper details with percentage( rate) mark up/ flat mark up details with                              mentioning the correct effective date.

             Choose the Group type as payroll margin for the margin computation in payroll and Enable mark as default staffing                rate option for auto mapping of the new joiners and save the details.

Step 4 : Once configure the margin details use the sync option to update the existing employee under the contract.

Note :

1. If the same client having the different percentage of mark up , Do create separate contract for respective mark up wise and allocate the respective employees under the particular contract.

2. For Payroll margin computation, Employee staffing type should be Payroll margin, under employee staffing details.

3. All margin consider salary header need to enable with consider for billing margin ( PO line item) option.

4. Mark up details & senario  need to create under Master level. ( Navigate to >> Setting >> Staffing Master>> PO line items (Mark up)). Create details will reflect under contract level mark up configuration drop-down).