I hope you can assist me, and that i am explaining this clear enough, as it is a bit complicated. Please bare with me:
The model i'm building is for billing, and includes SLA agreements.
So the 2 tables i'm using is Time entry, and SLA details. Now the SLA details gives me an SLAValue and available hours, as well as carry over hours.
So let's say a customer has 10 hours, and 2 carry over (assuming this is the first month with 0 brought from it):
If he uses 10 hours, 0 goes to the next month. Only SLA value gets billed
If he uses 1 hour, only 2 goes to the next month. Only SLA value gets billed
If he uses 15 hours, 0 goes to next month. SLA value gets billed, as well as 5 consulting hours.
I was able to achieve this if i load everything into a month view (See attached "SLA carry over principle")
The problem now is the following:
We cannot work it out on a monthly basis, as we have various rates against different people. So the hours need to run out at a certain point, and all hours booked must then go against the speciffic rate.
The way that i used the load also doesn't appear to be working if i bring in daily dates.
I'm not sure if it is best to use a running total on each line you report on? Or what would be the best way?
