## Overview

Calculation types represent distinct calculations within ASAP e.g. Certificates vs Certificates with Reduction Factor

Appointments can contain multiple calculation types available through the calculations tab.

Calculation types contain a primary calculation which can be utilised for the discount value, if configure.

Optionally, each type can contain a secondary calculation which often contains a complementary calculation (e.g. Primary = Certificate & Secondary = Energy)

## Adding a Calculation Type

- Navigate to the
**Calculation Type Management**screen through**Advanced Configuration [A-K]**→**Calculation Types** - Fill the configuration options
- Select
**Add Calculation Type**

## Updating a Calculation Type

- Navigate to the
**Calculation Type Management**screen through**Advanced Configuration [A-K]**→**Calculation Types** - Select the Calculation Modifier Group
- Update the configuration options
- Select
**Update Calculation Type**

## Configuration Options

Configuration | Description |
---|---|

Calculation Type ID | A system generated identifier |

Calculation Type Name | A description of the the calculation type |

Decimal Places | Number of decimal places the calculation result will round to if no rounding method is set |

Calculation Run Order | A method of sorting calculation types where 1 will appear before 2 in ASAP lists |

Calculation Cap | A maximum value for the primary calculation result |

Zone(s) | A list of zones that will include the calculation type |

Primary Calculation Name | A description for the primary calculation |

Primary Calculation Units | The unit label for the primary calculation e.g. 1.25 ‘Certificates’ |

Primary Calculation Term | The term label for the primary calculation e.g. 1.25 Certificates / ‘year’ |

Primary Calculation Format | The format in which the primary calculation will appear |

Primary Rounding Method | The rounding method, applied to the calculation at an activity level |

Dual Calculation | If selected, a secondary calculation will be added to the calculation type, this will add all of the primary fields above for the secondary type. A common usage of the secondary calculation type is Primary = Certificates, Secondary = Energy Savings |

Is the default calculation | If selected, this calculation type will be used as the default calculation throughout ASAP |

Discount Type | A discount associated with the calculation, can include: - None: No discount - Point of Sale: Will apply the calculated discount to job balance (quote/invoice) - Delayed: Will still calculate a discount but will not apply to the job |

Discount Rate (ex. GST) | The dollar value per unit of the calculation, should be in a decimal format e.g. If the rate is set to 12.60 and the calculation results in 2.4 the discount will equate to $30.24 (ex GST) |

Detailed Discount | If selected the discount will appear with a quantity, rate and total on appointment invoice/quotes. If unchecked the discount will appear as a single dollar value |

Add GST (if applicable) | Add GST to the discount rate if applicable (e.g. business customers) |