How to use custom values to configure discounts

Price agreements can be created to filter by debtor, MTOW, flight type, registration and even on the form of payment.

It is also possible to setup price agreements that apply to custom properties that you have assigned to debtoraircraft or aircraft type records. For example, you could configure FBO One to apply a discount to aircraft that have a particular color. As aircraft in FBO One do not have a color field, you would fist define a custom property for 'aircraft color'. After this, you can then setup price agreements that apply to specific values from this custom color property, such as a 10% discount for white aircraft.

This article provides a step by step guide on how to setup custom properties and discounts for the following two cases:

  1. Apply a custom disbursement fee to different groups of customers
  2. Exempt a select group of aircraft operators from airport imposed charges such as landing fees.
Apply a custom disbursement fee to different groups of customers

A regular use for custom properties, is to override the disbursement fees for a particular group of customers. Note that a ‘disbursement’ is an amount of money that you collect from your client on behalf of a third party supplier, such as a catering company that delivers the catering. On top of each disbursement, an FBO may choose to charge a disbursement fee - also called an administration fee - that covers the credit exposure to the FBO when collecting the money on behalf of the supplier. 

In the example below, the default fee for disbursements is pre-configured at 15%. In this example, we will setup FBO One so that you can ‘tag’ clients that pay a different percentage with an appropriate custom value.

To do this, we must first define the custom property and a list of allowable values. You can follow the following steps: -

  1. Go to the administration menu, then open the 'back office' section, and select ‘custom values'.
  2. In the table editor for custom properties, click “Add new" to define the new custom property. See screen shot below.
  3. Select a clear name for the Custom property such as ‘Disbursement Fee’. Click Save.
  4. Create the custom values, using the table editor beneath the custom properties. 
  5. Click on ‘Add new’ and create the required rates which in this case will be 8%, 10% and 12%. 
  6. Finally add bind the property to the table to which the property is applicable, in this case ‘contact’. Do this by clicking on ‘Add new’ in the third table editor, named 'tables applicable to custom property', found just beneath the custom values.


Once completed, we are required to create the relevant price agreements for the disbursement fee product. To do so, go to the relevant product which in this case is ‘Disbursement’. Click the price agreements tab followed by ‘Add new’. Complete the relevant fields and click on save.



It should look similar to the example below:


Exempt a select group of aircraft operators from airport imposed charges such as landing fees

Another example: suppose you normally collect airport fees on behalf of the airport, such as Landing, Navigation and Parking fees. You may have a few clients that have a direct account with the airport authorities. These clients should not be charged the airport fees. To configure FBO One for this scenario, you can tag each client that has a direct account using a custom value, and to setup a zero price for the airport fees for those clients.

Step by step: -

We need to start by creating the Custom property. We will call it “Direct AP fees”. Go to the administration menu; click ‘custom values’ and click ’Add new’. Select a clear name for the Custom property such as ‘Direct AP fees’. Once this is saved we can create the custom value, which are found beneath the custom properties.  Click on ‘Add new’ and define the list of allowable values for this property. In this case, there is only one possible value “Billed directly to operator”. You should note that this remark will be shown on the handling invoice (as shown below). Finally add the table to which the value is applicable, in this case ‘contact’. Do this by clicking on the ‘Add new’ found just beneath the custom values.


Apart from this value, an operator can also be assigned to have a ‘blank’ value for this property. This gives us the flexibility we need; we can now mark any operator to either have a value of “Direct AP Fees | Billed directly to operator”, or no value for “Billed directly to operator”.

In order to add the custom value to a contact you can either add it via the ‘Edit organization’ as shown in the example below or by using the ‘Add new’ button in the ‘Custom values’ tab.


All contacts without a value will have the normal price agreement applied attached will be given the default price. Another important point to remember is that in the event you change the custom value the new rate will apply to all relevant open orders. Therefore, in many cases, it is better not change an existing custom value, but instead creates a new one.

Once this is completed, a price agreement can be setup in the Airport Fees product, to make the price of the airport fees zero for any order in which the debtor has the “Direct AP Fees |  Billed directly to operator” custom value. To do this go to the product page which in this case is ‘AP-FEES’ click on the ‘Price agreement’ tab and click on ‘Add new’. Complete the relative information as shown in the examples below:

The custom value name appears on the handling invoice which in this case clearly shows staff and clients that the fee is billed directly to the operator. This is a variable setting therefore in the event you would not wish for the custom value remark to be shown you would be required to set the setting “ShowPriceAgreementDetailsOnInvoice” to false, that indicates if the handling invoice contains descriptive remarks based on the price agreements that apply. This can be done in the ‘Settings’ found in the ‘Administration page.


See also:

Custom values

How to use custom values in price agreements

Settings introduction