Recording task inclusions and exclusions

This section enables you to record inclusions and exclusions for tasks as well as the pricing basis for them.

Select the "Inclusions & Exclusions - Task" tab in the "Manage Sale Contract" page.
Enter the following fields:

Inclusion Enumeration

A textual description of the tasks which are included for pricing.

Data entry in this field is mandatory if “Include” is specified as the “Basis”.

Exclusion Enumeration

A textual description of the tasks which are excluded for pricing.

Data entry in this field is mandatory if “Exclude” is specified as the “Basis”.

Definition For

Use the drop-down list box to specify the basis on which you wish to include repair cost in exchange fee.

· Regular Repair - Select this option if the repair is regular repair.

· Exchange with Repair – Select this option if the repair is exchange with repair.

Note the following:

· The system lists the value “Exchange with Repair” only for contracts associated with part, ie for contracts with Part as Object Effectivity.

· For Exchange with repair, if inclusions are present, the exchange fee will include the reapir cost of the task defined in that inclusion.

Enter the following fields in the “Inclusion / Exclusion List” group box:

Eff. Ref.	Use the drop-down list box to specify the effectivity of the object for which you wish to save inclusion and exclusions of tasks. The system lists the following options: Contract Level - Select this option if you wish to exclude / include tasks at a contract level. Part Effectivity – Select this option if you wish to exclude / include tasks at part effectivity level. Defined Work Scope – Select this option if you wish to exclude / include tasks at work scope level. Aircraft Effectivity – Select this option if you wish to exclude / include tasks at aircraft effectivity level.
Eff. Ref. Code	Use the drop-down list box to specify the code corresponding to the object effectivity reference. The system lists all the effectivity reference codes defined in their respective tab pages.
Task Incl. / Excl. Code	A unique user defined code for the contract representing the tasks against which you wish to record inclusions and exclusions. Mandatory. Ensure the following: The code specified here is a unique number. The contract number specified in this field does not have any special characters other than " - " or " / “. Note that this field cannot be modified while editing or revising the contract.
Basis	Use the drop-down list box to specify whether a task is included. The system lists the following options: Include - Indicates that a task is included for pricing purposes. Exclude - Indicates that a task is excluded for pricing purposes. Include - with Cap – Indicates that a task is included with some condition for pricing purposes. Ensure that a Material or Resource Cap is defined if an inclusion is defined against “Include – with Caps” option in this field.
Work Type	Use the drop-down list box to specify whether the pricing definition is for a discrepancy or a routine task. The system lists the following options: Discrepancy - Indicates exclusion / inclusion against work scope / part is for a discrepancy. Regular - Indicates exclusion / inclusion against work scope / part is for routine tasks. By default the system leaves this field blank
Repair Classification	Use the drop-down list box to specify the repair classification in order to differentiate the tasks which are over and above the contract (COA - Contract Over and Above) between the operator and the MRO. The system lists all the ‘Active’ quick codes of type “Repair Classification” defined in the current business component.
Eng. Doc. Eff. Date	The date of the engineering document from which the MCR is effective for which you wish to record task exclusions / inclusions.
Date Ind.	Indicates the date until which the pricing basis is applicable corresponding to the given Eng. Doc. Eff. Date. The system displays the following options: Greater than - Select this option if the date until which the pricing basis is applicable is greater than the given Eng. Doc. Eff. Date. Greater than or Equal to - Select this option if the date until which the pricing basis is applicable is later than or equal to the given Eng. Doc. Eff. Date. Less than - Select this option if the date until which the pricing basis is applicable is earlier than the given Eng. Doc. Eff. Date. Less than or Equal to - Select this option if the date until which the pricing basis is applicable is earlier than or equal to the given Eng. Doc. Eff. Date.
Task Type	Use the drop-down list box to specify the type of the task to be retrieved, which could be one of the following: “MPD", "CMM", "MOD", "NonRoutine", "Others", or all "Active" quick codes with quick code type as "Task Type". The system retrieves all those tasks of type specified here.
Task Category	Use the drop-down list box to specify the category of the task. The system lists all the “Active” task categories defined in the “Create Quick Codes” activity. The system retrieves all those tasks that are in the category specified here.
Discrepancy Type	Use the drop-down list box to select the type of the discrepancy for the discrepancy task. The system lists the following options: PIREP - Indicates discrepancies reported by the pilot in the “Journey Log”. MIREP - Indicates discrepancies reported by the mechanic in the work orders. Cabin – Indicates discrepancies reported by the cabin crew and Flight Attendants. Non-Routine - non-routine discrepancies reported by the mechanics at the time of the execution. Note that the system allows selection of a value in this field only if “Discrepancy” is specified as the “Work Type”.
Discrepancy Category	Use the drop-down list box to specify the discrepancy category. The system lists all the active codes that are defined for the ‘Discrepancy Category’ attribute in the “Maintain Discrepancy / CR Attributes” activity of the “Common Masters” business component. Note that the system allows selection of a value in this field only if “Discrepancy” is specified as the “Work Type”. By default the system leaves this field blank.
Discrepancy Rep. Class	Use the drop-down list box to specify the repair classification of the discrepancy. The system lists all the “active” quick codes defined for “Repair Classification” for the login OU in “Maintenance Task” business component. Ensure that a value is selected in this field only if “Non-Routine” is specified as the “Work Type”.
Task #	The task for which you wish to save exclusion / inclusion details. Help facility available

The system displays the following field:

WBS Code

Use the drop-down list box to select the code identifying the Work Breakdown Structure. The system lists all the “Active” numbers of type “WBS Code” as defined in the “Define Process Entities” activity of the “Common Masters” business component.

Enter the following fields:

Exe. Phase	Use the drop-down list box to specify the execution phase of the task. The system lists all the quick codes of type “Execution Phase” defined in the Work Center business component.
Exe. Category	Use the drop-down list box to specify the execution category of the task. The system lists all the ‘Active’ values defined for the Quick Code Type “Order Exec. Category” in the"Maintain Quick Codes" activity of the “Work Center” business component.
Repair Process Code	Use the drop-down list box procurement mgr log common master, maintain repair process code “Maintain Repair Process Code” activity in the “Logistics Common Master” business component
Exe. Work Center	The place of the actual repair of the object for which you wish to make inclusions or exclusions based on the tasks performed. Help facility available
Ref. Work Center	The reference work center associated with the task which you wish to exclude or include while pricing. Help facility available
Value Limit	The value of the limit on the cost of performing a task.
Value Ind.	Use the drop-down list box to select the extent of the value limit. The system lists the following options: Greater than – Select this option to indicate that the value limit is greater. Greater than or Equal to – Select this option to indicate that the value limit is greater than or equal to.
Excl. Pricing Basis	Use the drop-down list box to specify the pricing basis for the tasks which have been excluded. The system lists the following options: Fixed Price – Select this option if you wish to assign a fixed price for the task s excluded under the main pricing basis. T & M – Select this option if you wish to assign price based on the time and material spent on the tasks not covered under the main pricing basis. Ensure that no value is selected in this field if “Include - with Caps” is specified as the “Basis”. Note that this field cannot be modified while revising a contract.
Fixed Price Defn. for	Use the drop-down list box to specify the fixed pricing aspect of the pricing basis. Data entry in this field is mandatory if the “Pricing Basis” is set as “Fixed Price by Object”. The system lists the following options: Labour - Indicates that only pricing on labour is fixed. Material - Indicates that only the pricing on materials is fixed. Other Resources – Indicates that only the pricing on the other resources are fixed. Total Price – Indicates that all labour, material and other resources will be priced on a fixed basis
Notes	Any notes associated with the inclusion / exclusion of tasks.
Effective From	The starting date from which the revised contract is effective.
Effective To	The ending date un till which the revised contract is effective.

Enter the following in the “BER” group box:

Pricing Basis	Use the drop down list box to define price for tasks which are beyond economic repair. The system lists the following options: Fixed Price - Indicates a fixed price for tasks beyond economic repair. T & M - Indicates pricing on the basis of time and material spent on executing a task. Cost Plus - Indicates that the pricing will be done based on actual cost plus certain mark up Cost Reimbursable - Indicates that the pricing will be done based on actual cost incurred for performing the job.
BER Responsibility	Use the drop-down list box to specify with whom the responsibility of replacement of the object lies with in case of BER. The system lists the following options: Customer – Indicates that the customer is responsible for replacement of the object in case of BER. MRO – Indicates that the MRO is responsible for replacement of the object in case of BER. MRO with Limits – Indicates that the MRO will be responsible for replacement of the object in case of BER uptill a specified limit only. Example
BER Repair Threshold (%)	The minimum value in percentage for the cost incurred to repair an object, beyond which repair need not be performed. Example
BER % Based On	Use the drop-down list box to specify the pricelist on which the BER percentage is based on. The system lists the following options: OEM - Select this option if the BER % is based on OEM pricelist. Reference catalogue ID – Select this option if the BER % is based on the reference catalogue ID pricelist eg. Internal pricelist or pricelist after a survey of the market.
BER Evaluation Basis	Use the drop-down list box to specify the basis on which BER is evaluated. The system lists the following options: Excluding Mark-up - Indicates that the mark-up is excluded Including Mark-up - Indicates that the mark-up is included. Example
BER Pricing	Use the drop-down list box to specify the pricing basis for the object which is considered beyond economical repair. The system lists the following options: None - Select this option if you do not want to charge the customer in case of BER T & M - Select this option if you wish to charge the customer in case of BER by the time and material spent on repairing the object. T & M (In excess of limit) – Select this option if you wish to charge the customer in case of BER for repairs beyond a set limit.

Click the “Save Task Inclusions & Exclusions” to record inclusions and exclusions for tasks.
Select the “Maintain Mark-up on Cost Plus Pricing Elements” link to define the mark up percentage.

To proceed, carryout the following:

Select the “Primary Info.” tab to record primary contract information
Select the "Aircraft Effectivity" tab to record the details of aircraft covered in the contract.
Select the "Part Effectivity" tab to record part covered in the contract.
Select the "Part Serial" tab to record serial numbers for the part covered in the “Part Effectivity” tab
Select the Work Scope - US Defense tab page to record work scope details for US Defense contracts.
Select the "Work Scope" tab to record the scope of work to be performed on the object covered in the contract.
Select the "TAT - Aircraft" tab to record TAT the time required to service an aircraft for a given effectivity .
Select the "TAT - Parts" tab to record the time required to service a part for a given effectivity or repair process code.
Select the "Excl. - Consumed Parts" tab page to record exclusions for consumed parts.
Select the “Contract Upload Summary” tab page to view a summary of mandatory tab pages for which data is to be provided.
Click the “Confirm Contract” pushbutton to confirm a contract.

Prerequisites

The details entered in the “Work Scope” tab page must be saved.
There must exist a specific inclusion exclusion definition for exchange.