Associating service price list to a customer

This page allows you to associate a service price list with a customer. Tell me more

Select the “Associate Service Price List” link at the bottom of the “Edit Sales Point Information” page.

The “Associate Service Price List” page appears.

The system displays the following fields in the “Customer Details” group box:

Customer #

The code identifying the customer for which the service price list details must be entered.

The operational status of the customer must be “Active”.

Customer Name

The name of the customer

Enter the following fields in the “Price List Details” multiline:

Service Price List #

The code identifying the service price list that must be associated with the customer (Alphanumeric, 10). Mandatory. Ensure that the service price list code is already defined in the “Service Price List” business component. This service price list code must be unique in the multiline.

Help facility available

The system displays the following fields:

Description	The textual description of the service price list
Revision #	The latest revision number of the service price list

Enter the following fields:

Effective From	The date from which the service price list is effective (Date Format).
Effective To	The date till which the service price list is effective (Date Format). This date must be later than the ”Effective From“ date.

The system displays the following fields:

Effectivity

The effectivity of the service price list which could be one of the following:

All Models/All Parts – Indicates that the service price list is applicable to all models and parts defined in the system
Restricted Models/All Parts – Indicates that the service price list is applicable to a few models and all parts defined in the system
Restricted Models/Restricted Parts – Indicates that the service price list is applicable to a few models and a few parts defined in the system
All Models/Restricted Parts – Indicates that the service price list is applicable to all models and to a few parts defined in the system

Currency

The currency in which the service price list is defined

Enter the following fields in the “Advance Payment Details” group box:

Advance Payable	Use the drop-down list box to specify whether advance payment is applicable or not. The system lists the options “Yes” and “No”.
Advance Percent	The percentage of amount that is to be received as advance (Decimal) You can enter data in this field only if you have set “Yes” in the “Advance Payable” field.
Advance Tolerance %	The maximum deficit amount in percentage that can be received in advance (Decimal) You can enter data in this field only if you have set “Yes” in the “Advance Payable” field.
Advance Percent On	Use the drop-down list box to select the option by which the customer makes the advance payment. The system lists the following options: Gross PO Value – To indicate that advance payment will be made by customer on gross purchase order value Net PO Value – To indicate that advance payment will be made by customer on net purchase order value You can enter data in this field only if you have set “Yes” in the “Advance Payable” field.
Action On Non-payment	Use the drop-down list box to select the action to be taken on non-payment of advance. The system lists the following: Prevent Work Order Planning – To prevent the planning of work order on account of non-payment Prevent Resource Assignment – To prevent the assigning of resources to the maintenance work Prevent WO Reporting – To prevent the reporting of work order after execution

Note: Ensure that atleast one record is entered in the multiline.

Click the “Edit Service Price List” pushbutton to update the service price list details for the customer.

What you can do in this page

Associate service price list with a customer

Specify advance payment details

Associate service price list with a customer

You can enter the service price lists that must be associated with the customer along with their effectivity dates.

Enter the service price list number in the multiline.
Enter the date range for which the service price list is effective in the multiline.

Specify advance payment details

You can specify whether advance payment can be made for the service provided and the relevant details.

Select “Yes” or “No” in the “Advance Payable” field to specify whether the advance payment can be made for the service or not.
Enter the advance percent and advance tolerance percentage for the amount that should be paid by customer in advance.
Select the appropriate option in the “Advance Payment On” field to specify the method by which the advance payment must be made.
Specify the action that must be carried out on non-payment of advance.

Associating service price list with a customer – An overview

This page allows you to associate a service price list with a customer. The service price list contains the details of the cost of services provided by the MRO or service provider. The service price list is already defined in the “Service Price List” business component. You can associate one or more service price lists with the customer. You can enter the service price list number and effectivity dates. You can also specify advance payment details in this page.