Managing a service pricelist

This page allows you to create / modify / revise a service pricelist. You can create multiple pricelists in a given currency. You can specify the details such as the service pricelist number, pricelist description, effective period, and currency. You can set the pricing policy for materials and resources. Also you can record external repair pricing details and confirm or cancel a service pricelist.

Select the “Create Service Pricelist” link under the “Service Pricelist” business component.

The “Manage Service Pricelist” page appears.

To create a service pricelist

The system displays the following:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following fields in the “Identifier Details” group box:

Pricelist # / Rev. #

A unique number identifying the service pricelist. Mandatory.

Ensure the following:

That the service pricelist number does not contain any space or special characters.
That the specified service pricelist does not already exist.

The system displays the following:

Pricelist # / Rev. #

A unique number identifying the service pricelist. Mandatory.

Ensure the following:

That the service pricelist number does not contain any space or special characters.
That the specified service pricelist does not already exist.

Enter the following fields in the “Identifier Details” group box:

Description

The textual description of the service pricelist. (Alphanumeric, 100). Mandatory.

Effective Date From

The date starting from which the service pricelist becomes effective (Date Format). Mandatory.

Note that date can be modified in this field while editing the service pricelist.

The system displays the following:

Effective Date To

The date till which the service pricelist remains effective (Date Format).

Ensure the following:

This field may be left blank while creating a service pricelist.
The date entered in this field is later than the “Effective From Date”.
Date modified in this field is not an earlier date than the system date while revising the service pricelist

Effective From (Existing)

The date from which the service pricelist becomes effective on revision.

Note that the date in this field remains the same as the “Effective Date From” before modification of the service pricelist. On modification, the system displays the date on which the pricelist is modified, as the effective date.

Status

The status of the service pricelist which could be “Draft”, “Fresh”, “Confirmed” , “Active”, “Returned” or “Cancelled”.

Enter the following in the “Material Pricing Details” group box:

Part Pricelist #

The number identifying the part pricelist (Alphanumeric, 10).

Ensure that the part pricelist is in “active” status, covers the effectivity of the Service Pricelist and already defined for the login organizational unit.

Help facility available

The system displays the following:

Description

The textual description of the Part pricelist.

Click the hyperlinked description to view details of the selected part pricelist.

Effective Till Date

The date starting from which the Part Pricelist is effective.

Enter the following in the “Copy From” group box , if you wish to copy the details from an existing service pricelist:

Note that this copy option is available only on creation of service pricelist

Pricelist # / Rev. #

The code identifying the reference service pricelist from which you wish to copy the details (Alphanumeric, 10). Mandatory.

Help facility available

In the editable box alongside enter the revision number of the service pricelist from which you wish to copy the details. Mandatory.

Ensure that the revision # exists for the service pricelist.

Check one or more the check boxes in the “Copy Options” to indicate the details that have to be copied from the service pricelist:

Note: Atleast one of the copy options mentioned below must be checked.

All	Select this option to copy all the details from the service pricelist. Note that if this option is selected you cannot select any of the other options.
Billable Details	Select this option to indicate that billable details have to be copied from the service pricelist. The billable details are Resource Pricing, Task Level Charges and Repair Pricing.
Roster Code Details	Select this option to indicate that Roster Code details have to be copied from the service pricelist. Ensure that the “Billable Details” option is also checked if this copy option is selected
Non-Billable Details	Select this option to indicate that non-billable details have to be copied from the service pricelist. The non-billable details are Non Billable Tasks, Parts, Resources and Charges. Ensure that the “Billable Details” option is also checked if this copy option is selected

Click the "Copy" pushbutton to copy details from the service pricelist.

The system performs the following:

Updates the status of the service pricelist as “Fresh” with “0” as the revision number.
Copies relevant information of the service pricelist. More...
Enter the following in the “Other Pricing Details” group box:

Pricelist Category	Use the drop-down list box to specify the category to which the service pricelist belongs. The system displays all the categories that are in the “Active” Status as defined in the “Category ” business component. By default the system leaves the field blank.
Currency	Use the drop-down list box to select the currency for the service pricelist. The system lists all the currency codes that are identified as “active” and permitted currencies for the company in the “Enterprise Setup” business component. By default, the system displays the “Base Currency”.
Other Currencies	Use the drop-down list box to specify whether other currencies are “Applicable” or “Not Applicable”. By default, the system sets the field to ”Not Applicable”.
Remarks	Any additional detail pertaining to the service pricelist (Alphanumeric, 255).

Select the “Resource Pricing” tab page to define prices for resources used in services.
Select the “Additional Task Level Charges” tab page to define charges at task level.
Enter the following in the “External Repair Pricing Details” group box:

Pricing Basis

Use the drop-down list box to select the pricing basis for external repair. Data entry in this field is mandatory if a value is specified in the “Applied On” and “Pricing Factor” fields.

Invoice Value - Select this option if you wish to set the price based on the invoice value of the external repair.
Quote Value - Select this option if you wish to set the price based on the value quoted by the external repair shop.

By default the system leaves the field blank.

Applied On

Use the drop-down list box to specify the value on which you wish to apply the Price Factor, for external repair charges. Data entry in this field is mandatory if a value is specified in the ”Pricing Basis” and “Pricing Factor” fields.

Basic Value - Select this option if you wish to charge external repair price / charge on the basic value of the invoice / quote, excluding all the Taxes, Charges and Discounts.
Total Value - Select this option if you wish to charge external repair price on the total value of the invoice / quote.

By default the system leaves the field blank.

Pricing Factor

The factor indicating the percentage of gain over cost to arrive at the price for the External service. Data entry in this field is mandatory if a value is specified in the ”Pricing Basis” and “Applied On” fields.

Ensure that the value specified in the field is a positive numeric value.

Enter the following in the “Comments” group box:

Comments

Any additional detail pertaining to the service pricelist.

Data entry in this field is mandatory if you wish to cancel the service pricelist.

Click the “Save” pushbutton to save the service pricelist.

Note: The system updates the service pricelist as “Fresh”. It updates as “Draft” only if for any of the lines in the “Resource Pricing” multiline the pricing method is “Roster Code” and Roster Code details are not defined.

Note: The system updates the service pricelist as “Draft” when:

The pricing method is specified as “Roster Code”.
There is no definition in the “Edit Roster Code Details” link page.
Click the “Confirm” pushbutton to confirm the service pricelist.

Note: Modifications to a service pricelist cannot be made once it is updated to “Confirmed” status.

The system performs the following:

Updates only the service pricelist that are in “Fresh” status to “Confirmed” status.
Updates the status of the service pricelist as “Confirmed” if the set options ”Activation of Service Pricelist” of the “Set Options” activity of the current business component is set as “Required”.
Updates the status of the service pricelist as “Active” if the set options “Activation of Service Pricelist” of the “Set Options” activity of the current business component is set as “Not Required” or “Required only for Revisions”
Updates the status of the service pricelist as “Confirmed” for revision ‘1’ or more, if the set options “Activation of Service Pricelist” of the “Set Options” activity of the current business component is set as “Required only for Revisions”
Click the “Cancel” pushbutton to cancel the service pricelist.

Note: You can cancel only those service pricelists which are of status “Draft”, “Fresh” and “Returned”.

Note: Comments are mandatory for cancellation of a service pricelist.

The system performs the following:

Updates the service pricelist to “Cancelled” status.
Updates the “Last Modified By” and “Last Modified Date”.

To proceed, carry out the following

Select the “Edit Roster Code Details” link, to modify the roster code records.

Refer “Recording roster code details – An overview” for more details.

Select the “Edit Non Billable Services” to record the non billable services for the service pricelist.

Refer “Recording non-billable service details – An overview” for more details.

Select the “Upload Documents” link at the bottom of the page to upload documents.

Refer to the topic “Object Attachments” online help for more details.

Select the “Activate/Inactivate Service Pricelist” link at the bottom of the page to activate or inactivate the selected service pricelist.
Select the “View Associated Doc. Attachments” at the bottom of the page to view information regarding the associated document attachments.

Refer to the topic “Object Attachments” online help for more details

Select the “View Pricelist” link at the bottom of the page to view the details of the service pricelist.

Record Statistics

Created By	The name of the user who created the service pricelist.
Created Date	The date on which the service pricelist was created.
Last Modified By	The name of the user who last modified the service pricelist.
Last Modified Date	The date on which service pricelist was last modified.
Confirmed By	The name of the user who confirmed the service pricelist.
Confirmed Date	The date on which service pricelist was confirmed.
Activated / Inactivated By	The name of the user who activated / inactivated the service pricelist.
Activated / Inactivated Date	The date on which the service pricelist was activated / inactivated.