Editing non-billable elements

Select the “Edit Non-Billable Elements” link at the bottom of the “Manage Service Pricelist” page.

The “Edit Non-Billable Elements” page appears.

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.

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

Pricelist # / Rev #	A unique number identifying the service pricelist
Description	The textual description of the service pricelist.
Effective Date From	The date starting from which the service pricelist becomes effective (Date Format). Mandatory.
Effective Date To	The date till which the service pricelist remains effective (Date Format). Ensure that the “Effective Date to” is later than the “Effective Date from”.
Pricelist Category	The pricelist category of the Service Pricelist.
Status	The status of the service pricelist.
Currency	The currency of the service pricelist.

Select the “Non-Billable Tasks” tab page to define tasks which are not required to be billed.
Select the “Non-Billable Parts” tab page to define parts which are not required to be billed.
Select the “Non-Billable Resources” tab to define resources which are not required to be billed.
Select the “Non-Billable Charges” tab to define charges that are not required to be billed.
Click the “Save” pushbutton to save the non-billable elements defined.

Click the “Confirm” pushbutton to confirm the service pricelist.

The system performs the following:

Updates the non-billable elements details to the Pricelist # / Rev #
Updates the status of the Pricelist # / Rev # to “Confirmed” status if the option setting “Activation of Service Pricelist” of the “Set Option” activity of the current business component is set as “Required”.
Updates the status of the Pricelist # / Rev # to “Active” if the option setting “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”

Note: Service Pricelist which are in confirmed status cannot be modified.

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.

Recording non-billable Element details – An overview

You can specify the non-billable element details in this page. You can select and specify the Tasks, Parts, Resources and Charges as non-billable elements. The details such as the service pricelist code, description, revision number, status and the pricelist category are displayed by the system.