Creating a service pricelistdummy

Creating a service pricelist

This page allows you to create a service price list. You can create multiple price lists in a given currency. You can specify the details such as the service price list code, price list description, effective period, currency, pricing basis, pricing method and price factor. You can also set the pricing policy for materials and resources.

Select the “Create Service Price List” link under the “Service Price List” business component.

The “Create Service Price List” 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.

Enter the following fields in the “Service Price List Details” group box:

Service Price List #

A unique number identifying the service price list (Alphanumeric, 10). Mandatory. This can be a combination of characters and digits.

The system displays the following on clicking the “Create Service Price List” pushbutton:

Status

The status of the service price list. The system updates the status of the created service price list as “Fresh”.

Enter the following:

Price List Category	Use the drop-down list box to specify the category to which the service price list belongs. The system displays all the categories that are in the “Active” Status as defined in the “Category ” business component.
Description	The textual description of the service price list (Alphanumeric, 100). Mandatory. Zoom facility available.
Effective From	The date starting from which the service price list becomes effective (Date Format). Mandatory.
Effective To	The date till which the service price list remains effective (Date Format). Ensure that the “Effective To Date” is later than the “Effective From Date”.
Remarks	Any additional detail pertaining to the service price list (Alphanumeric, 255). Zoom facility available.

To copy service price list details

Enter the following fields in the “Copy Details” group box, if you wish to copy the details from an existing service price list:

Service Price List#

The code identifying the service price list from which you wish to copy the details (Alphanumeric, 10). Ensure that the service price list is already defined in the login organizational unit and it is in the "Active" status.

Help facility available.

Copy Options

Check one or more of the following boxes to indicate the details that have to be copied from service price list.

All - Select this option to copy all the details from the service price list.
Billable Details - Select this option to indicate that billable details have to be copied from the service price list. The billable details are Work Unit Pricing and Repair Pricing
Roster Code Details - Select this option to indicate that Roster Code details have to be copied from the service price list.
Effectivity Details - Select this option to indicate that effectivity details have to be copied from the service price list. The effectivity details are A/c Effectivity and Part Effectivity
Non-Billable Details - Select this option to indicate that non-billable details have to be copied from the service price list. The non-billable details are Non Billable Services

To enter other details

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

Currency	Use the drop-down list box to select the currency for the service price list. 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 ” Applicable”.

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

Pricing Basis

Use the drop-down list box to select the pricing basis as “Direct” or “Factored on Std Service Price List”.

Direct - Select this option if you wish to enter the price for the service directly.
Factored on Std Price List – Select this option if you wish to set the price as a percentage of the standard price list.

Std. Service Price List #

The existing standard service price list that is in “Active” status. (Alphanumeric, 10).

This field cannot be left blank, if the “Pricing Basis” is set to “Factored on Std. Service Price List”.

Help facility available.

Price Factor

The price factor for the service (Decimal). Ensure that the value entered is positive.

This field should not be left blank, when the “Pricing Basis” is “Std. Service Price List”.

Leave this field blank, when the “Pricing Basis” is “Direct”.

Enter the following in the“Pricing Policy For Materials” multiline:

Part Type	Use the drop-down list box to select the part type. The system lists the following values: "Raw Material", "Component", "Expendable", "Tool", "Consumable", "Kit" or and "Miscellaneous".
Condition	Use the drop-down list box to select the condition of the part. The system lists the following values: “New”, “Over Hauled”, “Serviceable”, and “Un-Serviceable”. This field is mandatory, if the Part Type is “Component and not mandatory for non-components.
Stock Status	Use the drop-down list box to select the stock status of the part. The system lists all the active stock statuses having Status Attributes as “Ownership-Internal” and “Ownership-Customer”.
Pricing Factor	The factor applied on the Normal Rate/ Hr or Overtime Rate/ Hr, to arrive at the price charged to the Customer (Decimal). This field is mandatory, if the Pricing Method is “Work Unit Wise Flat”. This field must remain blank, if the Pricing Basis is other than “Direct”.
Note: You cannot repeat a specific combination of Part Type, Condition and Stock Status in the multiline. This is required since the Pricing Factor is valid for a unique combination of Part Type, Condition and Stock Status. A blank Stock Status column is also considered a valid value. For example, if Part Type is “Component” and Condition “New” with a blank Stock Status, the Pricing Factor becomes applicable for new components of all stock statuses.
Pricing Method	Use the drop-down list box to select the pricing method as "Direct" or "Work Unit Wise Flat". Direct - Select this option if you wish to enter the price for the service directly. Work Unit Wise Flat - Select this option to indicate that the price is set at the work unit level.
Part Price List #	The number identifying the part price list (Alphanumeric, 10). This field should not be left blank, when the “Pricing Method” is “Direct”. Ensure that the part price list usage is marked for service sales. Leave this field blank, when the “Pricing Method” is “Work Unit Wise List”. Help facility available.

Enter the following fields in the “Pricing Policy For Resources” multiline:

Resource Type	Use the drop-down list box to select the resource type as "Skills”, "Equipments", "Tools", or "Others".
Resource #	The number identifying the resource (Alphanumeric, 40) Ensure that the resource number for the selected facility type (i.e. "Equipments", "Tools", “Others”) is already defined in the “Create Facilities” activity of the “Work Center” business component. If the resource type is selected as “Skills”, ensure that the resource number is already defined in the “Skill Master” activity of the “HR Setup” business component.
Billable (Y/N)	Use the drop-down list box and set the field to "Yes", to set the service provided by the resource as billable. Select “No” if the service provided by the resource is not billable. The system displays "Yes" by default.
Pricing Method	Use the drop-down list box to select the pricing method as "Direct" or "Work Unit Wise Flat", for the resource. Direct - Select this option if you wish to enter the price for the service directly. Work unit Wise Flat - Select this option to indicate that the price is set at the work unit level for the resource. Roster Code – Select this option to indicate the price is based the roster code attached to the service price list.
Note: If the Resource Type is “Tools”, “Equipment” or “Others”, the Pricing Method must not be “Roster Code”. This means that the Pricing Method must be set to “Roster Code” for Resource Type “Skills” only.
Normal Rate / Hr	The rate for an hour payable to the resource (Decimal). Ensure that the value is positive. This field should not be left blank, when the “Pricing Method” is “Direct” or “Roster Code” and the “Billable“ field is set to “Yes”. Leave this field blank, when the “Pricing Method” is “Direct” or “Roster Code” and the “Billable“ field is set to “No”. Leave this field blank, when the “Pricing Method” is “Work unit Wise Flat”. Leave this field blank, if the Pricing Method is “Roster Code” and the Overtime Rate/Hr has a specified value.
Overtime Rate / Hr	The rate for an hour of overtime work payable to the resource (Decimal).You must enter a positive value. Leave this field blank, if the Pricing Method is “Roster Code” and the Normal Rate/Hr has a specified value.

Note: If the Pricing Method is “Roster Code”, you can specify only one of the two fields - Normal Rate/Hr or Overtime Rate/Hr.

Enter the following fields in the “Pricing Policy For Uncovered Items” group box:

Note: Uncovered items includes the following: 1)The listed components and non-components for which you have not specified pricing policy in the “Pricing Policy for Materials” multiline and 2) The listed facilities and skills for which you have not specified pricing policy in the “Pricing Policy for Resources” multiline. The system utilizes the values specified in the “Pricing Policy for Uncovered Items” group box to estimate the service price for a customer order pertaining to such items.

Std. Labor Rate / Hr – Normal	The rate for an hour of work, payable to the resource. (Decimal). Ensure that the value is positive. This field is mandatory, if you are to select “Roster Code” as the Skill Price.
Std. Labor Rate / Hr - Overtime	The rate for an hour of overtime work, payable to the resource (Decimal). Ensure that the value is positive. This field must remain blank, if you are to select “Roster Code” as the Skill Price.
Std Facility Rate / Hr	The rate for an hour of usage of the facility, such as Equipment or Tool, (Decimal). This field is applicable for Resource Type “Equipment”, “Tools” and “Others” only.
Part Price List #	The number identifying the part price list (Alphanumeric, 10). This field should not be left blank, when the “Pricing Method” is “Direct” in the “Pricing Policy for Resources” multiline. Ensure that the part price list usage is marked for service sales. Leave this field blank, when the “Pricing Method” is “Work Unit Wise List” in the “Pricing Policy for Resources” multiline. This field is applicable for part types specified in the Help facility available
Material Price	Use the drop-down list box to select the material cost as "Base Part Price List", "Standard Sales Price" or "Entered Value", for unlisted services. Base Part Price List – Select this option to set the material cost based on the base part price list. Standard Sales Price – Select this option to set the material cost based on the standard price at which the part is sold. The standard price is defined in the “Maintain Sales Information” activity of the “Part Administration” business component. Entered Value - This option can be selected if the price is fixed during order creation. In all such cases the price of such unlisted parts will not be overwritten with any derived price from service price list.
Skill Price	Use the drop-down list box to select the pricing policy for skills. This field is applicable for Resource Type “Skills” only.

Enter the following in the “Pricing Policy for External Repair Services” group box.

Pricing Basis

Use the drop-down list box to select the pricing policy for determining the price of external repairs. The system lists the following: "Cost Plus Margin" and “Cost Incurred”.The system defaults the field with the value - "Cost Plus Margin".

Pricing Factor

The percentage of gain over cost to arrive at the price for the service (Decimal).

This field should not be left blank, when the Pricing Basis is “Cost Plus Margin”.

Leave this field blank, when the “Pricing Basis” is “Cost Incurred”.

Note: The values you specify for the above fields are applicable for repair orders only.

Enter the following fields in the “Document Attachment Details” group box:

File Name

The name of the file used as reference for the service price list (Alphanumeric, 50).

Help facility available.

To create the service price list

Click the "Create Service Price List" pushbutton, to create the service price list.

The system updates the status of the service price list as “Fresh”.

To confirm the service price list

Click the "Confirm Service Price List" pushbutton, to confirm the service price list.

The system updates the status of the service price list as “Confirmed”.

To proceed, carry out the following

Select the "Edit Model Effectivity” link to enter the model effectivity details for the service price list.
Select the "Edit Part Effectivity” link to enter the part effectivity details for the service price list.
Select the “Edit Work Unit Pricing” to record the work unit pricing details for the service price list.
Select the “Edit Non Billable Services” to record the non billable services for the service price list.
Select the “Edit Repair Pricing Details” to record the repair pricing details for the service price list.
Select the “Edit Roster Code Details” link, to modify the roster code records.

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

What you can do in this page

Specify the effective period for the service price list

Copy details from an existing service price list

Confirm service price list

Devise pricing for facilities

Devise pricing for skills

Devise pricing of components and non components

Devise pricing policy for repair orders

Devise general pricing policy for facilities

Devise general pricing policy for skills

Devise general pricing policy for components and non components

Specify the effective period for the service price list

You can define the period for which the service price list will be effective.

Enter the starting date from which the service price list becomes effective, in the “Effective From Date” field.
Enter the end date until which the service price list remains effective, in the “Effective To” field.

Confirm service price list

You can confirm the service price list as soon as it is created.

Enter the details for the service price list.
Click the “Confirm service Price List” pushbutton, to confirm the details.

The system updates the status of the service price list as “Confirmed” or “Active” depending upon the options set in the activity “set options”.

Devise pricing of components and non-components

Specify the condition, stock status and pricing factor for a pricing method.

Devise pricing for facilities

Specify the Pricing Method.

Devise pricing for skills

Specify Pricing Method.
Specify normal or overtime hourly rates for Resource Type “Skills”.
Specify the Roster Code details.

Devise general pricing policy for components and non-components

Specify Part Price List # and Material Price for Part Types - "Raw Material", "Component", "Expendable", "Tool", "Consumable", "Kit" or and "Miscellaneous".

Devise general pricing policy for skills

Specify Std. Labor Rate / Hr – Normal, Std. Labor Rate / Hr – Overtime and Skill Price for Resource Type “Skills”.

Devise general pricing policy for facilities

Specify the Std. Facility Rate / Hr for Resource Type “Equipments”, “Tools” and “Others”.

Devise pricing policy for repair orders

Specify the Pricing Basis and the Pricing Factor.