Revising service pricelist

This page allows you to revise the details of a ‘confirmed’ service price list.

Select the “Revise Service Price List” link in the “Select Service Price List” page. Alternatively, select the hyperlinked service price list number in the multiline of the same page.

The “Revise Service Price List” page appears.

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 #	The code identifying the service price list.
Revision#	The number identifying the revision of the service price list.

Enter the following:

Description

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

The system displays the following:

Status

The status of the service price list.

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.
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 revising the service price list (Alphanumeric, 255).

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 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”.

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”.
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 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”.
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 Condition 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 "WorkUnit 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 code identifying the resource (Alphanumeric, 40) Ensure that the resource number for the selected facility type 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 "WorkUnit 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 the price is based on the work unit level. Roster Code- Select this option to indicate the price is based on the roster code attached to the service price list. You can specify the roster code details in the “Edit Roster Code Details” page.
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 per 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” and the “Billable“ field is set to “Yes”. Leave this field blank, when the “Pricing Method” is “Direct” and the “Billable“ field is set to “No”. Leave this field blank, when the “Pricing Method” is “Work Unit Wise Flat”.
Overtime Rate / Hr	The rate for an hour of overtime work payable to the resource (Decimal).You must enter a positive 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 for the unlisted service (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 usage of the facility (Decimal).
Std Facility Rate / Hr	The identification number of the part price list (Decimal).
Part Price List #	The identification number of the part price list. 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 determining the price of skills. By default, the system displays “Roster Code” in this field. You must not select “Roster Code” in this field, if the Pricing Method for Resource Type “Skill’ is “Direct” or “Work Unit Wise Flat” in the “Pricing Policy for Resources” multiline.

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.

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 update the revised service price list

Click the "Revise Service Price List" pushbutton, to update the revised service price list details.

The system updates the status of the service price list as “Revised” and generates a revision number for the service price list.

The system deletes the roster code record, if the “Pricing Policy For Resources” multiline does not have a single record with the Resource Type “Skill” with the Pricing Method set to “Roster Code”.

To confirm the service price list

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

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.

Select the "Edit Part Effectivity” link to enter the part effectivity details.

Select the “Edit Work Unit Pricing” to record the work unit pricing details.

Select the “Edit Non Billable Services” to record the non-billable services.

Select the “Edit Repair Pricing Details” to record the repair pricing details.

The system displays the following fields in the “Record Statistics” group box:

Created By	The name of the user who created the service price list.
Created Date	The date on which the service price list was created.
Approved By	The name of the user who approved service price list.
Approved Date	The date on which service price list was approved.

What you can do in this page

Update the revised service price list

Confirm the service price list