Record Addl. Charges on Order – A summary of the activity
|
|
|
|
Through this activity, you as a sales manager can record/modify any charges incurred on a customer order. Additional charges refer to expenses that are contingent in nature or that may be incidental to a maintenance task or a customer order. These charges may or may not be billable to the customer.
You can levy charges on a customer order at two levels:
Order level: Such charges are not specific to any maintenance task though incurred for the customer order. Note that you can both record as well as update order-level charges in this activity. Examples of order level charges include Freight charges, Warranty Administration fee, BER fee and Return fee.
Task level: These charges are specific to tasks associated with a customer order. You can only update charges for those tasks that have pricing basis set as “Cost Plus” or “Actuals” in this activity. It is also essential that the status of tasks that you wish to charge must be Released, In-Progress or Completed. Examples of task level charges are fuel and oil charges.
Note: You cannot record any charges, if the customer order is in Closed, Cancelled or Revised status.
For more details click Recording additional charges on order.
What you can do in this activity
Record/modify order level charges for a customer order
Select the "Record Addl. Charges on Order" link under the "Customer Order - Services" business component.
Select the order #.
Select the charge level as “Order”.
Select the “Get” pushbutton to display the available details of the order in the multiline.
Record / modify the required details.
Select the “Save” pushbutton.
Record/modify task level charges for a customer order
Select the "Record Addl. Charges on Order" link under the "Customer Order - Services" business component.
Select the order #.
Select the charge level as “Task”.
Select the “Get” pushbutton to display the available details of the order in the multiline.
Record/modify the required details.
Select the “Save” pushbutton.
Customer service order must be created and confirmed using the Manage Customer Order activity.