Maintenance Services based on Sales Prices - HxGN EAM - 11.07.01 - Feature Briefs - Hexagon

HxGN EAM Contract Management
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English
Product
HxGN EAM
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Feature Briefs
HxGN EAM Version
11.7.1

Work orders are executed, and the customer is billed at sales prices. There are no monthly fees, but because this is a returning customer you will sell parts at 5% discount of our list price. Exceptions are made for parts with very low margin, they still get the 5%, but the sales price will be specified on the contract to compensate for the low margin.

Define this contract as follows, but take into consideration that other ways may lead to the same result:

Charge Category

Subcategory

Charge Level

Invoice

Rate

Adjustments

% Before

Min.

Free Up To

Sales Trans.

All Entities

Transaction

Yes

Sales Trans.

Parts

Transaction

Yes

-5

Sales Prices:

Entity

Code

List Price

Contract Price

Service problem Code

SPC 1

$1500

PM Schedules

PM 1

$750

Standard WO

Std. WO 1

$600

Task

Task 1

$150

Task

Task 2

$145

Part

Part 1

$0.25

$1

Part

Part 2

$100

The following work is executed over the last month:

WO

Type

Act.

Task

Cost Type

Trans. Qty.

Trans. Price

Invoice

10000

SPC 1

01

Task 1

Part 1

10

$0.20

$1500

Part 2

2

$90

Labor

4

$100

Tool Costs

8

$25

10001

PM 1

01

Task 1

Part 1

10

$0.20

$750

Part 2

2

$90

02

None

Labor

4

$100

Tool Costs

8

$25

10002

Std. WO 1

01

Task 1

Part 1

10

$0.20

$600

Part 2

2

$90

02

None

Labor

4

$100

Tool Costs

8

$25

10003

None

01

Task 1

Part 1

10

$0.20

$150

Part 2

2

$90

02

Task 2

Labor

4

$100

$145

Tool Costs

8

$25

10004

None

01

Task 1

Part 1

10

$0.20

$150

02

Task 2

Part 2

2

$90

$145

03

None

Part 1

10

$0.20

$9.50

Part 2

2

$90

$190

Labor

4

$100

-

Tool Costs

8

$25

-

Total

$3639.50

The Invoice this month will be $3639.50:

Charge Category

Subcategory

Charge Level

Amount

Sales Transaction

All

Charge Category

$3639.50

Sales Transaction

Serv. Problem Code

Charge Category

$1500

Sales Transaction

PM Schedule

Charge Subcategory

$750

Sales Transaction

Standard WO

Charge Subcategory

$600

Sales Transaction

Tasks

Charge Subcategory

$590

Sales Transaction

Parts

$199.50

Note how the system does not invoice the labor and tool costs of activity 03 of work order 10004, despite the fact you selected All Sales Entities. The explanation; there is no Task selected on that activity. If you want to make sure you never do work for free you can combine Sales Transactions and WO Charges or make sure that no work order is ever created without a service problem code, or PM schedule or standard WO and that no work order activity is ever created without a task reference.