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.