Create pricing schedules to define time and material calculations, work orders, custom trade rates, and part-specific charges to be associated with customers and customer contracts.
To create pricing schedules:
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Select Work > Asset Management Services > AMS-Pricing Schedules.
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Click New Record.
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Specify this information:
Organization - Specify the organization to which the pricing schedule belongs if you use multi-organization security.
Price Schedule - Specify a unique code identifying the pricing schedule and then enter a description of the pricing schedule in the adjacent field.
Class - Specify the class of the pricing schedule. The classes shown belong to the ARR entity.
Labor Cost % - Specify the percentage of the work order labor costs that is charged to the customer.
Stock Items % - Specify the percentage of the work order costs for stock items that is charged to the customer.
Hired Labor % - Specify the percentage of the work order hired labor costs that is charged to the customer.
Direct Outs % - Specify the percentage of the work order direct material costs that is charged to the customer.
Tool Usage % - Specify the percentage of the work order tool usage costs that is charged to the customer.
Services % - Specify the percentage of the work order services costs that is charged to the customer.
Additional Charge - Specify an additional fee to associate with the pricing schedule. For example, if you assess a standard trip charge regardless of the work performed, enter that amount.
Additional Charge is not displayed if the MULTIORG installation parameter is set to YES. If you are using multi-organization security, you must add additional charges for each organization on the Additional Charges page. See Adding additional charges (MOS).
Time Rounding (min.) - Specify the number of minutes to round charged time of booked hours. For example, a value of 15 indicates rounding to quarters of an hour.
Minimum Time (min.) - Specify the minimum number of minutes to charge per labor booking.
Custom Trade Rates - Select to apply a markup for specific trade rates.
If you enter Labor Cost %, you cannot select Custom Trade Rates.
Custom Part Charges - Select to apply part charges depending on the type of part used.
If you enter Stock Items %, you cannot select Custom Part Charges.
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Click Save Record.
When you save the pricing schedule record, a record is also created on the Custom Trade Rates, Custom Part Charges, and WO Criteria pages based on the information entered for the pricing schedule.