Na2009 enus sm_06

Chapter 6: Service Price Management

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CHAPTER 6: SERVICE PRICE MANAGEMENT

Objectives

The objectives are:

Set up service price adjustment groups.

Set up service pricing.

Print the service pricing profitability report.

Create service price group.

Introduction

Use the service price management functionality to:

Apply the right price to service orders.

Set up personalized service price agreements for customers.

Improve service employees’ efficiency.

Accelerate the invoicing process.

Also use service price management to set up different service price groups,

taking into account the service item (or service item group), and the type of fault

the service task involves.

These groups can be set up for a limited period of time, and/or for a

specific customer or currency.

Use price calculation structures as templates to assign a specific

price to a specific service task. For example, with service price

management, the service price can include specific assigned items,

and type of work.

Use different Value Added Tax (VAT) and discount amounts for

different service price groups.

To ensure the correct prices are applied, assign fixed, minimum, or

maximum prices – depending on the agreements with customers.

Before adjusting the price of a service item on a service order, the

program provides an overview of what the results of the price

adjustment is.

These results can be approved, or further changes can be made to

create different end results. The entire adjustment is done line by

line, which means no additional lines are created.

Finally, service price group statistics and standard reports allow the

tracking of the profitability of each service price group.


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Service Price Adjustment Groups

Use service price adjustment groups to set up different types of service price

adjustments.

For example, set up a service price adjustment group that adjusts prices for:

Spare parts

Labor

Costs, and so on

Also, specify whether the service price adjustment is applied to one specific item

or resource, or to all items or resources.

Each service price adjustment group holds the information regarding the

adjustments made on the service lines.

NOTE: The service price adjustment function does not apply to service items that

belong to service contracts. Only adjust the service prices of items that are part

of a service order. The price of a service item cannot be adjusted if it has a

warranty.

When the service price adjustment function is run, all discounts in the order are

replaced by the values of the service price adjustment.

Setting Up Service Price Adjustment Groups

To set up service price adjustment groups, do the following:

1. Click Departments > Service > Order Processing.

2. Under Administration, Pricing, click Service Price Adjustment

Groups. The Serv. Price Adjmt. Group window appears.


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FIGURE 6.1 THE SERV. PRICE ADJMT. WINDOW

3. In the Action Pane, click New to enter a new service price

adjustment group.

4. Fill in the Code and Description fields.

5. In the Action Pane, click Details. The Serv. Price Adjmt. Detail

window appears.

FIGURE 6.2 THE SERV. PRICE ADJMT. DETAIL WINDOW

6. In the Type field, select the type (Item, Resource, Resource group,

Service Cost, or G/L Account) of the entry to be adjusted.


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7. In the No. field, enter the number of the entry selected in the Type

field. When the field is left blank, the adjustment group adjusts all

entries of the defined type.

8. For the service price adjustment group to adjust service prices related

to only one specific service, fill in the Work Type field. If this field

is left blank, it is ignored by the program.

9. In the Description field, enter a short description of the service price

adjustment.

10. Fill in the Gen. Prod. Posting Group field for the service price

adjustment group to adjust service prices related to only one specific

general product posting group. If this field is left blank, it is ignored

by the program.

Repeat steps 3 to 10 for each group of service lines to be adjusted by using a

service price adjustment group.


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Lab 6.1 – Setting Up Service Price Adjustment Groups

In this lab, you will practice setting up service price adjustment groups.

Scenario

Your Service Department decided that it is needed to create a new service price

adjustment group to adjust service pricing of spare parts and labor.

Your tasks are:

1. Create the service price adjustment group PARTS with the

description Spare parts (Hard Disk Drive). Item 80218 belongs to the

general product posting group Retail.

2. Create the service price adjustment group Labor, with the resource

Timothy, including a starting fee.

Challenge Yourself

Create two new service price adjustment groups with details.

Step by Step


2. Under Administration, Pricing, click Service Price Adjustment

Groups.

3. In the Action Pane of the Serv. Price Adjmt. Group window, click

New.

4. Fill in the following fields:

Code: PARTS

Description: “Spare parts (Hard Disk Drive)”

5. In the Action Pane, click Details.

6. In the Serv. Price Adjmt. Detail window, fill in the following

fields:

Type: Item

No.: 80218

Gen. Prod. Posting Group: RETAIL


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FIGURE 6.3 REGISTERING DETAILS FOR SPARE PARTS

7. Click OK to return to the Serv. Price Adjmt. Group window.

8. In the Action Pane, click New and fill in the following fields:

Code: LABOR

Description: “Labor”

9. Click Details and create two lines in the Serv. Price Adjmt. Detail

window:

For the first line:

Type: Resource

No.: TIMOTHY

For the second line:

Type: Service Cost

No.: START


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FIGURE 6.4 REGISTERING DETAILS FOR LABOR

10. Click OK. The Serv. Price Adjmt. Group window will now look

like this.

FIGURE 6.5 CREATING THE SERVICE PRICE ADJUSTMENT GROUPS


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Service Price Groups

Set up service price groups to create groups of service items that receive the same

special service pricing. Once service price groups are set up, assign them to:

Service items

Service item lines

Service item groups

Before assigning a service price group to a service item, determine:

For which fault area, currency, or service price adjustment group the

service price group applies.

To which amount the service price is adjusted, and whether this

amount includes VAT and discounts, and whether this adjustment

concerns a fixed amount, or if it only applies under certain

conditions.

When a service price group is assigned to a service item, all the special service

pricing set up in this group applies for this service item.

To set up service price groups, do the following:


2. Under Administration, Pricing, click Service Price Groups. The

Service Price Groups window appears.

FIGURE 6.6 THE SERVICE PRICE GROUPS WINDOW

3. In the Action Pane, click New to enter a new service price group.


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4. Fill in the Code and Description fields.

5. In the Action Pane, click Setup. The Serv. Price Group Setup

window appears.

FIGURE 6.7 THE SERV. PRICE GROUP SETUP WINDOW

6. Fill in the Fault Area Code field to setup a service price group that

includes service lines with a specific fault area code.

7. Fill in the Cust. Price Group Code field to setup a service price

group that includes service lines belonging to a specific customer.

8. Fill in the Currency Code field to setup a service price group that

includes service lines with a specific currency.

9. Fill in the Starting Date field to setup a service price group that

includes service lines with a specific starting date.

10. Fill in the Serv. Price Adjmt. Gr. Code field to setup a service price

group that includes service lines belonging to a specific service price

adjustment group.

11. Select the Include Discounts and Include VAT fields to setup a

service price group that includes service lines that include discounts

or VAT.

12. Fill in the Amount field to setup a service price group that adjusts

service prices to a specific amount.

13. In combination with the Amount field, in the Adjustment Type

field set up whether this adjustment concerns a fixed amount, or only

applies when the total service price on the service item line exceeds

or is lower than the amount in the Amount field.

Repeat steps 3 to 13 for each of the service price groups to be created.


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Service Price Adjustment in Detail

Service price adjustment adjusts the price of:

Service item

Resource

Cost on a service order

After entering a service item, resource, or cost on the service item lines:

1. Enter all information regarding the costs of this item on the service

lines.

When the Create Service Price Adjustments function is run, the

program opens a window that provides a preview of the price

adjustments.

2. Make modifications if necessary.

When the modifications are acknowledged, the program calculates

the adjustments, and then transfers them to the service lines.

3. Post the service order.

Depending on the type of service price adjustment, the program calculates the

total amount of the adjustments in the following manner:

Fixed price: A fixed price is charged for the service item, resource,

or cost, regardless of the real costs or regular charges. Selecting this

option means the service price adjustment results in the exact amount

specified in the service price group.

Maximum: An upper limit is placed on the price charged, regardless

of the real costs or regular charges. Selecting this option means the

service price is only adjusted if the total price exceeds the amount

specified in the service price group.

Minimum: A lower limit is placed on the charge to a customer,

regardless of the real costs or regular charges. Selecting this option

means the service price is only adjusted if the total amount is less

than the amount specified on the service price group.

The next three demonstrations provide an overview of how the service price

adjustment process works and the parameters that play a role in the process.

Two main parameters are relevant to understand how the program adjusts prices:

VAT

Discount

If necessary, include VAT and discounts when adjusting service prices. When

including:


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VAT in a service price adjustment, the new unit price includes a

percentage of VAT, and is lower than the results of a service price

adjustment that does not include VAT.

A discount in a service price adjustment, the new unit price includes

a discount percentage, and is higher than the results of a service price

adjustment that does not include a discount.

It is possible to post service lines subject to price adjustment without any

restriction, but with a system message displayed, stating that the price adjustment

status of the service line may be incorrect. Besides, the user is able to repeatedly

use the functionality within the whole service order life cycle (that is, until the

service order is fully posted), with the newly performed price adjustments

becoming applicable to the next posted invoice.

Use the Undo Price Adjustment function to reset the unit price on the line to its

default value in case you apply an erroneous price adjustment to a service line.

After using the function, the program also deletes the value in the Line Discount

% field.


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Demonstration: Adjusting Service Prices with No VAT, No Discounts Included

To adjust the total line amount to the value decided in the service management

setup without including any discount or VAT, do the following

1. In the Service Price Groups window, set up a service price group

code called Maintenance.

FIGURE 6.8 SETTING UP NEW SERVICE PRICE GROUP

Configure it as it is shown in the following screenshot.

FIGURE 6.9 CONFIGURING THE MAINTENANCE SERVICE PRICE GROUP


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The Serv. Price Adjmt. Detail window will look like this.

FIGURE 6.10 SERVICE PRICE ADJUSTMENT DETAIL FOR GROUP ALL

Adjust some service lines. The overall adjustment is a fixed amount of 100.


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2. Assign the Maintenance service price group to the Desktop service

item group:

a. Go to Departments > Service > Contract Management.

b. Under Administration, click Service Item Groups.

FIGURE 6.11 ASSIGNING SERVICE PRICE GROUP TO THE SERVICE ITEM GROUP

3. Create a service order for customer 10000 and a service item for item

80001 with DESKTOP as its service item group. When this is done,

the program imports all necessary information to the service order

lines (the fields in the diagram are rearranged to provide a better

overview).


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FIGURE 6.12 CREATING A SERVICE ORDER AND A SERVICE ITEM

4. Go to the service lines and enter two lines. The first service line is a

Resource line with Linda working 10 hours. Change Linda’s unit

price to “100”. The second service line is an Item line for item 80216

with quantity 10. Change the unit price to “200” (the change of unit

price is done to understand the adjustments better).

FIGURE 6.13 CREATING SERVICE LINES

5. In the Action Pane, click Actions > Functions > Adjust Service

Price. Confirm the message that appears stating that the action will

remove all discounts on the service lines. The Service Line Price

Adjmt. window appears (again, some fields are rearranged to give a

better overview).


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FIGURE 6.14 THE SERVICE LINE PRICE ADJMT. WINDOW

This window provides an overview of what the results of the price adjustment is.

It contains information concerning quantity, unit price, and amount.

Either approve these results, or make further changes to have different end

results.

To make any changes to the way in which the service prices are adjusted, edit the

New Amount, New Unit Price, and New Amount incl. VAT fields.

The total amount to be adjusted to is 100. The total value of the service lines that

need to be adjusted is 3,000. This leaves 2,900 to be adjusted.

6. The new amount on the first service line is calculated using the

following formula:

New amount = amount / sum of the amounts on

all lines * value to which to adjust

New amount = 1,000 / 3,000 * 100 = 33.33

7. The new amount on the second service line is calculated using the

following formula:

New amount = amount / sum of the amounts on all lines *

value to which to adjust

New amount = 2,000 / 3,000 * 100 = 66.67

8. The new unit price on the first service line is calculated using the

following formula:

New unit price = new amount / quantity

New unit price = 33.33 / 10 = 3.33

9. The new unit price on the second service line is calculated using the

following formula:

New unit price = new amount / quantity

New unit price = 66.67 / 10 = 6.7


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Price.

11. Click Yes to perform the price adjustment. The Service Line Price

Adjmt. window now looks like this.

FIGURE 6.15 THE SERVICE LINE PRICE ADJMT. WINDOW AFTER ADJUSTING SERVICE PRICE

12. Click OK to confirm the price adjustment. The Service Lines

window now looks like this.

FIGURE 6.16 THE SERVICE LINES WINDOW AFTER PRICE ADJUSTMENT

Conclusion

Adjusting service prices without including discounts or VAT is the easiest

method of conducting service price management. If discounts are excluded, this

means the unit price is adjusted lower than if discounts are included. The next

demonstration clearly shows this point.


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Demonstration: Adjusting Service Prices Including Discounts

To adjust service prices including discounts, do the following:

1. Set up a service price group code called Mainten1.

FIGURE 6.17 NEW MAINTENANCE/DISCOUNT SERVICE PRICE GROUP

2. Configure it as it is shown in the following screenshot (place a check

mark in the Include Discount field).

FIGURE 6.18 CONFIGURING MAINTENANCE/DISCOUNT SERVICE PRICE GROUP


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Again, adjust some service lines. The overall adjustment is a fixed amount of 100

and includes discounts.

3. Assign the Mainten1 service price group to the ZIPDRIVE service

item group.

FIGURE 6.19 ASSIGNING SERVICE PRICE GROUP MAINTEN1 TO SERVICE ITEM GROUP ZIPDRIVE


80213 with ZIPDRIVE as the service item group. When this is done,

the program imports all necessary information in the service order

lines (the fields are rearranged to give a better overview).


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FIGURE 6.20 NEW SERVICE ORDER WITH THE SERVICE ITEM CREATED WITHIN THE ORDER


Resource line with Linda working 10 hours. Change Linda’s unit

price to “100”. The second service line is an Item line for item 80216

and with quantity 10. Change the unit price to “200”. (The change of

unit price is done to understand the adjustments better.) Also, ensure

a line discount of 10 percent is given.

FIGURE 6.21 SERVICE LINES FOR THE NEW SERVICE ORDER


Price. The Service Line Price Adjmt. window appears (some fields

are rearranged to give a better overview).


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FIGURE 6.22 THE SERVICE LINE PRICE ADJMT. WINDOW BEFORE ADJUSTING SERVICE PRICE


It contains information concerning quantity, unit price, and amount.

Either approve these results, or make further changes, to have different end

results.


fields New Amount, New Unit Price, and New Amount incl. VAT.

The total amount to be adjusted is 100. The total value of the service lines that



following formula:

New amount = amount / sum of the amounts on all lines *

value to which to adjust, including discount

New amount = 900 / 2,700 * 100 = 33.33


following formula:

New amount = 1,800 / 2,700 * 100 = 66.67


following formula:

New unit price = new amount / (quantity / discount)

New unit price = 33.33 / (10 * (1-0.1)) = 3.70


following formula:

New unit price = 66.67 / (10 * (1-0.1)) = 7.41


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Price. Click Yes to perform the price adjustment. The Service Line

Price Adjmt. window now looks like this.


12. Click OK to perform the price adjustment. The Service Lines

window should now looks like this.


Conclusion

In this case, the adjusted unit price is higher than in the previous case, whereas

the adjusted line amount is the same. The unit price is higher because the

discount percentage is part of the calculation.

The next demonstration shows the implications on service price adjustment if it

includes discounts and VAT.


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Demonstration: Adjusting Service Prices Including Discounts and VAT

1. Set up a service price group code called Monitor.

2. Configure it as it is shown in the following screenshot (insert a check

mark in the Include Discount and Include VAT fields).

FIGURE 6.25 CONFIGURING SERVICE PRICE GROUP MONITOR

Again, adjust some service lines. The overall adjustment is a fixed amount of

100, including discounts.

3. Assign the Monitor service price group to the Server service item

group.


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FIGURE 6.26 ASSIGNING SERVICE PRICE GROUP MONITOR TO SERVICE ITEM GROUP SERVER


80213 with Server as the service item group. When this is done, the

program imports all necessary information in the service order lines

(the fields are rearranged to give a better overview).

FIGURE 6.27 NEW SERVICE ORDER AND A SERVICE ITEM CREATED WITHIN THE ORDER


1


Resource line with Linda working 10 hours.

Change Linda’s unit price to “100”.

The second service line is an Item line for item 80216 and with

quantity 10.

Change the unit price to “200”. (The change of unit price is done to

understand the adjustments better.)

Also, ensure a line discount of 10 percent is given.



Price. The Service Line Price Adjmt. window appears (some fields

are rearranged to give a better overview).

FIGURE 6.29 THE SERVICE LINE PRICE ADJMT. WINDOW BEFORE ADJUSTING SERVICE PRICE


It contains information concerning quantity, unit price, amount, and amount

including VAT (10 percent for the first line, 25 percent for the second one).

Either approve these results, or make further changes, to have different end

results.


New Amount, New Unit Price, and New Amount incl. VAT fields.


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The total amount to be adjusted is 100. The total value of the service lines that



following formula:

New amount with VAT = amount incl. VAT / sum of the amounts

on all lines incl. VAT * value to which to adjust,

including discount

New amount with VAT = 990 / 3,240 * 100 = 30.56


following formula:

New amount with VAT = 2,250 / 3,240 * 100 = 69.44


following formula:

New unit price = new amount / (quantity / (VAT * discount))

New unit price = 30.56 /(10 *(1-0.1)(1+0.1)) = 3.09


following formula:

New unit price = 69.44 /(10 *(1-0.1)(1+0.25)) = 6.17


Price. Click Yes to perform the price adjustment. The Service Line

Price Adjmt. window now looks like this.


12. Click OK to confirm the price adjustment. The Service Lines

window now looks like this.


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Conclusion

This demonstration shows the effects of different VAT percentages on the line

amount values.


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Lab 6.2 – Setting Up Service Pricing

In this lab, you will practice setting up service pricing.

Scenario

Your Service Department decided how they want to set up the service pricing,

which assures complete coverage of the service price agreements your company

has with its customers. It is your job to implement this new configuration.

Challenge Yourself

Create a new service price adjustment and service price groups to further use

them while working on a service order.

Need a Little Help?

1. Create the service price adjustment group ITEM&RESOURCE that

adjusts all items and resources.

2. Create the service price group MAINTENANCE. The amount to be

adjusted to is a fixed amount of 100. This amount includes both

discounts and VAT. Assign the service price adjustment group

ITEM&RESOURCE to this service price group.

3. Create a service order for customer 10000. Create a service item

Vacuum Cleaner with serial number PT987654 and the

ITEM&RESOURCE code as a service price group.

4. Mary Dempsey performs the service. It takes Mary two hours to

repair the vacuum cleaner, and she replaces the back hub (item

1250). The customer receives a 10 percent discount on both labor

and the spare part.

5. Create two service lines: one for Mary, and one for the back hub.

6. Adjust the service price.

Step by Step

Set up the service price adjustment group.


2. Under Administration, Pricing , click Service Price Adjustment

Groups.

3. In the Action Pane of the Serv. Price Adjmt. Group window, click

New.


Code: ITEM&RES

Description: “Items and Resources”


6. In the Serv. Price Adjmt. Detail window, fill in the Type field for

two lines with Item and Resource respectively.


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FIGURE 6.32 SETTING UP SERVICE PRICE ADJUSTMENT GROUP FOR ITEMS AND RESOURCES

Create the service price group.


2. Under Administration, Pricing , click Service Price Groups.

3. In the Action Pane of the Service Price Groups window, click New.


Code: “MAINTENANC”

Description: “Maintenance”

5. In the Action Pane, click Setup.

6. In the Serv. Price Group Setup window, fill in the following fields:

Serv. Price Adjmt. Gr. Code: ITEM&RES

Include Discounts: Yes

Adjustment Type: Fixed

Amount: “100”

Include VAT: Yes


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FIGURE 6.33 SETTING UP SERVICE PRICE GROUP FOR MAINTENANCE

Create a service order.

1. Go to Home > Service Orders.

2. In the Action Pane of the Service Orders list place, click New.


On the General FastTab:

Customer No.: 10000

On the Lines FastTab:

Serial No.: “PT987654”

Description: “Vacuum Cleaner”

Adjustment Type: Fixed

Service Price Group Code: MAINTENANC

Click Yes to the message that follows and click OK to the message

about service item creation.


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FIGURE 6.34 CREATING A SERVICE ORDER FOR VACUUM CLEANER

Create service lines.

1. On the Lines FastTab of the Service Order window, click Actions

> Order > Service Lines.

2. In the Service Lines window, create two lines:

For the first line:

Service Item No.: 65

Type: Resource

No.: Mary

Quantity: “2”

Line Discount %: “10”

For the second line:

Service Item No.: 65

Type: Item

No.: 1250

Quantity: “1”

Click Yes to the check availability message that follows.


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Adjust the service price.


> Functions > Adjust Service Price. The Service Line Price

Adjmt. window opens.

FIGURE 6.36 THE SERVICE LINE PRICE ADJMT. WINDOW BEFORE THE PRICE ADJUSTMENTS

2. In the Service Line Price Adjmt. window, click Actions >

Functions > Adjust Service Price.

3. Click Yes to confirm performing the price adjustment.


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FIGURE 6.37 THE SERVICE LINE PRICE ADJMT. WINDOW AFTER THE PRICE ADJUSTMENTS

4. Click OK and then click Yes to confirm the price adjustment on

service lines.


> Order > Service Lines. The Service Lines window opens

showing the updated values.

FIGURE 6.38 THE SERVICE LINES WINDOW AFTER THE PRICE ADJUSTMENTS


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The Serv. Pricing Profitability Report

This report prints a list of service pricing profit amounts, and shows:

Usage amount

Invoice amount

Discount amount

Cost amount

Profit percentage

Profit amount


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Lab 6.3 – Creating a Service Price Group and Notifying the Customer by E-Mail

In this lab, you will practice creating a service price group and notifying the

customer by e-mail.

Scenario

A customer hands in an item that is not on the company’s service item list. Your

task is to create a new service item and register the cost for the item.

Challenge Yourself

Create a new service price adjustment and service price groups.

Create a new service cost.

Need a Little Help?

1. Create a service price adjustment group called GUILDFORD.

2. Create a service price group called COMPUTER. This group uses a

fixed amount of 2000 (include discounts and VAT) and uses the

service price adjustment group GUILDFORD.

3. Create the service cost FREIGHT posted to account No. 6810 with a

default unit price of 50.

The customer is Guildford Water Department. They want to be notified by e-mail

when the repair is finished. The service order needs to be marked with high

priority.

4. Create a service order using this information.

The item to be serviced is 80001 belonging to the service price group

COMPUTER, with the serial number SG7654321. After this, the item needs to

become a service item.

5. Create a service item based on this information.

Also, you need to register the cost in advance.

6. Enter a starting fee.

Timothy the technician is assigned to service the item. He works on the item for

four hours and installs a new graphic card (item no.80203) with a unit price of

50. Give your customer a discount of 10 percent on both labor and spare parts.

Furthermore, change a unit price to 40 for the freight costs of the memory card.

The customer wants the service to be carried out immediately. Create a new

service cost for express service.


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7. Create a service cost, FASTSERV with type Other, posted into

account no. 6810. A fixed price of 40 needs to be paid for each item

serviced. Enter the service cost for fast service for the item in the

service order.

The technician reports he has finished servicing the item.

8. Update the status of the service order to Finished.

9. Run the Create Service Price Adjustment function.

10. Post the service order.

11. Check the e-mail queue that the program has created when posting

the order.

Since the customer wants to be notified by e-mail and a job queue is not being

run, send the e-mail manually.

12. Send the e-mail to the customer.

Step by Step

Create service price adjustment and service price groups.


2. Under Administration, Pricing , click Service Price Adjustment

Groups.

3. Create a new service price adjustment group:

Code: “GUILFORD”

Description: “Guilford”


5. In the Serv. Price Adjmt. Detail window, click the AssistButton in

the Type field and select Item.

6. Repeat step 5 to create two more lines for types Service Cost and

Resource.

7. Click OK twice to save changes.

8. Under Administration, Pricing, click Service Price Groups.

9. Create a new service price group:

Code: “COMPUTER”

Description: “Computer”

10. In the Action Pane, click Setup.

11. In the Serv. Price Group Setup window, fill in the following fields:

Serv. Price Adjmt. Gr. Code: GUILFORD

Include Discounts: Yes

Amount: “2000”

Include VAT: Yes


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FIGURE 6.39 SERVICE PRICE GROUP SETUP FOR COMPUTER

12. Click OK.

Create a new service cost.


2. Under Administration, Setup, click Service Costs.

3. Create a new service cost:

Code: “FREIGHT”

Cost Type: Other

Description: “Freight Fee”

Account No.: 6810

Default Quantity: “1”

Unit of Measure Code: PCS

Default Unit Price: “50”

Create a service order.

1. Click Home > Service Orders.

2. Click New to create a new service order.

3. On the General FastTab:

Customer No.: 50000

Click Yes to the check credit limit message that follows.

Notify Customer: By E-Mail

Service Order Type: SERVICE

4. On the Lines FastTab, fill in the fields with the following

information:

Item No.: 80001

Serial No.: “SG7654321”

Service Price Group Code: COMPUTER

Fault Reason Code: DMO

Priority: High

5. Click Actions > Functions > Create Service Item and click Yes

to confirm creating a service item.


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6. Click Yes to the message to confirm copying service price group

code information.

7. Click OK.

Create service lines.

1. On the Lines FastTab, click Actions > Order > Service Lines.

2. In the Service Lines window, create four lines using the data from

the following table:

Type No. Quantity Line

Discount

%

Unit

Price

Excl.

VAT

Line 1 Cost START 1

Line 2 Resource TIMOTHY 4 10

Line 3 Item 80203 1 10 50

Line 4 Cost FREIGHT 1 40

3. Click OK.


5. Under Administration, Setup, click Service Costs.

6. Create a service cost for fast service:

Code: “FASTSERV”

Cost Type: Other

Description: “Express Service”

Account No.: 6810

Default Quantity: “1”

Unit of Measure Code: PCS

Default Unit Price: “40”


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FIGURE 6.40 THE SERVICE COSTS WINDOW WITH TWO NEW SERVICE COSTS

7. Return to the Service Order window.

8. On the Lines FastTab, click Actions > Order > Service Lines.

9. In the Service Lines window, create the line to register fast service:

Type: Cost

No.: FASTSERV

Quantity: “1”

Adjust service price.


Price. The Service Line Price Adjmt. window opens.

FIGURE 6.41 THE SERVICE LINE PRICE ADJMT. WINDOW BEFORE THE ADJUSTMENT


Price.


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3. Click Yes to confirm the price adjustment.

4. Click OK and then accept the message that follows.

FIGURE 6.42 THE SERVICE LINE PRICE ADJMT. WINDOW AFTER THE ADJUSTMENT

The Service Lines window now looks like this.

FIGURE 6.43 THE SERVICE LINES WINDOW AFTER THE ADJUSTMNET

Post the service order.

1. On the Lines FastTab of the Service Order window, change the

value in the Repair Status Code field to FINISHED.

2. Click OK to the information message stating that the customer will

be notified.

3. In the Action Pane, click Post.

4. Select the Ship and Invoice option and click OK.

5. To verify the created service invoice, click Posted Documents >

Posted service Invoices.

6. Browse to the last invoice in the list and double-click it to open the

Posted Service Invoice window.


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FIGURE 6.44 THE POSTED SERVICE INVOICE WINDOW

Send the e-mail to the customer.

1. Go to Departments > Service > Order Processing.

2. Under Periodic Activities, click View E-Mail Queue.

3. Double-click the last line in the list to open the Service E-Mail

Queue window.

4. In the Action Pane, click Related Information > Queue > Send E-

Mail.

FIGURE 6.45 SENDING THE E-MAIL TO THE CUSTOMER


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Summary

The chapter describes the service price management functionality which is used

to:

1. Set up service price adjustment groups.

2. Set up service price groups.

3. Adjust service prices:

a. Without including any discount or VAT.

b. Including discounts.

c. Including discount and VAT.


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Test Your Knowledge

1. For what are service price adjustment groups used?

2. What are service price groups assighed to after they are set up?

3. What are the three types of service price adjustment?

4. True or False:

When including VAT in a service price adjustment, the new unit price

includes a percentage of VAT, and is lower than the results of a service price



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5. What is the easiest method of conducting service price management:

( ) Adjusting service prices without including discounts or VAT

( ) Adjusting service prices including discounts

( ) Adjusting service prices including discounts and VAT


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Quick Interaction: Lessons Learned

Take a moment and write down three Key Points you have learned from this

chapter:

1.

2.

3.


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Solutions

Test Your Knowledge

1. For what are service price adjustment groups used?

MODEL ANSWER:

Service price adjustment groups are used to set up different types of service price

adjustments.

2. What are service price groups assigned to after they are set up?

MODEL ANSWER:

After setting up the service price groups, they need to be assigned to service

items, service item lines and service item groups.

3. What are the three types of service price adjustment?

MODEL ANSWER:

The three types of service price adjustment are fixed, maximum, and minimum.

4. True or False:

When including VAT in a service price adjustment, the new unit price

includes a percentage of VAT, and is lower than the results of a service price


MODEL ANSWER:

False: When including VAT in a service price adjustment, the new unit price

includes a percentage of VAT, and is higher than the results of a service price


6. What is the easiest method of conducting service price management:

(√) Adjusting service prices without including discounts or VAT

( ) Adjusting service prices including discounts

( ) Adjusting service prices including discounts and VAT

Na2009 enus sm_06

Technology

Transcript of Na2009 enus sm_06