Automatic Pricing
The price lists you associate with service types support automatic pricing for many service activities. On contract types, you can specify three price lists: contract, call, and RMA credit. On warranty types, you can only specify the first two. Each of these price lists has a different use.
• Contract price lists determine what the system charges the customer for coverage of items on the contract. This determines the amount the customer is invoiced for the contract itself. Invoicing for actual service performed is separate. Define these price lists with Service Pricing Maintenance (11.17.1) as a type C (contract). See
Automatic Pricing for details on setting up service price lists.
• The call price list defaults to contract quotes and contracts that reference a service type. When a call is opened that is covered by the contract, Call Activity Recording (CAR) uses the call price list to determine the price for labor, expenses, and items you use in providing service on a call. The call price list also determines credits for items exchanged in CAR and fixed prices.
Define these price lists in Service Pricing Maintenance with type R (repair). You can create a type E (expense) list with the same price list code to determine the cost of expenses recorded in CAR.
• RMA credit price lists determine, during the return segment of RMA processing, what the system credits the customer for an item returned. Set up price lists for credits in the PO/Sched/RMA Rcpt Pricing Menu (1.10.2).
The system handles pricing for RMA issues like sales order pricing. You do not specify a price list; the system determines which price lists apply and calculates a best price based on codes and rules previously set up. For this reason, you do not associate a price list with a service type for RMA issues.
Price List Usage summarizes which service functions use price lists.
Price List Usage
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Price List
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Used In
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Defined In
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Contract Price List
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Contract Maintenance and Invoicing
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11.17.1
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Call Price List
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Call Quote Maintenance, Call Activity Recording, Call Invoice Recording
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11.17.1
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RMA Credit Price List
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RMA Maintenance receipt lines
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1.10.2.1
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Sales Order Price Lists
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RMA Maintenance issue lines
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1.10.1.1
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