Price list codes identify a pricing structure that defines specific prices at different quantity levels. State prices in terms of the domain base currency or any other valid currency. These tables determine the prices the system suggests for items and additional items on contracts; for items, labor, and expenses consumed in Call Activity Recording; and for expense costs in CAR, depending on the price list type.

Select a price list type. Choices are:

Enter the currency of the prices on this price list. The system uses this price list only if the currency of the service transaction is the same as the price list currency. If you do not set up a price list in the currency of the service transaction, item prices default from the list price in Item Master Maintenance or are blank and you must specify them.

Work codes designate what type of work is performed during service activity. Set up prices based on the kind of work being done. For example, preventive maintenance labor may cost less than repair labor or installation labor. Work Code does not apply to type C lists.

If you assign each item you set up with Service Item Maintenance to a service group that represents your grouping scheme, you can base repair and cost prices on the group. For items consumed in CAR, this is the service group of the item consumed. For labor and expenses, this is the service group of the item being repaired.

Each item in the item master must belong to a product line. Base contract, repair, and cost prices on product line. For contracts, this is the product line of the item being supported. For items consumed in CAR, this is the product line of the item consumed. For labor and expenses, this is the product line of the item being repaired.

Set up repair price lists for labor and expenses and expense cost lists by service category. If you specify a service category, you can also specify a product line, service group, or work code; item number must be blank. Service category must by for expenses or labor.

A warning displays if the item is not a valid item number in the item master or an additional charge item defined with Additional Charge Maintenance. However, you can define prices for items you do not manufacture. You can specify item numbers only on a contract or repair price list, and then only if service group, product line, and service category are blank. Specify additional charges only on a contract price list.

If you specify an item defined in the item master, the primary description, unit of measure, and list price in Item Master Maintenance display for reference.

Enter values to determine the effective dates for this price list. If blank, the price list is always effective. When determining which price list to use, the system compares the transaction date with the price list start and expiration dates. If the transaction date falls on or between these dates, the system selects the price list with the latest start date that has not expired.

The default is P unless this is a percentage additional charge item, in which case it defaults to M. Possible values are:

D (Discount %). Discounts are percentages the system takes from the item list price defined in the item master. Use the type D amount type for contract prices and percentage additional charges, and for repair prices for items.

M (Markup %). Markups are percentages the system adds to the item GL cost at the relevant site. Use the type M amount type for contract prices and percentage additional charges; for repair prices for items, labor, and expenses.

P (Price). A type P price list specifies a price amount. Use the type P amount type for contract prices and fixed additional charges; for repair prices for items, labor, and expenses; and for expense cost lists.

The minimum order quantity required for this price structure to apply. Quantity sets different prices at different order quantities. For example, you may offer a lower price when more than 5 items are consumed in CAR or more than 10 hours of labor are used. The system allows up to 15 different quantity levels. Enter quantity levels in ascending sequence.

If you want the system to calculate prices for partial units, set up a price for a minimum quantity of 0. The system uses this price if, for example, it records a half hour of labor.

For an additional charge item of type P for percentage, Min Qty must be 0 or 1 and you can specify only one quantity and price combination.

The price the system uses when calculating prices for this quantity level. The label of this field changes depending on Amount Type. Price represents an amount if the amount type is P; it represents a discount percent if Amount Type is D, and a markup percent if Amount Type is M.