Entering Charges
You can enter charges for a service request or a diagnosed repair line. Charge records can be shared by linked service request and repair lines.
Prerequisites
To define header-level charge information:
1. Navigate to the Transaction Group header alternative region in the Charges window.
2. Select a Transaction Group or accept the default.
If the charge source is a service request, the transaction group associated with the request type defaults. If the charge source is Depot Repair, the transaction group defaults from your value for the Service: Default Transaction Group for Depot Repair profile option. In either case, you can change the default. See: Setting Up Transaction Groups.
If multiple repairs are associated with the same charge, you can optionally assign a different transaction group for each repair.
3. Select an Order Type or accept the default associated with the transaction group.
4. Optionally select an Agreement.
An agreement will default if one is associated with your order type. The order type may require that you select an agreement.
5. Select a price list and an overridable discount.
You must specify a discount, even if you want the price adjustment to be zero. See: Overview of Pricing.
6. Optionally enter a purchase order number with which to associate the charge.
The order type may require that you enter a purchase order number.
7. Select a support service to apply to this charge.
If the charge is for a service request or a repair linked to a customer product, the list of values for this field displays all support services available for the customer product; otherwise, all support services for the same product owned by the customer are displayed. You can select only one support service.
8. Navigate to the Bill-To/Ship-To header alternative region.
9. Select the Bill To and Ship To locations for the charge.
If this charge is for a service request and you entered address information in the Service Requests window, that information defaults here. Otherwise, if you have a primary bill-to or ship-to address defined for the customer, those values default.
To view repair information for a charge:
- Navigate to the Repair header alternative region in the Charges window.
If the charge source is Repair, this region displays information about the repair line. If the source is Service Request, this region displays information about the repair line(s) linked to the service request. If multiple repair lines exist for the record, use the Repair Num field to view them individually.
To view request information for a charge:
- Navigate to the Request header alternative region in the Charges window. Information about your service request displays here.
To define charge details:
1. Navigate to the details block in the Charges window.
2. Select a transaction type.
Your choices are limited by the billing type (material, labor, expense) associated with the transaction type you selected.
4. If you do not want to pass this charge detail to Oracle Order Entry, uncheck the OE Interface box.
5. Optionally check Rollup.
If this box is checked, when a sales order is created from this line, the line item does not pass to Order Entry. Instead, Oracle Service passes the rollup item for the item type to the OrderImport program. Your settings for the Service: Repair Default Expense Item, Service: Repair Default Material Item, and Service: Repair Default Labor Item profile options determine which rollup item is used. See: Oracle Service Profile Options.
To define pricing detail information for a charge:
1. Navigate to the Pricing detail alternative region in the Charges window.
2. Select a unit of measure and quantity for your item.
4. Optionally, modify the Charge price manually by typing over the field value.
You can also modify the price by choosing the Apply Service button, if your customer has purchased a service program for this product. See: Defining Service Programs.
When you choose the Apply Service button, Oracle Service calculates the discounted repair charge for the customer based on the support service selected in the Service field. For example, a service coverage may be defined to cover 50% of material up to $250. This means that if one product is returned for repair, all materials used for repair will be given a discount of 50% up to a maximum of $250. If the repair charges exceed $250 after the discount, no further automatic discount will be given. If the repair line quantity exceeds one, the coverage is adjusted automatically for the repair line quantity. Calculation of charges for repair lines with a quantity of one or a service request (including service coverage) is shown in the following table.
| % covered
| 50
| 80
|
|
| Up to Amount
| 250
| 500
|
|
|
|
|
|
|
| Estimate 1
|
|
|
|
|
| Extended Price
| Covered
| Charge
|
| Material 1
| 500
| 250
| 250
|
| Material 2
| 500
| 0
| 500
|
| Total
| 1000
| 250
| 750
|
|
|
|
|
|
| Estimate 2
|
|
|
|
|
| Extended Price
| Covered
| Charge
|
| Material 1
| 250
| 125
| 125
|
| Material 2
| 500
| 125
| 375
|
| Total
| 750
| 250
| 500
|
|
|
|
|
|
| Estimate 3
|
|
|
|
|
| Extended Price
| Covered
| Charge
|
| Labor 1
| 500
| 400
| 100
|
| Labor 2
| 200
| 100
| 100
|
| Total
| 700
| 500
| 200
|
To define installed base detail information for a charge:
1. Navigate to the Installed Base detail alternative region in the Charges window.
Note: Your ability to update fields in this region depends on the line's transaction type definition.
2. Select the installed customer product to which this charge corresponds.
3. Enter a Return By date for the installed and new customer products.
These fields may be required, depending on the line's transaction type definition.
4. Select the system to which this customer product belongs, or accept the default.
To define diagnosis information for a charge detail:
1. Navigate to the Diagnosis detail alternative region in the Charges window.
To define sales order information for a charge detail:
1. Navigate to the OE Details detail alternative region in the Charges window.
2. If you want to append this charge line to an existing sales order, check the Add to Order box and select an order number.
You can append charge lines only to sales orders imported into Order Entry/Shipping with a source of Service Billing (that were themselves created from charges).
Once Oracle Service has interfaced this charge with Oracle Order Entry, the Date, Line, and Reference fields are updated with the order date, line number, and order number, respectively.
To view all charges together:
- Navigate to the Charges window and choose Find All from the Query menu.
Oracle Service retrieves all charges linked to your service request or repair line. You can navigate through the headers to view each set of charge details.
See Also
Overview of Service Billing
Submitting a Charge As a Sales Order
Entering Inventory Transaction Information
Viewing Service Coverage
Overview of Returns
OrderImport
Integrating Oracle Order Entry Using OrderImport, Oracle Manufacturing, Distribution, Sales and Service Open Interfaces Manual, Release 11
Enter a service request or create repair lines. See: Entering Service Requests and Depot Repair Process Flow.