One of your ideas has been delivered from your suggestion.Redwood: Incorporate New Subscription Coverage Adjustment Types for Service Charges

Subscriptions added three new coverage adjustment types in 25A:   

  • Discount Amount
  • Markup Amount
  • Price Override 

Before 25A, only Discount Percent and Markup Percent were available.  These new adjustment types have been supported in the service charges calculations since 25A.  However, we only added support for these new coverage adjustment types when creating Service Cost Recognition transactions in release 25D.  Cost recognition calculations for these new coverage adjustment types are described below:

  1. Adjustment Type = Discount Amount
    Cost Recognition Percentage is calculated as Subscription Discount Amount/List Price x 100
  2. Adjustment Type = Markup Amount
    Cost Recognition Percentage is set to 100% just like we do for Markup Percent coverage.
  3. Adjustment Type = Price Override
    Cost Recognition Percentage to set to 100%

A Debrief/Charge Line can have multiple coverage adjustments when the asset being serviced is listed in multiple Subscriptions or when a subscription coverage has more than one adjustment with the same Business Process, Service Activity Code and Billing Type.

Allowed combinations where the Post Charges program creates records in the Cost Recognition table:

  1. Discount Amount + Discount Percent(s) - creates one cost recognition record for each Adjustment.
  2. Markup Amount + Markup Percent - creates one cost recognition record for the first Adjustment with 100% cost recognition.
  3. Price Override (used alone) - creates one cost recognition record with 100% cost recognition.

Disallowed combinations where the Post Charges program creates an error in the ESS Job Log:

  1. Mixing discounts with markups (amount or percent) - no record created in the Cost Recognition Table.
  2. Any discount or markup combined with a Price Override - no record created in the Cost Recognition Table.

In addition to full support for these new coverage adjustment types, we have also added support for Subscriptions with Product/Item coverage levels in the service charges calculation. 
As of this release, the following subscription coverage levels are supported:

  1. Asset (Asset on Debrief Header or Line)
  2. Customer Account (Debrief Header)
  3. Customer Party (Sold-to Customer on Debrief Header)
  4. Customer Party Site (Service Address on Debrief Header)
  5. Product/Item (from Asset on Debrief Header) - new in this release.

The following subscriptions coverage levels are not supported

  1. Asset Group
  2. Product Group
  3. Custom

This feature provides proper service accounting for subscriptions that use these new coverage adjustment types, which reduces the need to create manual accounting entries.

Steps to Enable

You don't need to do anything to enable this feature.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

  • Access Work Order Charges Search Page (RCL_WORK_ORDER_CHARGES_PRIV)
  • Access Work Order Charges Details Page for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_DETAILS_PRIV)
  • Access Work Order Charges Details Page for Technician (RCL_FSTECH_CREATE_EDIT_DEBRIEF_DETAILS_PRIV)
  • Access to Work Order Charges Header for Administrator (RCL_ADMIN_CREATE_EDIT_DEBRIEF_HEADER_PRIV)
  • Access to Work Order Charges Header Page for Technician (RCL_FSTECH_CREATE_EDIT_DEBRIEF_HEADER_PRIV)
  • Use REST Service to View Service Work Orders (SVC_VIEW_SERVICE_WORK_ORDERS_USING_REST_PRIV)
  • View Trading Community Person (HZ_VIEW_TRADING_COMMUNITY_PERSON_PRIV)

These privileges were available prior to this update.