Pricing Administration

Service Logistics uses Pricing when calculating service charges for parts orders and field service and depot repair debrief transactions. Required attributes for Pricing include the following:

1. Unit of Measure for Pricing: You must set up the predefined profile (Hour: Unit of Measure, UOM Code: User-defined, for example, HR), so that Service Logistics can calculate labor time in the labor item's Primary UOM.

2. Customer Pricing Profiles: Assign pricing profiles to customer parties in the Manage Customer Pricing Profiles page.

3. Pricing Segment: Define pricing segments in the Manage Pricing Segments page. Include conditions that match the customer profiles.

4. Pricing Strategy: Create a pricing strategy in the Manage Pricing Strategies page. Here you select the default currency and the conversion type. You also assign the Price Lists and Currency Conversion Lists to your pricing strategy.

5. Price Lists (Labor, Expense, and Parts Items Pricing): Create price lists (Manage Price Lists page) to set the price of the ordered or returned part. Use the following information:

   • Select the currency in the header region of the price list

   • Price List Type: Segment Price List

   • Price List Lines:

     • Select the item, the UOM, and the line type. The item validates against the business unit's item validation organization, which is set up in the Manage Pricing Parameters page.

     • Note that the price of all items used in Service Logistics must be set up in Line Type Buy.

     • For parts and fixed charge items: Create a price list line for every UOM that you can debrief. Note that you must set up the prices for every debrief UOM but not every billing currency.

     • For expense items: Create a price list for every debrief UOM or currency (payment currency). Expense items use the UOM currency type. On the Expense tab, it's Currency. On the Charges tab and in Price List pages, it's UOM. In the price list, create one price list line for each expense item with pricing UOM: currency of the price list. Price will usually be 1 unit of the Price List Currency (for example, $1).

     • For labor items: Create a price line for the labor item's primary UOM.

   • Charge Lines:

     • For each price line, there can be multiple charge lines.

     • Base Price (Expense price) should always be 1.

     • Allow manual adjustments.

6. Pricing Strategy Assignments: Assign Pricing Strategy to Customer Pricing Segments in the Manage Pricing Strategy Assignments page. Note:

   • Use Header (Assignment Level) + Sales (Pricing Context) + Service Order (Transaction Type) as your Pricing Strategy Assignment Rule

   • Remember that Pricing Segment + Conditions = Pricing Strategy

Extending the Pricing Component Description

Use the service mapping functionality in Pricing to include extra pricing information such as the subscription number in the pricing components description. In Service Logistics, pricing components appear in the Amount dialog box. You can open this from the part requirements table, Manage Charges and Estimates page, and the Depot Repair Workbench. To add the subscription number to the pricing components, do the following steps:

1. Open Pricing Administration.
2. In the Tasks panel, choose Manage Service Mappings.
3. Click Sales as Service Logistics uses the sales context.
4. Add subscription number to the PricingTerm entity. To do this, select the entity, and then click on the Add(+) button. In the PricingTerm:Details window, add the attribute SubscriptionNo_Custom.
5. Then, click Services and add this attribute to the service priceSalesTransaction and entity PricingTerm.
6. Define sources for the attribute. To do this, click Sources. Define the following Service Logistics sources: ServiceOrderLine, View Object PricingTerm and SubscriptionNumber.
7. Use the custom attribute SubscriptionNumber_Custom in the algorithm (service) PriceSalesTransaction (for the Populate Charge Component Explanation algorithm).

For more information, see the Administering Pricing guide.