Add Fixed Charge Items to Work Order Charges and Estimates

Follow this process to add fixed charge items to the work order.

A fixed charge might be for a task such as calibration or a charge for the technician visit. You'll define the fixed charge items for your supply chain operation. In Service Logistics, you must set up the following before you can add fixed charge items to your work orders:

• Create a billing type for fixed charge in the EGP_MATERIAL_BILLABLE_TYPE lookup type.

• Associate this billing type to the billing category Fixed Charge.

• Create a service activity and associate the service activity to the fixed charge billing type.

• Create items with the billing type for fixed charge.

• Define prices for these fixed charge items.

To add fixed charge items to work order charges:

1. Go to the Manage Charges and Estimates page for the selected work order.

2. Click the Charges tab.

3. Click the Add (+) icon to open the Add Fixed Charge Details dialog box.

4. Use the information below to add a fixed charge item:

   • Activity: Select the service activity code to add the fixed charge item. The list of values displays all service activity codes that are enabled and have a billing type mapped to the Fixed Charge billing category.

   • Item: Select the fixed charge item. The list of values displays all items which meet the conditions:

     • Item is mapped to the Service Activity Code selected by the user.

     • Item is assigned a billing type for fixed charge.

     • Item is associated with the inventory organization of the technician's default subinventory.

   • Description: Description of the item selected.

   • UOM: By default, it's the primary unit of measure of the item selected. You can choose other UOMs that are part of the UOM class of the primary UOM.

   • Quantity: Enter the quantity of the fixed charge item.

   • Note: If you set up the descriptive flexfield in the Manage Descriptive Flexfields UI for the Debrief Line Attributes page, for the Expense fields context enter other information that's specific to your fixed charge.

5. Click Save and Close.

6. Check that a charge line is created for the fixed charge item and visible in the Charges tab. You can edit and delete the fixed charge lines until the charges are posted. When charges are posted, the fixed charge items are added to the sales order.

To add fixed charge items to work order estimates:

1. Click the Estimates tab.

2. Click the Add (+) icon to open the Add Estimates dialog box.

3. Enter the required information. The fields are the same as listed in Step 4 of the procedure: To add fixed charge items to work order charges.

4. Click Save and Close.