Create Depot Repair Estimates

You can estimate material, labor, expenses, and fixed charges for a depot repair work order in the Depot Repair Workbench.

This is especially useful for support engineers who can open the Depot Repair Workbench directly from Fusion Service (SR Parts tab) and create estimates to provide to the customer and monitor the progress of the repair.

To estimate charges for depot repair work orders:

1. Open the depot repair work order that you want to estimate costs for in the Depot Repair Workbench.

2. Click the Estimates tab.

3. To add an estimate line, click the Create (+) button. The Add Estimates window opens. All the fields are empty and the following fields are read only: Quantity, Expense, and UOM.

4. Select a service activity for depot repair from the Activity list of values.

   Note: Each service activity is associated with one or more billing types (such as labor, material, expense, and fixed charge). Each item is associated with only one billing type. When you select a service activity, only items with a billing type tied to that service activity will be available in the Item list of values.

5. Select an item.

   • If the billing type for the item is Labor or Material, then the Quantity and UOM fields are enabled.

   • If the billing type is Expense, then the Expense and Currency fields are enabled.

   • You can also add fixed charge items to your work order estimate. The item must be assigned with the billing type that's defined for fixed charges.

6. Enter the required details and click Save and Close.

7. Each estimate line you added is created and displayed in the Estimates tab. The item price is derived from Oracle Pricing.

8. Create as many estimates as required.

9. Click the Amount link to view the pricing details of the estimated amount at each line level. The Amount dialog box displays all the pricing components and adjustments from Pricing, which includes automatic adjustments, such as for subscriptions, and any manual adjustments that you enter. The subscription number appears so that you can research any billing discrepancies.

   1. Pricing Components: Describes the break down of the price components used to calculate the price on the charge line, including subscriptions and any other adjustments.
   2. Unit Price: Lists the unit price of the charge line.
   3. Amount: Includes the total amount the customer will be billed for the line.
   4. Your Price: Includes the total price the customer will be billed, including any pricing adjustments.
   5. Exclusive Tax: Includes the estimated sales tax.
      Note: Service Logistics supports inclusive and exclusive taxes. Inclusive taxes are included in the list price, while exclusive taxes are a separate price component.
   6. Net Price Plus Tax: Includes the sum total for Your Price and Exclusive Tax amounts.

10. You might need to edit the estimated price for items before sending the work order estimate to the customer. You might do this to include warrant coverage or other terms in the service contract with the customer. Click the pencil icon in the Your Price column for the price that you want to adjust. In the Edit Price dialog box adjust price using the following information.

    1. Select the adjustment type. Here are the adjustments that you can make:

       • Discount Percent

       • Discount Amount

       • Markup Amount

       • Markup Percent

       • Price Override

    2. Enter the adjusted price amount.

    3. Select the basis or the price element. This is the pricing entity used to calculate the price for example the list price or net price.

    4. Select a reason for the adjustment. Predefined values include Price match, Sales negotiation, Error correction, and Other. You can add your own custom adjustment reasons while setting up Service Logistics.

    5. Click Save and Close to save the adjustment line and close the dialog box. You can add multiple adjustment entries for a single line item. When there are multiple line entries, the price is adjusted as per the sequence of the entries.

    6. You can also delete an entry that's not required.

11. Verify that:

    • Total Material equals the sum of all estimated material charges.

    • Total Labor equals the sum of all estimated labor charges.

    • Total Expenses equals the sum of all estimated expense charges.

    • Total Fixed Charged equals the sum of all estimated fixed charges.

    • Grand Total equals the sum of all the estimated charges.

12. You can edit an estimate line by selecting the row and clicking the Edit (pencil) icon. You can delete a line by selecting the row and clicking the Delete (X) icon.