Create Work Order Charges

You can use the Work Order Charges Search page to access the Work Order Charges header. Here, you can create a new work order debrief header, and view service request and work order details.

Create a Work Order Debrief Transaction

To create work order debrief transactions from the Work Order Charges search page:

1. Click Create Charge. This opens the Work Order Charges header page.

   
2. Confirm the required information for the Work Order, Customer, Asset, and Technician sections:

   Required Fields	Default Value
   Document Type	Defaults to Service Work Order when the page is opened from the Work Order Charges page or the B2B Service Work Order page.
   Document Number	No default value
   Customer	Defaults from B2B work order.
   Account Number	No default value
   Bill-to Address	No default value
   Business Unit	Defaults from the B2B work order business unit. No default value for third-party work orders.
   Serial Number (required for serialized assets)	No default value
   Cost Organization	Defaults from the operating organization of the asset on the Debrief/Charges header. For Preventive Maintenance B2B work orders, the default value is from the maintenance work order that's already created.
   Technician	Defaults from the B2B work order, if one exists.

3. Click Create and Close to create only the debrief header.
4. Click Create and Continue to save the debrief header and continue adding charge lines for the work order.

View Service Request and Work Order Details

After you create the work order header you can access detailed information by viewing the associated service request and work orders:

1. Navigate to the service request associated with the work order by clicking the View Service Request button in the header region.

2. Open the associated detail page by clicking the Document Number link for the work order.

3. Open the associated detail page by clicking the Asset link for the work order.

4. Access the Service Request Charges page by clicking the Review Service Request Charges button.

5. View a summary of total charges and the currency in the Charges table.

6. Click the Amount link to view the pricing details of the amount at each level.. The Review Charge Amount drawer 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 coverage and subscription number appear, so that you can research any billing discrepancies.

   1. Pricing Components: Describes the breakdown 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.

Note: You can add and change a work order’s descriptive flexfields until you've posted your charges.