Defining sales prices for customer contracts

Define sales prices for specific entities on a customer contract. Use the sales prices defined here for sales transactions on the customer contract. Sales prices can be defined for specific entities Parts, Tasks, PM Schedules, Standard Work Orders and Service Problem Codes to create invoice lines using a fixed sales price rather than use the actual work order costs tracked by the system, like part issues, time sheets, tool costs, etc.

To define sales prices for customer contracts:

  1. Select Work > Contract Management > Customer Contracts.
  2. Select the customer contract for which to define sales prices, and then click the Sales Prices tab.
  3. Click Add Sales Price.
  4. Specify this information:
    Entity
    Select the entity for which to define sales prices. Choose from the following list of entities:
    • Parts
    • Tasks
    • PM Schedules
    • Standard work order
    • Service problem codes
    Code
    Specify the code for the entity.
    Organization
    Specify the organization of the selected code.
    Sales Price
    Specify the sales price to specify for the selected entity.
    Store
    Select the store of the entity.
    Condition
    Specify the condition if the entity is a part that is a condition tracked parent part. If the selected entity for the part is a condition tracked child part, Condition is automatically populated.
  5. Click Submit.