Define Cost Type Pricing—Exercises

Basic Data Setup

Define Complex Assembly Service Contract Header

Purpose: The purpose of this exercise is to show you how to set up the complex assembly service contract header required to perform the exercises below.

Windows:
Complex Assembly Service Contract/General

  1. Create a complex assembly service contract header

General exercise for Define Complex Assembly Service Contract Header

Define Cost Types

Purpose: The purpose of this exercise is to set up the basic data cost types.

Windows:
Contract Management Basic Data/Cost Types

  1. Create the cost types for the transactions expected from the repair.

General exercise for BDR for Complex Assembly Service Contract.

Main Exercise

Purpose: The purpose of this lesson is to define cost type pricing.

Windows:
Complex Assembly Service Contract/Cost Types

Define Cost Type Pricing

  1. Open the Cost Types tab and populate it. 
  2. Create a new record, and select a suitable cost type using the List of Values.
  3. In the Sales Value column, select a Cost, Zero or List Price value from the list.
  4. In the Price List No column, enter a list price using the List of Values.
  5. In the Use % of List Price column, a percent of the list price can be entered, useful for used material.
  6. In the Fee (%) column, enter a fee if sales value is Cost or Zero. The Fee Cap column will limit the nominal fee value for expensive parts.
  7. In the Currency column, select a sales currency code using the List of Values..
  8. In the Payer column, select a payer (defaulted to the contract customer) using the List of Values.

 

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