Issue/Symptom/Question

What does each value do for Option 362?

How do I automatically have my Mobile Miscellaneous Purchases marked up based on the corresponding Pricing Schedule?

Applies To

PENTA  for windows (PFW)

Service Management

Mobile Field Service (MFS)

Work Order / Maintenance Contract Billing

Resolution/Fix/Answer

In PENTA version 22.1 and up there is an option that allows Mobile Miscellaneous Purchases to be Automatically Marked up based on the Other Cost Pricing Schedule. The new option # is 362 with the following values:

N = Do Not Automatically Markup Mobile Misc Purchases (default)

Y = Automatically Markup Mobile Misc Purchases

If Option 362 = Y, PENTA will take the Other Cost Pricing Schedule on the Work Order and default the value into the Calculated Pricing Schedule field in the Mobile Miscellaneous Purchase row of the Cost Detail pop up for the Line # of the Work Order. This will update Calculated Mark-Up % field with the correct value based on the correct sequence # of the Other Cost Pricing Schedule. The Calculated Amount Field will then default based on the Projected Cost Amt (what the technician entered) multiplied by 1 + the Calculated Mark-Up % that defaults. 

If no other entries are made the Invoice Amount = Calculated Amount. Users may edit the Override Price Schd Field or Override Mark-Up % fields if they wish. This will Update the Invoice Amount while the Calculated Amount will still display what PENTA calculated. 

In both scenarios the Invoice Amount can be updated at any time if needed. This will not change the Calculated Amount field.

When Option 362 = Y, PENTA will also follow the same rules as above when manually entering a row with a Source of Cost of Mobile Miscellaneous Purchase. THe Calculated Pricing Schedule will default for the row if any of the Cost Fields that affect the calculation are entered, Projected Cost Amount, Costy Type, Task ID, ect.

If Option 362 = N, PENTA will have the previous functionality where no value will default for the Calculated Price Schd and Calculated Mark-Up % fields.

NOTES: 

• When manually entering a row if any of the Cost Fields that affect the calculation are entered, Projected Cost Amount, Costy Type, Task ID, ect, the invoice amount will be read only.
• When manually entering a row if Invoice Amount is entered the Cost Fields that affect the calculation, Projected Cost Amount, Costy Type, Task ID, ect, will be read only.
• If you are not seeing this functionality on a Work Order and the option has recently been updated please Delete the Work Order from the Work Order / Maintenance Contract Billing screen and add it back again. This will pick up the change to the option.