Equipment Pricing Schedule

Overview:

The Work Order Equipment Pricing Schedule window allows you to establish rules for invoicing Work Orders related to customer equipment. Once establishing one or more OUs to be authorized and an effective date, you can set up specific criteria such as markup percentage, per unit rate, and maximum rate for the schedule to use for equipment invoicing for the work order. 

You can also set up multiple sequences for a schedule. The Sequence # field manages which rule applies if multiple rules match the transaction. For example, if you want to mark up all transactions to Cost Type E 20%, and all transactions against task “TUNEUP” 25%, a transaction could have both of those conditions. In that case, PENTA applies the rule with the lower sequence number

Benefits:

• Useful for creating rules and guidelines for work orders with customer equipment that are being invoiced 
• Create markups and minimum/maximum rates based on the unit of measure per each equipment 
• The ability to copy one schedule from another 

Roles:

• Service Management Setup Manager

Location:

• Service Management > Invoicing > Setup > Pricing Schedules > Equipment Pricing Schedule

Video: