Overview:

The Work Order Inventory Pricing Schedule allows you to establish rules for invoicing Work Orders that use inventory. Once establishing one or more OUs to be authorized and an effective date, you can set up specific criteria such as markup percentages, unit prices, and discount percentages for the schedule to use for inventory 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 inventory that are being invoiced
Create specific markup percentages or minimum unit prices to be used on inventory being invoiced
The ability to copy one schedule from another

Roles:

Service Management Setup Manager

Location:

Service Management > Invoicing > Setup > Pricing Schedules > Inventory Pricing Schedule

Video:

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