Tools pricing rules

You specify pricing rules for a customer agreement price schedule in the Customer Agreements (SP) application. These pricing rules are used to create billing transactions for tools used on a ticket or work order to which the price schedule is applied.

Specify tools pricing rules on the Tools subtab of the Pricing Rules subtab, on the Price Schedules tab.

Default markups

Create a default markup percentage that is added to reported costs for tools. This percentage is added to reported tool costs when you have not created specific tool markups. You can enter a positive or negative percentage value to apply a markup or discount to the tool cost or price. You specify the price book to be used for the tool list price.

Tool markups

Create tools markup percentages that are added to reported costs for commodity groups or for commodity groups and commodities. Commodity markups override commodity group markups. Commodity group markups override default markups. Create the following types of markups:
  • Specify the markup percentage and a commodity group. The markup is applied only to commodities in this group. Commodities in other groups receive the default markup.
  • Specify the markup percentage, a commodity group, and a commodity. The markup is applied only to this commodity in this group. Other commodities in the group receive the default markup.

No charge

You can apply a zero additional charge for any reported tool use. A markup is not applied to a reported commodity or group. If you select this choice on a revised agreement when the original had markups or percentages, the markup and percentage data are deleted in the revised record.


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