Price schedules and work orders

You apply a customer agreement and its price schedule to a work order in the work order application. The price schedule is used to calculate the cost transactions. It can apply pricing rules to labor, materials, tools, and services transactions on the work order.

Prerequisites

A customer must be associated with a work order before you can associate a customer agreement with a work order. The customer that is associated with the work order can be the customer who is responsible for the location, asset, or configuration item (CI) on the work order, or you can add a customer directly to the work order.

Price schedule dependencies

Price schedules are selected based on conditions that match information in the work order. The price schedule can specify additional fees and charges, such as management, incentive, or penalty fees. Any tasks that are on the work order inherit the price schedule that you apply to the work order. Child work orders and follow-up work orders do not inherit the price schedule; you can apply different price schedules to them. However, you cannot apply a price schedule to the following types of work orders:
  • task work orders.
  • work orders in a billing batch that has been billed, and the bill status is either approved or resolved.
  • work orders that already have an associated price schedule.


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