Customer agreements on tickets
You apply a customer agreement and an associated price schedule to a ticket in the appropriate application. When you use the Apply Customer Agreement action, the system searches for a customer agreement and price schedule to apply.
Before you apply a customer agreement to a ticket, you must associate a customer with the ticket. The customer on the ticket is the customer who is responsible for the CI, asset, or location on the ticket.
An agreement and price schedule with conditions matching data on the ticket can be applied. The ticket must have the customer and location data specified. In addition, the customer agreement price schedule must be applicable to tickets.
- Internal priority
- Service group or service group and service
- Field-level conditions (these conditions are matched to the Conditions and the Additional Price Schedule Criteria sections of the price schedule)
- Organization, site, location hierarchy, or location
- Configuration items or assets
After you apply a price schedule, cost transactions you have reported on the ticket are reviewed and prices for these transactions are calculated. The price schedule is used to calculate prices. The price schedule can apply pricing rules to labor, materials, tools, and services transactions. View the labor line prices in the Line Price fields of the Time Tracking table. The price schedule also can specify additional fees and charges, such as management, incentive, or penalty fees. You can add to these fees with the Add or Modify Fees and Charges action.
You can deselect an applied price schedule. If there is no price schedule associated with the ticket, you can search for and select an applicable price schedule. You use the Select / Deselect Price Schedule action to perform these tasks.