Define/Modify Sales Lines
Explanation
Use this activity to add or modify sales lines for a work task. Sales lines
represent the information about the revenue which can be earned by invoicing the
customer for a particular repair/service. It is possible to define sales lines
manually relevant to costs such has Expenses and External costs. Further it is
also possible to create Fixed Price sales lines if there is a need to
have a default charge for the service or if there is a fix price for the service
regardless of the resources used. These sales lines can then be transferred to
customer by creating Customer Orders.
These sales lines can be set to status Invoiceable or
NotInvoiceable appropriately.
Prerequisites
- Work Task must exist.
- A Customer must be defined on the work task.
System Effects
As a result of this activity, the Sales tab displays
information about work task revenue.
Window
Work Task
Prepare Work Order
Report In Work Order
Work Order Structure
Related Window Descriptions
Work Task
Prepare Work Order/Work Tasks/Sales
Report In Work Order/Work Tasks/Sales
Work Order Structure/Work Tasks/Sales
Procedure
Modify Revenue Information
- Open the Work Task or the
Work Tasks
window, alternatively select the Work Tasks tab in the
Prepare Work Order
, Report In Work Order or
the Work Order
Structure window.
- Query the work order and then select the appropriate work task. (F3).
- Select the
Sales tab.
- Select an existing record and modify values in Sales Part Number,
Sales Price and
Qty to Invoice fields, if appropriate.
- Change the status to Invoiceable/ NotInvoiceable
appropriately.
- Save the information.
Add Revenue Information
- Open the Work Task or the
Work Tasks
window, alternatively select the Work Tasks tab in the
Prepare Work Order
, Report In Work Order or
the Work Order
Structure window.
- Query the work order and then select the appropriate work task. (F3).
- Select the
Sales tab.
- Enter a new record and select a value in Cost Type
field. Use the Drop down option.
- Add information for Sales Part Number, Quantity and Qty to Invoice fields, if appropriate.
- Save the information.