Associating sales prices with contract templates

Associate sales prices for entities (Parts, Tasks, PM Schedules, Standard Work Order, and Service Problem Codes) to create invoice lines using a fixed sales price rather than the actual work order costs (part issues, time sheets, tool costs) tracked by the system.

Sales prices defined on the contract template level will be copied to the contract when the template is referenced on that contract. These sales prices will take precedence over any sales prices directly associated to any of the entities. So a sales price for a bearing can be overwritten on contract level if desired and this price will then be invoiced, otherwise the system uses the standard sales price of the bearing defined on the Parts form.

To associate sales prices with contract templates:

  1. Open the Contract Templates form.
  2. Select the contract template for which to associate sales prices, and then click the Sales Prices tab.
  3. Click Add Sales Price.
  4. Entity—Select the entity for which to associate sales prices.
  5. Date Effective—Enter the date this sales price will go into effect.
  6. Code—Enter the system code associated with the entity. The system automatically populates Code Org. and the code description in the adjacent field.
  7. Organization—Enter the organization to associate to the sales prices. This Organization will use these sales prices.
  8. Sales Price—Enter the sales price to associate with the entity for the customer contract created from this template. The system automatically populates the currency based on the selected Organization.
  9. Date Expired—Enter the date the sales price will expire.
  10. Store—Enter the store to associate with the sales price when parts entities are selected. If no Store is entered, the system applies the sales price to all stores in the selected Organization that are not specifically mentioned.
  11. Condition—Enter the condition if the entity is a part that is a condition tracked parent part. If the selected entity for the part is a condition tracked child part, the system will automatically populate Condition.
  12. Click Submit.