Defining sales prices for customer contracts

Define sales prices for specific entities on a customer contract. Use the sales prices defined here for sales transactions on the customer contract. Sales prices can be defined for specific entities Parts, Tasks, PM Schedules, Standard Work Orders and Service Problem Codes to create invoice lines using a fixed sales price rather than use the actual work order costs tracked by the system, like part issues, time sheets, tool costs, etc.

To define sales prices for customer contracts:

  1. Open the Customer Contracts form.
  2. Select the customer contract for which to define sales prices, and then click the Sales Prices tab.
  3. Click Add Sales Price.
  4. Entity—Select the entity for which to define sales prices. Choose from the following list of entities:
    • Parts
    • Tasks
    • PM Schedules
    • Standard work order
    • Service problem codes
  5. Code—Enter the code for the entity. The system automatically populates the description and Code Org.
  6. Organization—Enter the organization of the selected code.
  7. Sales Price—Enter the sales price to specify for the selected entity.
  8. Store—Select the store of the entity.
  9. 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.
  10. Click Submit.