View Costs and Prices

Use the View Costs and Prices dialog box to view costs and prices for transactions reported on an activity, its tasks, and all child work orders and their tasks. Transactions for which you view cost and prices are labor, materials, services, and tools. View prices for applied fees and charges. Prices come entered fees and charges or from an applied price schedule. You also can view some pricing alerts and enter or view a customer PO number for this activity.

View costs and prices for activities in the Activities and Tasks (SP) application.

To view costs and prices:

1. From the Select Action menu, select View Costs and Prices.

2. View cost and price information in the dialog box. See the following section for details about the information that you can view.

3. Optionally, in the Customer PO Number field, add a customer PO number.

4. Click OK to close the dialog box.

Fields in the View Costs and Prices dialog box

Work Order Totals table

In the Work Order Totals table window, you see cost and price data for the activity and its tasks. See the following field descriptions.

• Resource: Source for the total cost or price information.

• Estimated Cost: The estimated total costs for planned labor, materials, services, and tools.

• Estimated Price: The estimated prices for planned labor, materials, services, tools, and fees and charges. The differences between costs and prices come from an applied price schedule with pricing rules, such as rules for markups and fees.

• Actual Cost: The actual total costs for labor, materials, services, and tools. If you unapprove the activity, these fields are not cleared. The actual costs for labor and services include unapproved transactions. To see only approved transactions, use the View Costs action.

• Actual Price: The actual prices for labor, materials, services, tools, and fees and charges. The differences between costs and prices come from an applied price schedule with pricing rules, such as rules for markups and fees.

• Total Bill Price: The total of actual prices on the activity.

Hierarchy Grand Totals table

In the Hierarchy Grand Totals table window, you see cost and price data for the activity, its tasks, and all child work orders and their tasks. See the previous section for explanations of the column headings.

Pricing Agreements section

The information in this section is for the work order only. It is not applicable to the work order hierarchy.

• Customer PO Required: Is a customer purchase order is required for the activity?

• Customer PO Number: View or enter a customer PO number.

• Notify if Price Exceeds: The maximum price that should be charged for the activity. Notify the customer if the price exceeds the amount.