Add Tools Pricing Rules

You add tools pricing rules to a customer agreement price schedule in the Customer Agreements (SP) application. These pricing rules are used to create billing transactions for tools reported on a ticket or work order to which the price schedule is applied.

Note: If you do not want any charges for tools copied to billing transactions, select the No Charge? check box. You are prevented from entering data in any of the other pricing rules fields.

To add tools pricing rules to a price schedule:

1. In the Customer Agreements (SP) application, display the record with the price schedule to which you want to add tools pricing rules.

2. Click the Price Schedules tab, then click the Pricing rules subtab.

3. In the Price Schedules table, select a price schedule to which to add the pricing rules.

4. Click the Tools subtab.

5. In the Default Markup Percentage field, enter a default percentage by which to mark up tools costs.

6. To add a pricing rule for a commodity group, click New Row and take the following steps:

1. In the Commodity Group field, enter a value or click Select Value and select a commodity group.

2. In the Markup Percentage field, enter a percentage by which to mark up reported costs for this commodity group.

7. To add a pricing rule for a commodity group and commodity, click New Row and take the following steps:

1. In the Commodity Group field, enter a value or click Select Value and select a commodity group.

2. In the Commodity field, enter a value or click Select Value and select a commodity in that group.

3. In the Markup Percentage field, enter a percentage by which to mark up reported costs for this commodity.

8. Click Save Agreement .

See Also

About Tools Pricing Rules