Add Fees and Charges to a Sales Order

You add fees and charges to a sales order on the Sales Order tab of the Sales Orders (SP) application. There are several ways to add fees and charges to a sales order:

• Add fees and charges directly to the sales order for management services, trip fees, incentives, or penalties. The sales order status must be WAPPR,, APPR, or COMP.

• Apply a price schedule that contains fixed fees, incentives, or penalties for a billing cycle. The sales order status cannot be WAPPR.

• Specify and apply a price schedule for IT asset management services you provide. After you specify this information, you apply a price schedule that calculates billing prices for these services. The sales order status cannot be WAPPR. See the links in this topic and the help for Customer Agreements (SP) for information about pricing rules for IT asset management services.

To insert fees and charges directly on the sales order:

1. Display the sales order to which you want to add new fees and charges.

2. On the Sales Order tab, click New Row.

3. In the Type field, enter a fee or charge type or click Select Value to choose one. The Calculation value of ENTERED is added. An applied price schedule does not change a line price you enter with this calculation type.

4. In the Line Price field, enter a price to bill for this fee.

5. Click Save Sales Order .

You can modify fees and charges you add when the status of the sales order is WAPPR, APPR, or COMP.

To add fixed fees from a price schedule:

1. Display the sales order to which you want to add fixed fees from a price schedule. The sales order status cannot be WAPPR.

2. In the Select Action menu, select Apply Customer Agreement. A matching customer agreement and price schedule are applied.

3. View applied fees in the Fees and Charges table. These rows are read only.

4. Click Save Sales Order .

You cannot modify fixed fees and charges added by a price schedule, except by deselecting the price schedule. Deselecting the price schedule removes all price calculations from the sales order and may remove the sales order from the bill batch.

Specify IT asset management fees and charges:

1. Display the sales order to which you want to add IT asset management fees. The status of the sales order must be WAPPR, APPR, or COMP. Perform any of the following tasks:

• Add count-based asset information

• Add usage-based asset information

• Add performance-based asset information

2. After you specify the IT asset management services you provided, approve the sales order.

3. Apply a customer agreement. The associated price schedule calculates prices for these services.  

Add count-based asset information:

1. In the Fees and Charges table, click New Row.

2. Insert a value in the Type field. Typically, you select MANAGEMENT.

3. In the Calculation field, enter or select the value COUNT.

4. In the Classification field, click Detail Menu and select an option to retrieve the classification for these assets.

5. In the Total Asset Count field, enter the count of all assets of this classification at all locations.

6. In the Asset Count for Sales Order field, enter the count of assets of this classification at the location on this sales order.

When you apply the price schedule to this sales order, the line price is calculated based on the values you entered. For more information about the pricing calculations, see the topic About Count-based Pricing Rules.

Add usage-based asset information:

1. In the Fees and Charges table, click New Row.

2. Insert a value in the Type field. Typically, you select MANAGEMENT.

3. In the Calculation field, enter or select the value USAGE.

4. In the Meter field, enter the name of the meter by which you measure asset usage.

5. In the Total Usage field, enter the total usage for all assets with this meter at all locations.

6. In the Reading field, enter the usage for all assets with this meter at the location on this sales order.

When you apply the price schedule to this sales order, the line price is calculated based on the values you entered. For more information about the pricing calculations, see the topic About Usage-based Pricing Rules.

Add performance-based asset information:

1. In the Fees and Charges table, click New Row.

2. Insert a value in the Type field. Typically, you select MANAGEMENT.

3. In the Calculation field, enter or select the value KPI.

4. In the KPI Name field, enter the name of the key performance indicator you are measuring.

5. In the KPI Measure field, enter the value of the KPI measurement.

6. When you apply the price schedule to this sales order, the line price is calculated based on the values you entered. For more information about the pricing calculations, see the topic About Performance-based Pricing Rules.