About Applying a Customer AgreementAbout Applying a Customer AgreementYou apply a customer agreement and an associated price schedule to a service request in the Service Requests (SP) application. When you use the Apply Customer Agreement action, the system searches for a customer agreement and price schedule to apply.
Before you apply a customer agreement to a service request, you must associate a customer with the service request. The customer on the service request is the customer who is responsible for the location on the service request. If this location is not associated with a customer, you cannot apply a customer agreement to the service request.
An agreement and price schedule with conditions matching data on the service request can be applied. The service request must have the customer and location data specified in the previous paragraph. In addition, the customer agreement price schedule must be applicable to service requests.
To select the appropriate price schedule, the system also searches for a match between the following information on the service request and a price schedule:
internal priority
service group or service group and service
field-level conditions (these conditions are matched to the Conditions and the Additional Price Schedule Criteria sections of the price schedule)
organization, site, location hierarchy, or location
asset types or assets
After you apply a price schedule, cost transactions you have reported on the service request are reviewed and prices for these transactions are calculated. The price schedule is used to calculate prices. The price schedule can apply pricing rules to labor, materials, tools, and services transactions. View the labor line prices in the Line Price fields of the Time Tracking table. The price schedule also can specify additional fees and charges, such as management, incentive, or penalty fees. You can add to these fees with the Add or Modify Fees and Charges action.
You can deselect an applied price schedule. If there is no price schedule associated with the service request, you can search for and select an applicable price schedule. You use the Select / Deselect Price Schedule action to perform these tasks.