About Applying a Customer Agreement

You apply a customer agreement and an associated price schedule to a work order in the Work Order Tracking (SP) application.

Prerequisites

Before you apply a customer agreement to a work order, you must associate a customer with the work order. The customer on the work order can be the customer who is responsible for the location, asset, or configuration item (CI) on the work order. If there is not a location, asset, or configuration item with a customer on work order, you can add a customer directly in the Customer field. You can also overwrite the customer that was selected from the location, asset, or configuration item.

Matching criteria

You can apply an agreement and price schedule that have conditions that match data on the work order. The work order must have the customer. In addition, the customer agreement price schedule must be applicable to work orders. Price schedules are selected based on conditions that match information on the work order. If more than one price schedule is applicable, a ranking value on the price schedule is used. In this case, the price schedule with the highest rank (the lowest numeric value) is applied.

Tasks on the work order inherit an applied price schedule. Child work orders and follow-up work orders do not inherit this price schedule. However, child and follow-up work orders might have separate price schedules applied to them.

Costs and prices

After you apply a price schedule, cost transactions you have reported on the work order and its tasks are reviewed. The price schedule is used to calculate prices for the cost transactions. The price schedule can apply pricing rules to labor, materials, tools, and services transactions. The price schedule also can specify additional fees and charges, such as management, incentive, or penalty fees. You can enter additional fees on the Fees and Charges tabs. You cannot modify fixed fees added by a price schedule.

Note: If the work order has a price quote and the applied price schedule does not allow price quotes, the values of the current quote type and quoted price are removed. A historical record of the original quote type and price. See the topic View / Update Price Quotes for more information about current and original price quotes.

Deselecting price schedules

You can deselect an applied price schedule. If there is no price schedule associated with the work order, you can search for and select an applicable price schedule. You use the Select / Deselect Price Schedule action to search for and select a price schedule that does not exactly match the conditions on the work order.

Records to which you cannot apply a price schedule

You cannot apply a price schedule to the following types of work orders: