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Question

Sales Part - Condition based Pricing link to Routing

  • February 19, 2025
  • 9 replies
  • 134 views

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Hi, a bit of background on our operations: We are a machine shop that carry out repair of various products that are not manufactured by us (eg. pumps, valves gear boxes etc). For a specific part depending on the type of repair required, we have created standard product structures and routings. (for eg. for a specific part, I have four standard repair procedures for which pricing varies depending on which repair procedure is required, i can use product structure and routing to define these four repair procedures). We currently use a modified shop order to carry out repair activity using the Shop Order module which allows us to schedule and plan our work centers. Hence, I am looking for a solution where the sales team can select the part with its specific condition code, i can define the pricing using different condition codes. And once the customer order is released, the product structure and routing for that specific repair is automatically populated in the automatically created shop order rather than a production team member having to manually select an alternate routing/prod structure each time.

Currently the only option i see is to create them as different inventory parts and each inventory part has a single routing and prod structure. The sales part would be linked to this inventory part with the price linked to it. In this case, I would lose some traceability in terms of historical and statistical analysis, but all the flows are automated from customer Order screen to Shop Order screen. Alternatively I was wondering if there was a way to link different condition code pricing to individual product structures and routings? Since alternates are allowed in prod structures and routings, if there was a way to link them so the information flow into the shop order would get automated. Unless there is any other way to do this. 

9 replies

Björn Hultgren
Hero (Employee)
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@gandhik1 I think you should look into the Component Repair Order (CRO) functionality for this. CRO is like an umbrella that connects together the order for receiving the returned part to stock, repairing it (on for instance a repair shop order) and then delivering it back to the customer. 

On the CRO order you can select a Service Type you sell, which in turn is linked to one or several Repair Codes which controls which operations from the repair routing that should be included on the repair shop order.  

 


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  • Author
  • Do Gooder (Customer)
  • 5 replies
  • February 20, 2025

Hi Bjorn, Thank you for the suggestion, i will look into it.


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  • Author
  • Do Gooder (Customer)
  • 5 replies
  • February 21, 2025

Hi ​@Björn Hultgren , i have tried to use CRO and the functionality is working well. However there was one concern I had, when i delivery the CO line after completing the repair shop order. The line gets automatically invoiced. Is there a way to not do that and manually create the invoice at a later time?


Björn Hultgren
Hero (Employee)
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@gandhik1 Unfortunately I have no insights in that. 


matt.watters
Superhero (Partner)
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  • Superhero (Partner)
  • 574 replies
  • February 21, 2025

@gandhik1 Check into the Order Type used on your CO. The invoice would be automatically created after delivery if the Stop After is NO for Deliver Order and for Create/Print Delivery Note.  You may need to create a new order type for use when returning repaired products so the order steps flow (or stop) as you need them.

 


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  • Author
  • Do Gooder (Customer)
  • 5 replies
  • February 27, 2025

Hi, i have checked all of these, i think there is some background setup issue. Because when I create the customer order from the CRO, the CO line is getting created with price 0. 

Even though in the CRO window I have put a price.

When i deliver this CO line, even though I have selected yes after Print Delivery Note, the status changes to invoiced/Closed. 

I am also not able to see anything in invoice eventhough the status says invoiced/closed 

 


matt.watters
Superhero (Partner)
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  • Superhero (Partner)
  • 574 replies
  • February 27, 2025

@gandhik1 if you are delivering this CO line through a Shipment, check into how the stops are configured in the shipment type.

 


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  • Author
  • Do Gooder (Customer)
  • 5 replies
  • February 27, 2025

i am using quick order flow handling to deliver the part. However the concern i have is why is the customer order being created with 0 value, i am not able to edit the price also for the CO line.

When I click on release to repair, there is a prompt i get to create the customer order. i select yes to create the customer order. Am I doing something wrong in this step here?


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  • Author
  • Do Gooder (Customer)
  • 5 replies
  • February 28, 2025

@matt.watters ​@Björn Hultgren Thanks for your replies.

So I figured out that in the CRO repair window, there are separate tabs for delivery(dispatch info) and invoicing(sales lines). After i dispatch the order, i can go the sales lines tab and create the CO and transfer the sales line. Is it possible to have the same delivered line to be invoiced? Or they have to be separate orders always?

 


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