Price Limit function in Service Contract

Hi Kasun,

Please see the test steps:

1. Create a service contract, set price limit as 50.

2. Click on PM actions, and add a PM action, Activate the PM action with maintenance plan.

3. Go to the PM action. Click on maintenance plan and create a work order.

4. Go to the work order.

5. Go to the work task.

6. Add a resource to the task.

You can see the cost is 102. which is higher than the price limit.

7. Now add a assignment to the resource.

8. Now release the work task.

You can see the system is not allowing to release of the work task, due to the cost exceeding the price limit of the work task.

Best Regards,

Thilina.

Hi ​@TLAKLK ,

Thank you lot, Could you try the steps below.

1. Our cutomer use Invoice Plan only as the Invoice Type where in your case its Resource used.

2. 

   Then I create a new Service Request and add a Resource line which has the price more than 100

3. 

   No warning while the work is Released.

4. 

   So the Question is does this function used only for Resource Used invoice type?

5. For our customer they have a Pre agreed Price limit for customers in their contracts. Lets say its $100. Then no one should be able to report more than $100 but it should be blocked then we need to raise a Service Quotation for this additional work. We have a big challange here For example think the Service engineer to use materials in their mobile, if they try to create a new material line there should be a way to check whether the price limit is exceeded or not by consuming this part. If yes then they should create a service quotation from the mobile for this addtional work. Unfortunately there is no way we can achive this in the baseline in addtional to that IFS does not allow creating a service quotation for Task level, another functional limiation.

Please check if you could find a way to block reporting additional consumtion than agreed.

Thank you,

KM

Hi ​@TLAKLK ,

Thank you, I will check.

One addtional question. As I noted this validation happens at the time of Release the work task and compared against planned values.

But in Actual world we dont know how much time the field engineer might report it could be any that exeed the price limit. Also they can report Expences, Materials so everything are reported as a Sales that exceed the Price limit.

Does IFS validate this?

If yes would it prevent Invoicing the customer until we get the approvel?

As I noted this allow me to invoice the Amout that exceed the price limit.

Please comment on this?

Kind Regards,

Kasun

Hi Kasun,

Releasing the work task means that we can start the work anytime. However the price limit exceeds the work task, the system is not allowed to release the work to start the work. Since we can’t start the work, we cannot create any invoices for the cost.

Yes In the real world, we cannot think exact cost for a work task considering the materials, resources, etc. However, using a service contract with a price limit can use to limit your expenses for a task. You can encourage the resources to do the work using minimum work time, and materials. That way your company can prevent any extra costs for work orders.

Best Regards,

Thilina

Hi ​@TLAKLK

Thank you for explaining the function in IFS, however we may need a CRIM as ifs does not validate any sales lines from creating and invoicing that exceed the Price limit. This is where we have the challenge.

Thanks,

KM