In Apps 10 I have a service contract with multiple lines and appropriate objects in scope for each line and each line is for a different work type.
One of my lines is for Emergency Work which has a Invoice Type of Resources Used (T&M).
I have a Customer Agreement for the Contract Customer Header that has all my pricing. i.e. Non-Inventory Sale Part No. ‘LABOR’ and $100/hr
The above works fine without issue. Now here is where I am looking for suggestions. The labor price is dependent on where the work is performed. If it was in TX is could be 130/hr, and Florida could be 135/hr.
How would I achieve this automatic pricing with my Service Contract and Customer Agreement based on location of equipment?
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Hello
Kind of depends how you are actually storing/working out those relative prices.
If you had a “base price plus a bit” concept you could do it using charge%, and distinct service contract lines for each state/region.
Say base price = $100
For example, Florida might have a rate of 135% of the base price - defined like this:
Create a service contract line for work done in Florida:
You would need more service lines, to specify the rates in each region.
Hello
Kind of depends how you are actually storing/working out those relative prices.
If you had a “base price plus a bit” concept you could do it using charge%, and distinct service contract lines for each state/region.
Say base price = $100
For example, Florida might have a rate of 135% of the base price - defined like this:
Create a service contract line for work done in Florida:
You would need more service lines, to specify the rates in each region.
Hey @paul harland , thanks for the suggestion. This is really going to increase my service lines :(
But still keeps my 1 Service contract and 1 customer agreement.
I guess I can use Geographical objects for my scope and have a geographical object per state.
Hello
Kind of depends how you are actually storing/working out those relative prices.
If you had a “base price plus a bit” concept you could do it using charge%, and distinct service contract lines for each state/region.
Say base price = $100
For example, Florida might have a rate of 135% of the base price - defined like this:
Create a service contract line for work done in Florida:
You would need more service lines, to specify the rates in each region.
One issue I see here @paul harland is that my LABOR in Florida may not be the same for all customers. My Florida Labor base rate might be a 135% revenue of my “standard” labor rate but for customer A they’ve negotiated a rate that equates to 122% revenue of my “standard” rate. That would cause me to come up with a customer specific Agreement Invoice Rule per state per customer, correct?
hi Curtis
Not necessarily - let’s say the only percentages used are 100%, 105%, 110%, 112%, 122%, 127%, 135%. I feel like you only need to create each of those once as an invoice rule, and then can re-use them across all contracts as applicable. No need to create duplicates per customer.
What we usually see is that there is a handful of “special” customers that have unique status; then a mass of repeat customers that have favoured status; and then the rest, which get basic rates. The latter 2 groups are sometimes one big group. So, you may need a few special rules for the special customers, and then generic rules for the rest.
hi Curtis
Not necessarily - let’s say the only percentages used are 100%, 105%, 110%, 112%, 122%, 127%, 135%. I feel like you only need to create each of those once as an invoice rule, and then can re-use them across all contracts as applicable. No need to create duplicates per customer.
What we usually see is that there is a handful of “special” customers that have unique status; then a mass of repeat customers that have favoured status; and then the rest, which get basic rates. The latter 2 groups are sometimes one big group. So, you may need a few special rules for the special customers, and then generic rules for the rest.
Thanks @paul harland I'll move give this solution a shot. Appreciate the responses.
