Authorize Price

Explanation

This activity is used to authorize exceeding a price limit on work order. This price limit is defined according to the customers' preference in the service line that is connected to the work order.

Prerequisites

• Price limit must be defined in Service Contract/Services tab.
• Service contract of the service line must be Active.
• Price limit defined service line must be connected to work order in Prepare Work Order/ CO Information tab.

System Effects

As result of this activity, work order will become available to be released and executed.

Window

Prepare Work Order

Related Window Descriptions

Prepare Work Order
Prepare Work Order/General
Prepare Work Order/Planning
Prepare Work Order/Jobs and Templates
Prepare Work Order/Work tasks
Prepare Work Order/Materials
Prepare Work Order/Requisitions

Procedure

1. Open the Prepare Work Order window and query the service line connected work order (F3).
2. Plan the work order by creating new records (F5) in Planning, Jobs and Templates, Work Tasks, Materials, Requisitions or Work task/Resources tabs. Note: The automatic selection of Price Authorization required check in General tab when the planned price amount exceeds the limit specified in the service line.
3. Right-click on work order header or the General tab and select Authorize Price. Note: Price Authorization required check clears.