Define/Modify Sales Lines

Explanation

Use this activity to add or modify sales lines for a work task. Sales lines represent the information about the revenue which can be earned by invoicing the customer for a particular repair/service. It is possible to define sales lines manually relevant to costs such has Expenses and External costs. Further it is also possible to create Fixed Price sales lines if there is a need to have a default charge for the service or if there is a fix price for the service regardless of the resources used. These sales lines can then be transferred to customer by creating Customer Orders.

These sales lines can be set to status Invoiceable or NotInvoiceable appropriately.

Prerequisites

• Work Task must exist.
• A Customer must be defined on the work task.

System Effects

As a result of this activity, the Sales tab displays information about work task revenue.

Window

Work Task
Prepare Work Order
Report In Work Order
Work Order Structure

Related Window Descriptions

Work Task
Prepare Work Order/Work Tasks/Sales
Report In Work Order/Work Tasks/Sales
Work Order Structure/Work Tasks/Sales

Procedure

Modify Revenue Information

1. Open the Work Task or the Work Tasks window, alternatively select the Work Tasks tab in the Prepare Work Order , Report In Work Order or the Work Order Structure window.
2. Query the work order and then select the appropriate work task. (F3).
3. Select the Sales tab.
4. Select an existing record and modify values in Sales Part Number, Sales Price and Qty to Invoice fields, if appropriate.
5. Change the status to Invoiceable/ NotInvoiceable appropriately.
6. Save the information.

Add Revenue Information

1. Open the Work Task or the Work Tasks window, alternatively select the Work Tasks tab in the Prepare Work Order , Report In Work Order or the Work Order Structure window.
2. Query the work order and then select the appropriate work task. (F3).
3. Select the Sales tab.
4. Enter a new record and select a value in Cost Type field. Use the Drop down option.
5. Add information for Sales Part Number, Quantity and Qty to Invoice  fields, if appropriate.
6. Save the information.