How to: Create Service Price Adjustments

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You can assign service price groups to service items in the Service Order window. The service pricing breakdown is inserted for the items. You can then automatically create service price adjustments for costs, spare parts, and resource hours for these service items.

For more information, see How to: Set Up Service Price Groups and How to: Set Up Service Price Adjustment Groups.

To create a service price adjustment

  1. In the Search box, enter Service Orders, and then choose the related link.

  2. After you have created service price adjustment groups and service price groups, open the relevant service order.

  3. On the Lines FastTab, on the service item line that you want to create a service price adjustment for, in the Service Price Group Code field, select the relevant service price group code.

    Note

    The service price adjustment function does not apply to service items that belong to service contracts. You can only adjust the service prices of items that are part of a service order. You cannot adjust the price of a service item if it has a warranty. You cannot adjust the price of a service item on a service order if the service lines linked to it have been posted as Invoice, either fully or in part. When you run the service price adjustment function, all discounts in the order are replaced by the values of the service price adjustment.

  4. Choose ActionsAction Menu icon, choose Order, and then choose Service Lines. The Service Lines window opens. Enter the information regarding the service price adjustment of the service items on the order.

  5. On the Actions tab, in the Functions group, choose Adjust Service Price. Choose the Yes button to confirm that you want to adjust service prices. The Service Line Price Adjmt. window opens.

    This window gives you an overview of what the results of the price adjustment will be. You can approve of these results, or you can make further changes to the amounts in the window manually, if you want to obtain different end results.

  6. Choose the OK button to confirm the service price adjustments.

  7. Choose ActionsAction Menu icon, choose Order, and then choose Service Lines to view the adjustments made automatically.

See Also

Tasks

How to: Change Service Pricing for Service Items
How to: Set Up Service Price Groups

Concepts

Service Price Management