Generate Sales Lines for CRO
Explanation
You can generate sales lines for all the service types defined for a CRO
repair, using the command Generate Sales Lines. All sales lines
with a price exceeding zero are created in Invoiceable status. This means
that the sales line will be transferred to the customer order, as well as included
in the customer invoice. As long as the sales line has not been transferred
for invoicing, you can block one or several sales lines from being invoiced
by changing the status to Not Invoiceable.
A recommendation is to create sales lines when the CRO repair is in status
Completed or Signed Off. The grouping to sales lines is similar
to the cost line grouping.
As a complement to generating sales lines, you can create sales lines manually
for any of the service types included in the work scope. This could be useful
in situations where it is necessary to charge the customer for costs that are
not covered by the service type’s sales price, and where the costs must be specified
separately. Manually created sales lines will not be affected by the regeneration
of sales lines, but regeneration will reset the earlier generated sales lines
except for those set as Not Invoiceable even they have been changed manually.
You can update the sales line price as long as the sales line is not transferred
for invoicing.
Invoicing part of the work scope
For a service type defined on a repair line with the invoice type resources,
sales lines can be created and transferred for invoicing before the whole work
scope is accomplished, i.e. it is possible to invoice for instance the inspection
before performing the repair of the part. When re-generating the sales lines
the transferred lines will remain in Transferred state. New lines are created
based on the transactions matching the work performed after the previous generation
of sales lines. This facilitates when it is necessary to invoice a the repair
work scope for a service type defined with the invoice type resources in more
than one step.
Prerequisites
- A CRO Repair must have been released to repair.
- At least one service type must have been selected for the CRO Repair.
- Cost lines must have been calculated when using the invoice type
Resources Used.
System Effects
As a result of this activity, one or several sales lines, with a calculated
customer price, are created for a CRO Repair. The grouping to sales lines is
based on cost category and service type.
The following occurs, based on the invoice type:
- When the service type is free of charge or is using the service price,
a fixed price, or an invoice plan, the following occurs:
- One sales line is created.
- The non-inventory sales part connected to the service type will
function as the invoicing object.
- The sales line price (customer price) is based on the price defined
for the service type in the Service Types tab.
- The customer price (sales price) is set to 0 (zero) for the
generated sales line when the service type is free of charge or is using
an invoice plan.
- The customer price (sales price) is a fixed value retrieved from
the service contract or the Part Service Definition and Pricing
page when the service type is using a fixed price or the service price.
When using a fixed price from the part service contract, the amount
is always in the customer’s currency, and therefore the sales line is
created in the customer’s currency. If no part service contract exists,
the customer price is based on the setup in the Part Service
Definition and Pricing page. The price amount is always in
the company’s currency, and therefore the sales line is created in the
company’s currency.
- When the service type is using the resources used for the repair as
the basis for the invoice, the following occurs:
- Several sales lines are created based on the cost lines, one for
each cost category.
- The sales parts connected to the cost categories will function as
the invoicing objects.
- The sales line price (customer price) is based on the cost line
calculations and the offsets defined for the cost categories. Define
offsets for the cost categories in the service contract. The offsets
could be a; percentage, fixed amount or a combination of both. The amount
offset is defined in the customer's currency, while the cost lines are
calculated in the company's currency. All cost lines are therefore converted
to the customer's currency when creating the sales lines. This is to
make it possible to add them together with the offsets defined in the
service contract.