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.