View Work Package Commercials 

Explanation

You can view the costs and sales of a work package on the Work Package Commercials page.  

View Costs Lines

Costs in the Costs tab are generated by the material issued, unissued, returned, resource time reporting, and also when external costs, expenses, and fixed costs are being reported. Cost lines denote the values that are actually incurred by the MRO organization.

The price and quantity when generating the cost lines are derived as follows.

• For materials: The unit price for costing is defined by the General Cost value added on the Inventory Part Unit Cost page and the quantity is derived by the materials issued.
• For tools: The unit price for costing is defined by the General Cost value added on the Resource Details page and the quantity is derived by the actual hours entered on the Task Card.
• For personnel: The unit price for costing is defined by the General Cost value added on the Resource Details page and the quantity is derived by the actual hours entered on the Task Card.
• For expenses, fixed price, and external costs: Cost lines will be generated based on the values, which you manually added on the Planning tab. 

View Sales Lines

When a cost line is generated, a corresponding sales line also gets generated using the sales part that is in the Planning tab. Also, additional sales lines can be created as well in the Sales tab. Sales lines denote the sales revenue values that are used to generate the customer invoice.

The price and quantity when generating the sales lines are derived as follows.

• For materials: The unit selling price is derived from the sales part defined for the site of the corresponding aircraft/work pakcage and the quantity is derived by the materials issued.
• For tools: The unit selling price is derived from the sales part defined for the site of the corresponding aircraft/work pakcage and the quantity is derived by the actual hours entered on the Task Card.
• For personnel: The unit selling price is derived from the sales part defined for the site of the corresponding aircraft/work pakcage and the quantity is derived by the actual hours entered on the Task Card.
• For expenses, fixed price, and external costs: Sales lines will be generated based on the values manually added on the Planning tab.

Info: You can use the costing methods below to calculate the selling price.

• Fixed price based on the value you add manually on the contract rule)
• Fixed price based on the sales part price (no roll uo, no manual price)
• Fixed roll up price
• Revenue percentage based on the resourced used
• Cost markup percentage based on the resourced used
• Based on the resources used with free price and quantity caps
• Free of charge

View Planning Lines

You can view the planning lines defined for materials and resources and also report on the planning lines defined for external costs, expenses, and fixed costs when you perform maintenance. Planning lines denote the planned/scheduled details of the resources.

The price and quantity when generating the sales lines are derived as follows.

• For materials: The unit selling price is derived from the sales part defined for the site of the corresponding aircraft/work pakcage and the quantity is derived by the amounts entered on the Task Details page when adding/removing parts.
• For tools: The unit selling price is derived from the sales part defined for the site of the corresponding aircraft/work pakcage and the quantity is derived by the amounts entered by the number allocated hours entered on the Task Details page when add/removing tools.
• For personnel: The unit selling price is derived from the sales part defined for the site of the corresponding aircraft/work pakcage and the quantity is derived by the amounts entered by the scheduled hours entered on the Task Details page when raising a non-routine or on the Assignments tab.
• For expenses, fixed price, and external costs: Can add a preferred value manually for the price in the Planning tab or is picked from the selected sales part. The Quantity field is disabled for Fixed price. For external costs and expenses, you need to add the quantity manually on the Planning tab.

Prerequisites

You need to set up the prerequisites below to view the commercials of a work package and generate the invoice. 

Set up Basic Data Requirements for Work Package Commercials 

As mandatory basic data requirements for generating costs of the work package, you need to define general costs in the Resource Details page for resources (labor) and tools/equipment, and define costs for materials in the Inventory Part Unit Cost page.    .  

Sales Part Handling in Planning Lines

Also, even though it is not a mandatory basic data requirement, as a production planner, you can define the default values to be taken for the sales parts connected on the Planning tab on the Work Package Commercials page. 

• For person resources: You can define a default non-inventory sales part for the site in the resource group as a basic data setup so that it gets automatically fetched. You can change it or if it is not defined, you can select a non-inventory sales part manually. 
• For materials and tools: If a sales part exists with the same Part ID as the used material/tool part (i.e., if there is sales part already created for the used part), it is picked up automatically. If a sales part is not defined for the used material/tool part, you can select one manually. 
• For external, expenses, and fixed costs: You must always define a non-inventory sales part. You cannot pick an already-defined default value. 

Procedure

Follow the steps below to view these sales/costs lines of a work package. 

1. Navigate to the Work Package Commercials page. 
2. Select a work package. 
3. View the Total Costs and Total Sales of the work package under the Commercial Summary header. 
4.  View the sales and costs lines of each task of the work package on the corresponding Sales and Costs nested tabs within the Tasks Overview tab. 
5. View sales and costs lines of the work package in the corresponding Sales Overview and Costs Overview tabs.

   Tip: You can filter the sales and cost lines using the search criteria provided and view the total value of the filtered records.