View Work Package Commercials

Explanation

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

View Cost Lines

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

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

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

View Sales Lines

When a cost line is generated, a corresponding sales line is also generated using the sales part on the Planning tab. Additional sales lines can be created on the Sales tab. Sales lines denote the sales revenue values used to generate the customer invoice.

The price and quantity when generating 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 package. The quantity is derived from the materials issued.
For tools: The unit selling price is derived from the sales part defined for the site of the corresponding aircraft/work package. The quantity is derived from 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 package. The quantity is derived from the actual hours entered on the Task Card.
For expenses, fixed price, and external costs: Sales lines are 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 up, no manual price)
Fixed roll up price
Revenue percentage based on the resources used
Cost markup percentage based on the resources used
Based on the resources used with free price and quantity caps
Free of charge

View Planning Lines

You can view planning lines defined for materials and resources, and also report on 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 planning 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 package. The quantity is derived from the amounts entered on the Task Details page when adding or removing parts.
For tools: The unit selling price is derived from the sales part defined for the site of the corresponding aircraft/work package. The quantity is derived from the allocated hours entered on the Task Details page when adding or removing tools.
For personnel: The unit selling price is derived from the sales part defined for the site of the corresponding aircraft/work package. The quantity is derived from 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: You can add a preferred value manually for the price on the Planning tab, or it is picked from the selected sales part. The Quantity field is disabled for Fixed price. For external costs and expenses, you must add the quantity manually on the Planning tab.

Finance Transaction Fields

Each cost line on the Costs Overview tab and the Tasks Overview → Costs tab includes finance fields that link reported costs to accounting:

Task Transaction ID - the aviation task transaction created for the cost line. Click to open the Aviation Task Transaction detail page.
Transaction Status - where the linked transaction is in the finance lifecycle (for example Not Applicable, Overtaken, Reported, Authorized, Transferred, or Reposted). See About Aviation Task Transactions.
Finally Posted - indicates whether the linked transaction is finally posted
Transaction Source - how the cost was reported (for example personnel time, tool, material, external, or expense).
Inventory Transaction ID - for material costs, the linked inventory movement. Click to open Inventory Transactions History.

From a cost line you can also run Check and Update Accounting when reposting is needed. See Check and Update Accounting of Transaction.

Line Maintenance Work Packages

The same finance fields and pricing rules apply on the Line Maintenance Work Package Commercials page. See View Line Maintenance Work Package Commercials for line-specific navigation.

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 Hangar Maintenance Work Package Commercials

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

Sales Part Handling in Planning Lines

Although not a mandatory basic data requirement, as a production planner you can define default values for sales parts on the Planning tab on the Hangar Maintenance Work Package Commercials page:

For person resources: Define a default non-inventory sales part for the site in the resource group as a basic data setup so that it is fetched automatically. You can change it, or if it is not defined, 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 or tool part, it is picked up automatically. If no sales part is defined for the used part, you can select one manually.
For external costs, 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 the sales and cost lines of a work package.

Navigate to Aviation Maintenance > Hangar Maintenance > Hangar Maintenance Execution > Hangar Maintenance Work Package Commercials.
Select a work package.
View the Total Cost, Total Sales Price Amount/Base, and Total Sales Price Amount/Curr of the work package under the Commercial Summary header.
View the sales and cost lines of each task on the corresponding Sales and Costs nested tabs within the Tasks Overview tab.
View sales and cost lines of the work package on the 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.