Fix Prices

This chapter describes how to offer one or multiple fix prices in TRASER DMS 365. Fix prices are available for the following documents:

Area	Document Type
Sales	Sales Quote, Sales Order, Sales Invoice, Sales Credit Memo, Sales Return Order
Service	Service Quote, Service Order, Service Invoice, Service Credit Memo

The contents of this chapter are divided into the following sections:

Using Fix Prices in Sales Documents
Using Fix Prices in Service Documents

Using Fix Prices in Sales Documents

The following sections use a sales order as an example to describe how to use fix prices for a sales document. The use of fixed prices in the other previously mentioned sales documents is analogous. To use fixed prices correctly, you must first define and then calculate them for document lines.

Defining Fix Prices

To define fix prices, please proceed as follows:

Note

Before you can define fix prices, you must set up a number series for fix prices in sales documents. To do this, open the Sales & Receivables Setup page via the quick search (ALT+Q) and enter a number series in the Sales Fix Price No. Series field in the Number Series FastTab.

Use the quick search (ALT+Q) to find the Sales Orders page.
Create a new sales order or select an existing sales order.
If there is no item/service item listed in the Lines FastTab, add a new item or service item.
Select the line(s) for which you want define a fix price. Use the key combination CTRL + LEFT CLICK to select multiple lines.
Click on Fix Price > Fix Price in the menu bar of the sales order.

Note

If multiple lines are eligible for fix prices, but only one line was selected, a dialog window is displayed. In this window, select if you want to continue only with the selected line or with all lines for which no fix price has been defined yet. If only one eligible line exists or if you have selected multiple lines, this dialog window is skipped.

Fill in the fields in the Fix Price window according to the following table:

Field	Description
Description	This field is filled automatically by the system. If needed, enter a specific description for the fix price group.
Total Labor	This field is displayed if you have selected resource lines with labor enabled. To use a fix price for labor, enter the desired amount.
Total Parts	This field is displayed if you have selected item lines. To use a fix price for items, enter the desired amount.
Total Resources	This field is displayed if you have selected resource lines with labor disabled. To use a fix price for resources, enter the desired amount.
Total Amount	If you change the value in this field, a fix price will be used for the entire document and the difference between the original amount and the fix price will be deducted in equal parts from the existing total amounts.
Difference	This field displays the difference between the original amount and the fix price amount.

Click on OK to confirm your entries.

You have successfully defined fix prices for one or more lines of the sales document. The checkbox in the Fix Price Identifier Set field is selected in the relevant lines and indicates that a fix price has been defined for the line. The next sections describes how to calculate fix prices.

Calculating Fix Prices

This section describes how to calculate fix prices. To do so, please proceed as follows:

Use the quick search (ALT+Q) to find the Sales Orders page.
Select a sales order with defined fix prices.
Click on Home > Release in the menu bar to release the sales order.
Navigate to the Fix Price FastTab.
Click into the No. of Fix Prices field to open the list of document fix prices.
Select a line and click on Actions > Fix Price in the menu bar.
The Fix Price page is displayed.
Select a line and click on the selection field > Calculate Fix Price in the menu bar of the window.
The fix price for the selected line is calculated and the checkbox Calculated in the document fix price list is automatically selected. Repeat the fix price calculation for all listed document lines.

You have successfully calculated the fix prices for a sales document. You can now further process the sales document, e.g., post it. The next section describes how to edit fix prices in a sales document.

Editing fix prices

This section describes how to edit fix prices in a sales document. To do so, please proceed as follows:

Note

Please note that the fix price must be recalculated for all lines that were changed retrospectively. The same applies if you update the document or use the Copy Document... function.

Use the quick search (ALT+Q) to find the Sales Orders page.
Open a sales order with existing fix prices that you want to edit.
Select the line(s) you want to edit.
Click on Fix Price > Fix Price in the menu bar.
The Fix Price page is displayed. Enter a new fix price.
Confirm your entries with OK.

Tip

You also have the option of subsequently adding lines to or removing lines from a fix price group. To do this, click on Fix Price > Add to Fix Price Group or Remove from Fix Price Group in the menu bar.

You have successfully edited fix prices in a sales document. The next section describes how to delete fix prices from a sales document.

Deleting Fix Prices

This section describes how to delete fix prices. To do so, please proceed as follows:

Use the quick search (ALT+Q) to find the Sales Orders page.
Select a sales order with defined fix prices you want to delete.
Navigate to the Fix Price FastTab.
Click into the No. of Fix Prices field to open the list of document fix prices.
Select a line and click on Actions > Fix Price in the menu bar.
The Fix Price page is displayed.
Select a line and click on the selection field > Remove Fix Price in the menu bar of the window.
The fix price for the selected line is removed and the checkboxes in the Fix Price Identifier Set and Fix Price fields in the document lines are automatically cleared. Repeat the process for all document lines from which you want to delete fix prices.

You have successfully deleted fix prices from a sales document.

Using fix prices in service documents

The following sections use a service order as an example to describe how to use fix prices for a service document. The use of fixed prices in the other previously mentioned service documents is analogous. To use fixed prices correctly, you must first define and then calculate them for document lines.

Defining Fix Prices

To define fix prices, please proceed as follows:

Note

Before you can define fix prices, you must set up a number series for fix prices in service documents. To do this, open the Service Management Setup page via the quick search (ALT+Q) and enter a number series in the Service Fix Price No. Series field in the Numbering FastTab.

Use the quick search (ALT+Q) to find the Service Orders page.
Create a new service order or select an existing service order.
If there is no service item in the Lines FastTab, add a new service item.
Click on Lines > Worksheet in the menu bar of the Lines FastTab.
In the worksheet, navigate to the Lines FastTab.
Enter the Items, Resources, Costs and/or G/L Accounts required for the service and fill in the fields as needed.
Select the line(s) for which you want define a fix price. Use the key combination CTRL + LEFT CLICK to select multiple lines.
Then, click on Fix Price > Fix Price in the menu bar of the worksheet.

Note

Fill in the fields in the Fix Price window according to the following table:

Field	Description
Description	This field is filled automatically by the system. If needed, enter a specific description for the fix price group.
Total Labor	This field is displayed if you have selected resource lines with labor enabled. To use a fix price for labor, enter the desired amount.
Total Parts	This field is displayed if you have selected item lines. To use a fix price for items, enter the desired amount.
Total Resources	This field is displayed if you have selected resource lines with labor disabled. To use a fix price for resources, enter the desired amount.
Total Amount	If you change the value in this field, a fix price will be used for the entire document and the difference between the original amount and the fix price will be deducted in equal parts from the existing total amounts.
Difference	This field shows the difference between the original amount and the fix price amount.

Click on OK to confirm your entries.

You have successfully defined fix prices for one or more lines of the service document. The checkbox in the Fix Price Identifier Set field is selected in the relevant lines and indicates that a fix price has been defined for the line.

Calculating Fix Prices

This section describes how to calculate fix prices. To do so, please proceed as follows:

Use the quick search (ALT+Q) to find the Service Orders page.
Select a service order with defined fix prices.
Then, click on Line > Worksheet in the menu bar of the Lines FastTab to open the worksheet.
In order to be able to calculate fix prices, the Repair Status Code in the General FastTab must contain a code that sets the service to completed. More information on this can be found on the Repair Status Setup page.
Navigate to the Fix Price FastTab.
Click into the No. of Fix Prices field to open the list of document fix prices.
Select a line and click on Actions > Fix Price in the menu bar.
The Fix Price page is displayed.
Select a line and click on the selection field > Calculate Fix Price in the menu bar of the window.
The fix price for the selected line is calculated and the checkbox Calculated in the document fix price list is automatically selected. Repeat the fix price calculation for all listed document lines.

You have successfully calculated fix prices in a service document. You can now further process the service document.

Note

If you want to release or post a service document that contains not yet calculated fix prices, a dialog window is displayed to notify you. Confirm the dialog window with Yes to continue the process anyway.

Editing Fix Prices

This section describes how to edit fix prices in a service document. To do so, please proceed as follows:

Note

Please note that the fix price must be recalculated for all lines that were changed retrospectively. The same applies if you update the document or use the Copy Document... function.

Use the quick search (ALT+Q) to find the Service Orders page.
Select the service order for which you want to edit the fix prices.
Click on Lines > Worksheet in the menu bar of the Lines FastTab to open the worksheet.
Select the line(s) you want to edit.
Click on Fix Price > Fix Price in the menu bar.
The page Fix Price is displayed. Enter a new fix price.
Confirm your entries with OK.

Tip

You have successfully changed fix prices in a service document. The next section describes how to delete fix prices from a service document.

Deleting Fix Prices

This section describes how to delete fix prices. To do so, please proceed as follows:

Use the quick search (ALT+Q) to find the Service Orders page.
Select a service order with defined fix prices you want to delete.
Click on Lines > Worksheet in the menu bar of the Lines FastTab to open the worksheet.
Navigate to the Fix Price FastTab.
Click into the No. of Fix Prices field to open the list of document fix prices.
Select a line and click on Actions > Fix Price in the menu bar.
The Fix Price page is displayed.
Select a line and click on the selection field > Remove Fix Price in the menu bar of the window.
The fix price for the selected line is removed and the checkboxes in the Fix Price Identifier Set and Fix Price fields in the document lines are automatically cleared. Repeat the process for all document lines from which you want to delete fix prices.

You have successfully deleted fix prices from a service document.