Prices and Discounts

This chapter describes how you can set up prices and discounts for resources. It is divided into the following sections:

• Customizing Unit Prices per Customer, Customer Price Group or Campaigns
  • Defining Resource Unit Prices
  • Enabling Advanced Pricing in Service Order Types
  • Setting up Resource Unit Prices in a Service Order (Example)
• Customizing Resource Line Discounts per Customer, Customer Price Group or Campaigns
  • Defining Resource Line Discount
  • Enabling Advanced Pricing in Service Order Types
  • Setting up Resource Line Discount in a Service Order (Example)

Customizing Resource Unit Prices per Customer, Customer Price Group or Campaign

You can adjust the unit price of a resource per customer, customer price group, campaigns, or for all customers. That way, specific resources can be assigned different prices for different sales types. To customize resource prices, you must first define the individual resource unit prices on the resource card as well as enable the Advanced Pricing function for a service order type. The following sections explain how to fulfill these conditions.

Defining Resource Unit Prices

Please proceed as follows to define the resource unit prices:

• Use the quick search (ALT+Q) to find the Resource Unit Prices page.
• A new window opens in which you can make more precise settings for the resource prices.
• In the Sales Type column, enter to whom the resource unit price shall apply (customer, customer price group, all customers or campaign).
• In the Sales Code column, enter the corresponding value (e.g. customer number or campaign number).
• In the Type column, select whether the resource unit price shall be applied to a particular resource or resource group, or to all resources.
• In the Code column, select the corresponding resource or resource group.
• In the Unit of Measure Code column, enter the unit of the resource.
• In the Unit Price column, enter the desired price.

You have successfully set up resource unit prices. The remaining columns and fields are not described in detail here, but can be filled in as needed. Closing the page will apply the changes.

Enabling Advanced Pricing In Service Order Types

Please proceed as follows to enable advanced pricing in a service order type:

• Use the quick search (ALT+Q) to find the Service Order Types page.
• Activate the field in the Advanced Pricing column for the service order type for which you want to enable customized resource unit prices.

You have successfully enabled advanced pricing in a service order type.

Setting up Resource Unit Prices in a Service Order (Example)

Once you have set up unit prices for a resource and have activated the Advanced Pricing function for a service order type, you can use the resource unit prices in service documents. This example illustrates working with resource unit prices using a service order.

• Use the quick search (ALT+Q) to find the Service Orders page.
• Create a new service order or open an existing service order.
• In the General FastTab in the Service Order Type field, enter the service order type for which you have activated the Advanced Pricing function.
• In the Lines FastTab, select an existing service item line or create a new line.
• Under Lines, select Line >Worksheet from the menu bar.
• The worksheet of the previously selected service item line opens.
• Under Lines, select the Resource value in the Type column.
• In the No. column, enter the resource for which you have previously defined the resource unit price.
• The defined resource unit price is then automatically entered in the Unit Price Excl. VAT column.
• If you enter a number in the Quantity column, the price in the Line Amount Excluding Tax column is calculated using the price in the Unit Price Excl. VAT column.

You have successfully set up resource unit prices in a service order.

Customizing Resource Line Discounts per Customer, Customer Price Group or Campaigns

You can assign specific line discounts to a resource per customer, customer price group, campaigns, or all customers. This means specific resources can be assigned different line discounts for specific sales types. To customize resource prices, you must first define the individual resource unit prices on the resource card as well as enable the Advanced Pricing function for a service order type. The following sections explain how to fulfill these conditions.

Defining Resource Line Discount

Please proceed as follows to define resource line discounts:

• Use the quick search (ALT+Q) to find the Resources page.
• Select the desired resource and click on Process > Discounts in the menu bar.
• A new window opens in which you can make more precise settings for the resource discounts.
• In the Sales Type column, enter to whom the resource line discount shall apply (customer, customer discount group, all customers, or campaign).
• In the Sales Code column, enter the corresponding value (e.g. customer number or campaign number).
• In the Type column, select whether the resource line discount shall be applied to a particular resource or resource group, or to all resources.
• In the Code column, select the corresponding resource or resource group.
• In the Unit of Measure Code column, enter the unit of the resource.
• In the Line Discount % column, enter the desired price.

You have successfully set up a resource line discount. The remaining columns and fields are not described in detail here, but can be filled in as needed. Closing the page will apply the changes.

Enabling Advanced Pricing In Service Order Types

Please proceed as follows to enable advanced pricing in a service order type:

• Use the quick search (ALT+Q) to find the Service Order Types page.
• Activate the field in the Advanced Pricing column for the service order type for which you want to allow adjusted resource unit prices.

You have successfully enabled advanced pricing in a service order type.

Setting up Resource Line Discount in a Service Order (Example)

Once you have set up lines discounts for a resource and have activated the Advanced Pricing function for a service order type, you can work with the resource line discounts in service documents. This example illustrates working with resource line discounts using a service order.

• Use the quick search (ALT+Q) to find the Service Orders page.
• Create a new service order or open an existing service order.
• In the General FastTab in the Service Order Type field, enter the service order type for which you have activated the Advanced Pricing function.
• In the Lines FastTab, select an existing service item line or create a new line.
• Under Lines, select Line >Worksheet from the menu bar. If the Line menu option is not shown, click More Options.
• The worksheet of the previously selected service item line opens.
• In the Lines FastTab, select the Resource value from the Type column.
• In the No. column, enter the resource for which you have previously defined the resource line discount.
• The defined resource line discount is then automatically entered in the Line Discount % column.

You have successfully set up a resource line discount in a service order.