Generate Sales Lines

Explanation

This activity is used to create sales lines for all the service types defined for a repair line. 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 component repair order line 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.

Prerequisites

• A component repair order line must have been released to repair.
• At least one service type must have been selected for the component repair order line.
• 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 component repair order line. 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 Type 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 window 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 window. 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.

Window

Component Repair Order

Related Window Descriptions

Component Repair Order/Repair Lines
Component Repair Order/Repair Line/Sales Line
Component Repair Order

Procedure

1. Open the Component Repair Order window and search for an existing component repair order.
2. Click the Repairs tab.
3. Select a component repair order line that is released to repair.
4. Right-click and point to Generate and then click Sales Lines.
5. Click the Sales Lines tab to study the sales line for each service type defined for the component repair order line.