Connect Sales Part To Craft

Explanation

Use this activity to connect a sales part to a craft. A sales part can represent a rate for a certain job, e.g. emergency service, or time, e.g., overtime. A craft can have more than one sales part connected to it and one sales part must be defined as default. The default sales part will appear automatically when entering craft identity, preparing a PM action or creating standard jobs, allowing you to plan the revenue. The default sales part will also appear when reporting in time on a work order, allowing you to invoice for the time. If a default sales part is not connected to the craft identity, a sales part must be manually selected for each craft line and time report line in order to plan the revenue and invoice the time.

This is relevant only for IFS/Service Management.

Prerequisites

• The information on a sales part must exist in Customer Order/Non-inventory Sales Part 
• The site information must exist in the Site window. 
• The information on a craft must exist in Organization Basic Data/Craft Catalog.

System Effects

• Sales parts will be connected to the craft.
• The default sales part for the craft will be automatically filled in when the craft is defined on a work order, standard job or PM action. The sales part is used to fetch a price on a craft line or a time report line.

Window

Organization Basic Data

Related Window Descriptions

Organization Basic Data 
Organization Basic Data/Craft to Sales Part

Procedure

1. Open the Organization Basic Data window and click the Crafts to Sales Part tab.
2. Create a new record (F5). The Site field displays the site that is the default for the user.
3. In the Craft field, use List of Values to select a suitable value. The craft description is displayed.
4. In the Sales Part field, use List of Values to select a suitable value. The sales part description is displayed.
5. In the Default field, select "Yes" if you want the sales part to be the default for the craft.
6. Save the information (F12).