Define Services and Pricing--Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain you data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Inventory Part

Purpose: The purpose of this exercise is to create the part to be repaired. It is to this part you will connect the service types.

Windows:
Inventory Part

Repair Part No Description Part Type
XX-187-CS Chain Saw 187 Manufactured

General exercise for Manufactured Inventory Part.

Service Type

Purpose: A service type is a way of grouping actions possible to perform for a part in order to bring it back to its original fit and/or function for different kinds of faults.

Windows:
Component Repair Order Basic Data/Service Type

Note: If you have not yet already done so, create the following:

Service Type Service Type Description
XX-ST01 200 h Chain Saw Overhaul
XX-ST02 Fuel System Overhaul
XX-ST03 1500 h Complete Chain Saw Overhaul

General exercise for Service Type

Non-Inventory Sales Part (Service Part)

Purpose: The purpose of this exercise is to set up a non-inventory sales part. This part is needed since it will act as the invoicing object for the service types.

Windows:
Non-Inventory Sales Part

Non-Inventory Sales Part No Description Base Price
XX-CS-Service Chain Saw 187 Service Part 250

General exercise for Non-Inventory Sales Part

Repair Code

Purpose: Repair codes are a way of grouping standard jobs for the work order and material and/or operations for repair shop order. The purpose of this exercise is to define the repair codes which will be connected to the part to be repaired, as well as to the service types connected to that part.

Windows:
Repair Setup Basic Data/Repair Code

Note: If you have not yet already done so, create the following:

Repair Code Repair Description Note
XX-RCCS-1 Cleaning, Chain Saw 187 The repair code includes the following actions:
  • Thoroughly clean saw body, air intake vents and cooling fins.
  • Check and cleaning of air filter
XX-RCCS-2 Fuel System, Chain Saw 187 The repair code includes the following actions:
  • Change fuel filter.
  • Adjustment of carburettor.
  • Fuel tank – flush out any accumulated saw dust.
  • Remove spark plug, clean and check gap. Replace with a new.
  • Remove and replace the spark arrester.
XX-RCCS-3 Chain Brake, Chain Saw 187 The repair code includes the following actions:
  • Thoroughly clean, around brake band and operating mechanism.
  • Replace Assy-Front Link.
  • Replace Spring-Chain Brake.
  • Replace Band Break.
  • Replace Spring-Handguard.
  • Perform Pin-Bar Adjusting

General exercise for Repair Code

Main Exercise

Purpose: The purpose of this lesson is to prepare the inventory part for being processed on a component repair order in Component MRO. Start with connecting service types for the repair part and update the service price. A service type has two purposes, to define a work scope and to act as price label for the work performed.

Continue with connecting repair codes to service types and to repair part. Repair codes are a way of grouping standard jobs for the work order and material and/or operations for repair shop order. By connecting repair codes to service types you can create a predefined work scope when repair shop order or work order is selected as supply for the component repair order line.

Windows:
Part Service Definition and Pricing
Part Service Definition and Pricing/Service Types
Repair Setup Basic Data/Repair Code Part

Associate Service Type and Service Part to Repair Part

  1. Open the Part Service Definition and Pricing window.
  2. Create a new record and use the List of Values to select your repair part.
  3. Save your record.
  4. Create a new record in the Service Types tab.
  5. Use the List of Values to pick your service type XX-ST01. Select the non-inventory sales part XX-CS-Service as the invoicing object for the service type in the Service Part field. Note that the price for XX-CS-Service is predefined to 250 in the Service Price field.
  6. Save your record.
  7. Repeat step 4-6 for the other two service types found in the table below..
Repair Part No Service Type Service Part No Service Part Description
XX-187-CS XX-ST01 XX-CS-Service Chain Saw 187 Service Part
XX-187-CS XX-ST02 XX-CS-Service Chain Saw 187 Service Part
XX-187-CS XX-ST03 XX-CS-Service Chain Saw 187 Service Part

Change Service Price

Service Type Service Part No Service Part Description Service Price
XX-ST01 XX-CS-Service Chain Saw 187 Service Part 500
XX-ST02 XX-CS-Service Chain Saw 187 Service Part 1200
XX-ST03 XX-CS-Service Chain Saw 187 Service Part 2000

Associate Repair Code to Repair Part

  1. Open Repair Setup Basic Data.
  2. Click the Repair Code Part tab.
  3. Populate or search for your first repair code.
  4. Create a new record in the table and specify your repair part, either by typing or by using the List of Values.
  5. Save your records.
  6. Repeat step 3-5 for the other two repair codes found in the table below.
Repair Code Repair Part No
XX-RCCS-1 XX-187-CS
XX-RCCS-2 XX-187-CS
XX-RCCS-3 XX-187-CS

Note: The connection can also be performed from Inventory Part/Manufacturing MRO, on the Repair Codes tab.

Associate Repair Code to Service Type

  1. Open the Part Service Definition and Pricing window.
  2. Search for your repair part.
  3. In the upper table on the Service Types tab, select the XX-ST01 service type.
  4. In the lower table on the Service Types tab, create a new record. Use the List of Values to pick the XX-RCCS-1 repair code.
  5. Save the record.
  6. Repeat step 3-5 as described in the table below.
Service Type Repair Code
XX-STO1 XX-RCCS-1
XX-STO2 XX-RCCS-2
XX-STO3 XX-RCCS-1, XX-RCCS-2. XX-RCCS-3