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Service order with fixed price?

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Posted on by 15

Hello everyone,

I am stuck with the following problem: If we create a service order, our customer always pays a fixed price for the repair, so on the printed order must only appear the fixed price. But for internal analysis we want to log all used repair components in the service item worksheet too.. What is the best possible way to solve it?

Thanks a lot!

  • Suggested answer
    S.Kawamura Profile Picture
    1,524 on at
    RE: Service order with fixed price?

    Hi,

    Try to input the following in the service line. Point is to use "Consume".

    On the first line, enter the G/L account code of service revenue. Unit price value is the fixed price as you want.
    On the following line, Item or resource line as you work on service.
    pastedimage1640133120269v1.png

    Set "Qty to invoice" and "Qty to consume" like below. 1st line for fixed revenue have only "Qty to invoice", other line don't have "Qty to invoice" but have "Qty to Consume".
    pastedimage1640133435979v2.png

    Post "Ship and Invoice", then only fixed revenue will be post.
    pastedimage1640133561673v3.png

    And then, post "Ship and Consume". Check G/L entry, you will find cost of good sales is posted.
    pastedimage1640133647281v4.png

    I hope this is helpful to you.

    S.Kawamura

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Service order with fixed price?

    Hello,

    You can setup Service Pricing for the Labor and Items. You can use Service Price Adjustment. In detail Service price adjustment adjusts the price of: Service item Resource Cost on a service order After entering a service item, resource, or cost on the service item lines: 1. Enter all information regarding the costs of this item on the service lines. When the Create Service Price Adjustments function is run, the program opens a window that provides a preview of the price adjustments. 2. Make modifications if necessary. When the modifications are acknowledged, the program calculates the adjustments, and then transfers them to the service lines. 3. Post the service order.

    Depending on the type of service price adjustment, the program calculates the total amount of the adjustments in the following manner: Fixed price: A fixed price is charged for the service item, resource, or cost, regardless of the real costs or regular charges. Selecting this option means the service price adjustment results in the exact amount specified in the service price group. Maximum: An upper limit is placed on the price charged, regardless of the real costs or regular charges. Selecting this option means the service price is only adjusted if the total price exceeds the amount specified in the service price group. Minimum: A lower limit is placed on the charge to a customer, regardless of the real costs or regular charges. Selecting this option means the service price is only adjusted if the total amount is less than the amount specified on the service price group. 

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    Marco Mels Profile Picture
    on at
    RE: Service order with fixed price?

    Hello,

    If you do not get further traction from the community, feel free to raise it to Microsoft support via your partner or CSP.

    Thank you.

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