Linking Work Order Services to Resource Role Prices

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Posted on by K-R-D

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Background:

We are ready to implement F/S version 8.x.

Our field service technicians each have several different standard charge-out rates (prices), depending on which Canadian province they are dispatched to and whether they are working on a union site or a private contractor site.

My implementation:

For my testing I have set up resources and input their hourly cost on the Field Service tab of the Bookable Resource form.

I have set up a standard price list and set up role pricing in that list. I have linked role prices to the resources.

On the Work Order Bookable Resource Booking, I see nowhere to attach a role / role price for a tech so I can price services.

Results:

When I enter Work Order services I can attach a services line to a booking, but again see nowhere to assign a role / role price to that service or booking.

As a result I'm having to manually price services.

Any thoughts on what I've missed would be appreciated.

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Work Order

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K-R-D 120 on at

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RE: Linking Work Order Services to Resource Role Prices

I'm answering my own post -- after reviewing a video by the eminent guru Neil Parkhurst, I found something I missed -- role prices are for PSA, not F/S. I need to use Price List Items for F/S.