Adding Expense Pricing
You can define how expense costs are calculated for a service contract based on a service plan by adding expense pricing based on the selected expense type, rate type, rate amount, and currency. Expense pricing helps standardize how expenses are billed across different service activities.
To add expense pricing:
1. Go to ServiceMax Setup > Warranties & Service Contracts > Service Plans.
The Service Plans page is displayed. By default, the Service Plans page displays only recently viewed service plans.
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Alternatively, access the Service Plans page by clicking the App Launcher, typing Service Plans in the search bar, and selecting it from the results.
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2. To view all service plans, click All Service Plans from the list view dropdown.
3. In the Service Plan Name column, select the required service plan name.
The selected Service Plan record page is displayed.
4. In the Service Flow Wizard, under the Service Plan Pricing section, select Expense Pricing.
The Edit Service Plan Expense Pricing Wizard is displayed.
In the Service Plan section, by default the name of the selected service plan is displayed in the Service Plan Name field.
5. In the Lines section, under Expense Pricing tab, click Add Expense Pricing.
A new row is created in the Expense Pricing tab.
6. Provide the details for the fields as described in the following table.
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Field
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Description
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Expense Type
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Displays the type of expense for which the pricing rule applies (for example, Travel, Meals, or Lodging). Select or enter the required expense type.
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Rate Type
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Displays the method used to calculate the expense rate. The available options are:
• Flat Rate: Applies a fixed amount to the expense type.
• Markup %: Applies a markup percentage over the base cost.
• Per Unit: Applies the rate based on quantity or unit of measure.
• Actuals: Uses the actual expense cost without adjustment.
• Discount %: Applies a percentage-based discount to the total expense.
Select the appropriate rate type from the list.
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Rate
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Displays the expense rate amount applied to the selected expense type. Enter the applicable rate value based on the chosen rate type.
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Currency ISO Code
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Displays the currency code for the rate (for example, Australian Dollar, U.S Dollar). Enter the rate amount. Select the correct currency code.
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To add a new row for expense pricing, select Add Expense Pricing. A new row is added automatically. Alternatively, in the Expense Pricing tab, select the down arrow icon next to an existing record, and then select Clone. A new row appears, and you can modify the details as needed.
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7. To save the changes and to stay on the Edit Service Plan Expense Pricing page, click Quick Save.
8. To save the changes and navigate back to the Details tab, click Save.
In the Related tab of the Service Plan record page, under Expense Pricing related list, you can view all expense pricing for the service plan.