Adding Labor Pricing
You can define how labor charges are calculated for a service contract based on a service plan by adding labor pricing separate from the Service Plan’s selected service price book. You can do this by indicating the activity, unit rate, and currency of a labor price line. You can also configure labor or overtime rounding rules to standardize time and rate calculations.
To add labor pricing for the service plan:
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 Labor Pricing.
The Edit Service Plan Labor 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. From Service Pricebook lookup field, select the appropriate service price book for the Service Plan.
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Make sure that a service pricebook exists. For more information, see Creating a New Service Pricebook.
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In the Labor/Overtime Rounding Rules section, you can define labor time rounding rules for service activities.
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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Round Labor To Nearest (Mins)
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Displays the interval to which labor time will be rounded. Enter the number of minutes to which labor time should be rounded (for example, 15).
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Minimum Labor (Mins)
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Displays the minimum number of labor minutes billed for each activity. Enter the minimum labor minutes (for example, 30).
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Rounding Type (Labor)
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Displays the rounding rule applied to labor time. Select the rounding type.
The available options are:
• Round Up: Rounds labor time up to the next nearest interval.
• Round Down: Rounds labor time down to the previous interval.
• Actuals : Uses the exact labor time without rounding.
Select the appropriate rounding type based on how you want labor time to be calculated.
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6. In the Lines section, under Labor Pricing tab, click Add Labor Pricing.
The Activity Lookup window is opened.
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You can only view the recently viewed activity types in the Results section.
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7. In the Quick Find text box, search for the required Activity, and then click Search.
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Ensure that you have added activity type. For more information, see Creating an Activity Master.
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8. Select the required product name, and then click Add.
A new row is created in the Labor Pricing tab.
9. 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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Activity
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Displays the labor activity or task for which pricing is being configured. Enter or select the required activity.
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Activity Product
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Displays the product associated with the selected activity (if any). Enter or select the corresponding product.
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Unit
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Displays the unit of measurement for the labor rate (for example, Per Hour or Flat Rate). Enter the applicable unit of measure.
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Minimum Labor (Mins)
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Displays the minimum number of labor minutes for the selected activity. Enter the required minimum labor time.
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Regular Rate
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Displays the standard labor rate applied per unit. Enter the regular rate amount.
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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). Select the correct currency code.
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To add a new row for labor pricing, select the Add Labor Pricing button and add an activity. Alternatively, in the Labor Pricing tab, select the down arrow icon next to an existing labor pricing record, and then select Clone. A new row is created, and you can modify the details as needed.
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10. To save the changes and to stay on the Edit Service Plan Labor Pricing page, click Quick Save.
11. To save the changes and navigate back to the Details tab, click Save.
In the Related tab on the Service Plan record page, under Labor Pricing related list, you can view all labor pricing rows for the service plan.