Adding Parts Pricing
You can define how product prices are applied to a service contract based on a service plan by adding parts pricing separate from the Service Plan’s selected parts price book. You can do this by indicating the product, its pecific price, and currency.
You can also define how discounts are applied to products, product families, or product lines in a service plan by adding parts discounts based on the selected parts price book. For more information, see Adding Parts Discount.
To add parts 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 panel, under the Service Plan Pricing section, select Parts Pricing.
The Edit Service Plan Parts Pricing Wizard is displayed.
The Edit Service Plan Parts Pricing Wizard enables you to add and manage parts pricing for a service plan, including setting the parts price book and defining product and currency details.
In the Service Plan section, by default the name of the selected service plan is displayed in the Service Plan Name field for the service plan. This pricebook will inform parts pricing and discounting of the base price entry for a product, product line, and product family.
5. From Parts Price Book lookup field, select the appropriate parts price book.
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Ensure to create price books by clicking the App Launcher, type Price Books in the search bar, and select it from the results, and then create price book.
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6. In the Lines section, under Parts Pricing tab, click Add Parts Pricing.
The Product Lookup window is opened.
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You can only view the recently viewed product names in the Results section.
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7. In the Quick Find text box, search for the required product name, and then click Search.
8. Select one or more required product name, and then click Add.
New row(s) for the selected product(s) are created in the Parts Pricing tab.
9. Provide the part pricing line details for the fields as described in the following table.
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Field
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Description
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Product
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Displays the name of the product to which the pricing rule applies. Enter or select the required product.
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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 for the price unit.
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Price Per Unit
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Displays the unit price for the selected product. Enter the per-unit price for the product.
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Active
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Displays the activation status of the parts pricing record. By default, the Active checkbox is selected for the parts pricing record.
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To add a new row for parts pricing, select the Add Parts Pricing button and add a product. Alternatively, in the Parts Pricing tab, select the down arrow icon next to an existing parts pricing record, and then select Clone. A new row is created with cloned details from the previous row, 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 Parts Pricing page, click Quick Save.
11. To save the changes and navigate back to the Details tab, click Save.
In the Related tab of the Service Plan record page, under Parts Pricing related list, you can view all parts pricing for the selected service plan.