Initiating Price Calculation
Run Get Price on a Work Order to calculate the total billable price for Work Detail lines. The pricing engine evaluates Work Plan Assignment, Service Product, and Work Order entitlements in sequence, applies the matching coverage and pricing, and records the source details in the Billing Information field.
You can initiate a price calculation for a Work Order using Get Price button on an OOTB SFM, Manage Work Order Lines - Usage. This operation calculates the total billable price for the Work Detail Line items.
The pricing engine evaluates coverage and entitlement in the following order:
1. The system begins the coverage check with the Work Plan Assignment whenever the Work Detail has both a Work Plan Assignment and a Service Product populated.
2. The system applies Work Plan–based pricing to any Work Detail entitled through the Work Plan Assignment.
3. The system uses fallback logic for any Work Detail whose Work Plan Assignment is not entitled, has no coverage, or is blank. The Advanced Get Price code snippet (Code011) then identifies whether the Service Product is entitled and applies the applicable coverage and pricing, if available.
4. The system applies Work Order–level entitlement, if available, to any line whose Service Product is not entitled.
The pricing engine applies the coverage percentages (parts, labor, and expense) defined on an included service to any Work Detail line entitled by that service from a Service Contract. For more information, see Included Services for Product Service Lines.
To launch Get Price:
1. From the Home page, open a Work Order record.
2. Go to the Details tab and click the Manage Work Order Lines - Usage SFM.
The Manage Work Order Lines - Usage page is displayed.
3. Click Get Price.
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The pricing engine reads price book information from the Work Order's price book fields whenever those fields are included on the Manage Work Order Lines – Usage SFM page layout during Get Price.
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Running Get Price with the Advanced Get Price action (Code011) auto-populates the Billing Information field on the Work Detail page with additional pricing and coverage details. In the Billing Information field, a semicolon separates the source type from its specific value. The field displays the following values:
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Field
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Description
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Line Type
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The type of debrief line. For example, Part, Labor, or Expense.
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Entitlement
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The entitlement source and the contract name. For example, Service Contract ; Platinum SCON.
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Entitled Record
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Indicates whether the line is entitled at the PS line level or at the Work Order level. For example, Product Serviced for PS line-level entitlement, or Work Order for Work Order-level entitlement.
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Unit Price Source
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The pricing source from the Service Contract. For example, Service Contract Special Pricing: 800 USD Per Unit.
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Coverage Source
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Identifies where the coverage originates and the coverage percentage applied to the line. For example, Service Contract ; 80% indicates that the Service Contract covers 80% of the line cost.
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Discount Source
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The discount applied to the line and its origin. For example, Contract Discount ; 10%, or Not Entered when no discount is applied.
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The following images show the Billing Information for Work Detail lines entitled by an included service from a Service Contract.
PS line-level entitlement
Work Order-level entitlement
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