Labor Pricing for Work Plans
This topic describes how the system calculates the billable price for Labor Work Details. The Get Price engine determines pricing based on the entitlement source, either a Product Warranty or a Service Contract, and whether the entitlement applies at the Work Plan level or the Service Product level.
For every Labor Work Detail, the Get Price engine determines:
• Entitlement source
• Coverage %
• Unit Price lookup sequence
• Pricebook resolution
• Discounts
The following scenarios illustrate how the system resolves coverage, unit price, and pricebook selection under different combinations of Work Plan and Service Product entitlement.
Scenario 1: Work Plan Has Product Warranty Entitlement
This scenario describes how pricing is determined when the Work Plan is entitled through a Product Warranty.
Coverage Source: The system retrieves the coverage percentage from the Covered Work Plan associated with the Product Warranty.
Unit Price Lookup Sequence (Service Pricebook): The system checks unit price values in the following sequence:
1. Work Plan + Part
2. Work Plan
3. Activity Type + Part
4. Activity Type
Discounts: Users may optionally apply a manual discount.
Pricebook Identification: The pricing engine follows this sequence:
• Primary Source: Use the Work Order Pricebook (determined by Org-Wide Setting SET022).
• Fallback Source: If the Work Order Pricebook is unavailable, the system defaults to the Default Pricebook (determined by Group Setting SET017).
For example, a Labor line entitled through a Work Plan Assignment under Product Warranty WN-001347 has a Work Plan unit price of 100 $, a coverage of 30% from the Covered Work Plan, and a 10% manual discount, resulting in a final billable price of 63 $.
Scenario 2: Work Plan Not Covered but Service Product Has a Product Warranty Entitlement
This scenario describes how pricing is determined when the Work Plan is not covered, but the Service Product is entitled through a Product Warranty.
Coverage Source: The system uses the Product Warranty associated with the Service Product to determine the coverage percentage.
Unit Price Lookup Sequence (Service Pricebook): The engine checks unit price values in the following sequence:
1. Activity Type + Part
2. Activity Type
Discounts : Users may optionally apply a manual discount.
Pricebook Identification : The pricing engine uses the following sequence:
• Primary Source: Use the Work Order Pricebook (determined by Org-Wide Setting SET022).
• Fallback Source: If the Work Order Pricebook is unavailable, the system defaults to the Default Pricebook (determined by Group Setting SET017).
For example, a Labor line entitled through the Service Product under Product Warranty WN-001347 uses an Activity Type + Part unit price of 110 $, applies 50% coverage from the Product Warranty and a 10% manual discount, resulting in a final billable price of 49.5 $.
Scenario 3: Work Plan Not Covered but Service Product Has a Service Contract Entitlement
This scenario explains how pricing behaves when the Work Plan is not covered, but the Service Product is entitled through a Service Contract.
Coverage Source: Coverage is not applicable for Labor lines when entitlement originates from the Service Product under a Service Contract.
Unit Price Lookup Sequence (Service Pricebook): The engine checks unit price entries in this order:
1. Activity Type + Part
2. Activity Type
Pricebook Identification Priority: The pricing engine follows this sequence:
• Primary Source: Special Labor Price defined directly on the Service Contract.
• Fallback 1: The Service Contract Pricebook (specified on the Service Contract record).
• Fallback 2: The Work Order Pricebook (configured via Org-Wide Setting SET022).
• Final Fallback: The Default Pricebook (configured via Group Setting SET017).
Discounts: Users may optionally apply a manual discount.
For example, a Labor line entitled through the Service Product under the Service Contract 10X Offer uses a Contract Special Pricing unit price of 250$, has no applicable coverage, and applies a 5% manual discount, resulting in a final billable price of 237.5 $.
Scenario 4: Work Plan Has a Service Contract Entitlement
This scenario describes how pricing is determined when the Work Plan has entitlement through a Service Contract.
Coverage Source: The system retrieves the coverage percentage from the Covered Work Plan associated with the Service Contract.
Unit Price Lookup Sequence (Service Pricebook): The system evaluates unit prices in the following sequence:
1. Work Plan + Part
2. Work Plan
3. Activity Type + Part
4. Activity Type
Pricebook Identification Priority: The pricing engine follows this sequence:
• Primary Source: The Service Contract Pricebook (specified on the Service Contract record).
• Fallback 1: The Work Order Pricebook (configured via Org-Wide Setting SET022).
• Final Fallback: The Default Pricebook (configured via Group Setting SET017).
Discounts: No discount is applied unless entered manually.
For example, a Labor line entitled through the Work Plan Assignment under the Service Contract 10X Offer uses a Service Contract Pricebook unit price of 100 $, applies 30% coverage from the Covered Work Plan, and has no discount, resulting in a final billable price of 70 $.
 | • If Work Plan–based unit prices are not available, the system uses the Activity Type price defined in the Service Contract. • The Org-wide setting SET019 determines the source of Labor pricing. By default, the system uses the Service Pricebook, but admins can change this setting to use the Parts Pricebook instead. |
For configuration details on how the system identifies the correct pricebook, see Configuration Reference for Pricebook Identification.
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