Labor Pricing Calculation with Work Order Assigned Pricebook
The code snippet Code011: Advanced Get Price can retrieve pricing from a specified Service Pricebook that is defined via a custom field on the Work Order. This extends the existing Get Price logic, which previously could only use the org-wide service Pricebook if no Service Contract with a service Pricebook was associated with the Work Order. With this enhancement, labor pricing can now be generated based on a custom lookup field on the Work Order record, where a service Pricebook is defined.
Code011 Labor Pricing Evaluation
When a Work Detail line is Line Type = Labor and the Work Order includes a Work Plan Assignment (WPA) that is entitled by a Service Contract, Code011 determines the billable labor amount using the applicable Service Pricebook and the coverage rules defined in the Covered Work Plan.
From the Work Detail line, Code011 retrieves:
• Work Plan (via the WPA)
• Part
• Activity Type
The global setting SET019 identifies the Service Pricebook group used for evaluating labor pricing.
Selecting the Service Pricebook
Code011 identifies the Service Pricebook using the following precedence:
1. Service Contract Pricebook: Used when a pricebook is defined on the Service Contract.
2. Work Order Custom Pricebook: If the Service Contract does not define a pricebook, Code011 uses the Service Pricebook selected on the Work Order. This lookup is configured through SET022.
3. Default Labor Pricebook: If neither the Service Contract nor the Work Order provides a pricebook, Code011 uses the default labor pricebook defined in SET017.
Determining the Labor Unit Price
After selecting the Service Pricebook, Code011 searches for a matching unit price in the following order:
1. Work Plan + Part
2. Work Plan
3. Activity + Part
4. Activity
The first matching entry found in this sequence is used as the labor unit price.
Applying Work Plan Coverage
If the labor line is entitled by a Work Plan Assignment, Code011 retrieves the Labor Coverage % from the Covered Work Plan and applies it to the unit price.
Final Billable Price = Unit Price × (100% − Labor Coverage %)
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When the Work Detail line is entitled by a Work Plan Assignment (WPA), the included service coverage % will not be applied. Only the Labor Coverage % from the entitled Work Plan is used.
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Examples
Example 1: Work Plan price match found
In this scenario, the labor line uses Work Plan associated with the Work plan assignment, and the Service Pricebook contains a price entry that matches the Work Plan.
• Code011 searches the Service Pricebook in the sequence: Work Plan & Part → Work Plan → Activity & Part → Activity
• A matching Work Plan entry is found first.
• Unit Price retrieved: $50
• The Covered Work Plan defines Labor Coverage = 90%, meaning the customer is billed for only 10% of the labor cost.
Final Billable Price: $50 × 10% = $5
Example 2: Work Plan + Part price match found
In this scenario, the labor line has Work Plan Assignment and Part populated. The Service Pricebook contains a specific entry that matches Work Plan + Part, which appears earlier in the lookup sequence.
• Code011 searches in the required order and finds a match for: Work Plan + Part
• Unit Price retrieved from this combined entry: $80
• Labor Coverage from the Covered Work Plan remains 90%, so the customer is billed for 10% of the cost.
Final Billable Price: $80 × 10% = $10
Example 3: Falling back to Activity-level pricing
In this scenario, the Service Pricebook does not contain specific matches for the Work Plan + Part combinations.
Code011 searches the pricebook in order:
1. Work Plan + Part → not found
2. Work Plan → not found
3. Activity + Part → not found
4. Activity → found
The Activity-only entry Calibration is found and used as the unit price source.
• Unit Price retrieved: $80
• Labor Coverage from the Covered Work Plan: 90% (customer pays 10%)
Final Billable Price: $80 × 10% = $8
Configuring the Work Order Pricebook Lookup
To enable this functionality, the administrator must configure a custom field and define a global setting in the ServiceMax Setup.
To enable Get Price for the price book in a custom field on the Work Order:
1. Create a custom service pricebook of the type lookup field in the Work Order object.
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You can skip this step if the custom lookup field is already created.
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2. Edit the global setting SET022 - Get Price to Acknowledge Custom Lookup for Service Pricebook on WO (Module: Work Order; Sub-Module: Create Work Order Lines VF).
3. Update the setting SET022 with the API name of the custom service pricebook lookup field configured in step 1.
4. Click Save.