Entering Discounts Manually for Work Order Line Items
Android and iOS
The Go app enables you to enter discounts manually for the Work Order line items. You can retrieve the price based on the applied discounts on both product and labor line items.
Perform the following steps to enter the discount manually for Work Order line items.
1. Log in to the Go app with your valid credentials.
2. Open a Work Order record and tap Actions.
3. Launch the Edit SFM transaction related to the Work Order debrief.
4. Add the Part and Labor line items.
5. Edit a line item and enter the discount in the Discount % field, then tap Done. You are returned to the list of line items.
6. Tap the Get Price button. The price is considered from the configured Price Book.
7. Edit the line item to check the price in the Billable Line Price field.The billable price calculation considers the manual discount entered except when a parts discount is already configured on the service contract.
 |
The manual discount is applied only when the Code011: Advanced Get Price code snippet is configured by the administrator.
|
The following table represents the manually entered discount considerations in different scenarios related to service contracts and price books associated with the Product record.
|
Product
|
Part Pricing Configured? (Yes/No)
|
Part Discount Configured (Yes/No)
|
Manual Discount Entered? (Yes/No)
|
Manual Discount Considered? (Yes/No)
|
|---|---|---|---|---|
|
SCON-associated product
|
No
|
Yes
|
Yes
|
No (Part Discount override)
|
|
SCON-associated product
|
Yes
|
No
|
Yes
|
Yes (Manual discount override)
|
|
SCON-associated product
|
Yes
|
Yes
|
Yes
|
Yes (Manual discount override)
|
|
SCON-associated product
|
No
|
No
|
Yes
|
Yes (Manual discount override)
|
Windows
The Go app enables you to enter discounts manually for the Work Order line items. You can retrieve the price based on the applied discounts on both product and labor line items.
Perform the following steps to enter the discount manually for Work Order line items.
1. Log in to the Go app with your valid credentials.
2. Open a Work Order record and click Actions.
3. Launch the Edit SFM transaction related to the Work Order debrief.
4. Add the Part and Labor line items.
5. Edit a line item and enter the discount in the Discount % field, then click Done. You are returned to the list of line items.
6. Click the Get Price button. The price is considered from the configured Price Book.
7. Edit the line item to check the price in the Billable Line Price field.The billable price calculation considers the manual discount entered except when a parts discount is already configured on the service contract.
|
|
The manual discount is applied only when the Code011: Advanced Get Price code snippet is configured by the administrator.
|
The following table represents the manually entered discount considerations in different scenarios related to service contracts and price books associated with the Product record.
|
Product
|
Part Pricing Configured? (Yes/No)
|
Part Discount Configured (Yes/No)
|
Manual Discount Entered? (Yes/No)
|
Manual Discount Considered? (Yes/No)
|
|---|---|---|---|---|
|
SCON-associated product
|
No
|
Yes
|
Yes
|
No (Part Discount override)
|
|
SCON-associated product
|
Yes
|
No
|
Yes
|
Yes (Manual discount override)
|
|
SCON-associated product
|
Yes
|
Yes
|
Yes
|
Yes (Manual discount override)
|
|
SCON-associated product
|
No
|
No
|
Yes
|
Yes (Manual discount override)
|
Reference Topics