Maintenance Services based on combination of Costs and Sales Prices - HxGN EAM - 11.07.01 - Feature Briefs - Hexagon

HxGN EAM Contract Management

Language
English
Product
HxGN EAM
Search by Category
Feature Briefs
HxGN EAM Version
11.7.1

Work orders are executed, and the customer is billed at sales prices. There are no monthly fees, but because this is a returning customer you will sell parts at 5% discount of our list price. Exceptions are made for parts with very low margin, they still get the 5%, but the sales price will be specified on the contract to compensate for the low margin. Also work orders transactions that have no predefined sales price are still billed at cost plus a markup of 10% for all costs except for tool costs which is at 5% with a minimum of $2.50 per transaction.

Note that you cannot make an exception for materials now, because materials are either sold or not. For work orders you can do both on the same contract, sell if it references a service problem code, a PM schedule, or a standard WO, at cost if it does not. For a work order activity, you can do both as well, sell if it references a Task, at cost if it does not reference a Task. A material does not have this distinction.

For this contract, an invoice is created once a month and the first $250 dollars spent on Sales Transactions in that period are free. Because it is not sure that work must be performed, but you must be prepared to react quickly when needed, the customer has agreed pay a fixed monthly contribution of $125, regardless of the fact any work is done.

Define this contract as follows, but take into consideration that other ways may lead to the same result:

Charge Category

Subcategory

Charge Level

Invoice

Rate

Adjustments

% Before

Min.

Free Up To

WO Charges

All Costs

Transaction

Yes

10

WO Charges

Tool Costs

Transaction

Yes

5

$2.50

Sales Trans.

All Entities

Transaction

Yes

Sales Trans.

Parts

Transaction

Yes

-5

Sales Trans.

All Entities

Charge Cat.

Yes

$250

Usage Charges

Monthly Costs

Transaction

Yes

$125

Sales Prices:

Entity

Code

List Price

Contract Price

Service problem Code

SPC 1

$1500

PM Schedules

PM 1

$750

Standard WO

Std. WO 1

$600

Task

Task 1

$150

Task

Task 2

$145

Part

Part 1

$0.25

$1

Part

Part 2

$100

The following work is executed over the last month:

WO

Type

Act.

Task

Cost Type

Trans. Qty.

Trans. Price

Invoice

10000

SPC 1

01

Task 1

Part 1

10

$0.20

$1500

Part 2

2

$90

Labor

4

$100

Tool Costs

8

$25

10001

PM 1

01

Task 1

Part 1

10

$0.20

$750

Part 2

2

$90

02

None

Labor

4

$100

Tool Costs

8

$25

10002

Std. WO 1

01

Task 1

Part 1

10

$0.20

$600

Part 2

2

$90

02

None

Labor

4

$100

Tool Costs

8

$25

10003

None

01

Task 1

Part 1

10

$0.20

$150

Part 2

2

$90

02

Task 2

Labor

4

$100

$145

Tool Costs

8

$25

10004

None

01

Task 1

Part 1

10

$0.20

$150

02

Task 2

Part 2

2

$90

$145

03

None

Part 1

10

$0.20

$9.50

Part 2

2

$90

$190

Labor

4

$100

$440

Tool Costs

8

$25

$210

Tool Costs

2

$1

$2.50

Total

Sales

$3639.50

Total

WO Charge

$652.50

Invoice this month will be $4167.00:

Charge Category

Subcategory

Charge Level

Amount

Sales Transaction

All

Charge Category

$3639.50 - $250 = $3389.50

WO Charges

All

Charge Category

$652.50

Usage Charges

All

Charge Category

$125

Sales Transaction

Serv. Problem Code

Charge Subcategory

$1500

Sales Transaction

PM Schedule

Charge Subcategory

$750

Sales Transaction

Standard WO

Charge Subcategory

$600

Sales Transaction

Tasks

Charge Subcategory

$590

Sales Transaction

Parts

Charge Subcategory

$199.50

WO Charges

Labor

Charge Subcategory

$440

WO Charges

Tool Costs

Charge Subcategory

$212.50

Usage Charges

Monthly

Charge Subcategory

$125