Creating pricing schedules - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1

Create pricing schedules to define time and material calculations, work orders, custom trade rates, and part-specific charges to be associated with customers and customer contracts.

To create pricing schedules:

  1. Select Work > Asset Management Services > AMS-Pricing Schedules.

  2. Click New Record.

  3. Specify this information:

    Organization - Specify the organization to which the pricing schedule belongs if you use multi-organization security.

    Price Schedule - Specify a unique code identifying the pricing schedule and then enter a description of the pricing schedule in the adjacent field.

    Class - Specify the class of the pricing schedule. The classes shown belong to the ARR entity.

    Labor Cost % - Specify the percentage of the work order labor costs that is charged to the customer.

    Stock Items % - Specify the percentage of the work order costs for stock items that is charged to the customer.

    Hired Labor % - Specify the percentage of the work order hired labor costs that is charged to the customer.

    Direct Outs % - Specify the percentage of the work order direct material costs that is charged to the customer.

    Tool Usage % - Specify the percentage of the work order tool usage costs that is charged to the customer.

    Services % - Specify the percentage of the work order services costs that is charged to the customer.

    Additional Charge - Specify an additional fee to associate with the pricing schedule. For example, if you assess a standard trip charge regardless of the work performed, enter that amount.

    Additional Charge is not displayed if the MULTIORG installation parameter is set to YES. If you are using multi-organization security, you must add additional charges for each organization on the Additional Charges page. See Adding additional charges (MOS).

    Time Rounding (min.) - Specify the number of minutes to round charged time of booked hours. For example, a value of 15 indicates rounding to quarters of an hour.

    Minimum Time (min.) - Specify the minimum number of minutes to charge per labor booking.

    Custom Trade Rates - Select to apply a markup for specific trade rates.

    If you enter Labor Cost %, you cannot select Custom Trade Rates.

    Custom Part Charges - Select to apply part charges depending on the type of part used.

    If you enter Stock Items %, you cannot select Custom Part Charges.

  4. Click Save Record.

When you save the pricing schedule record, a record is also created on the Custom Trade Rates, Custom Part Charges, and WO Criteria pages based on the information entered for the pricing schedule.