Customer Contracts

The Customer Contracts screen allows you to record customer contract information. It is similar in functionality to the Part Purchasing Contracts screen. You can define Start/End Dates and Contract Terms along with pricing rules for Jobs, Parts, Labor, Fixed Price Parts, and Fluids.

These Contracts are maintained to control what price certain jobs are charged at and how much parts/labour/fluids cost. This allows for all pricing aspects of a customer contract to be managed from one place.

Customer Contract pricing will supersede the global pricing rules for those combinations that have been configured at this Customer Contract level.

The Final Booking Discount field is a discount percentage to be subtracted from the whole price of a booking quote and also the price billed on a WO. This discount will apply to the total amount after any labour or part discount are already applied.

Jobs

Jobs are set here with a fixed price, which will be used for quoting on bookings and billing to the Customer. The price here supersedes the Standard Job Tech Spec price.

Parts Matrix

Any pricing rules defined here will supersede any rules on the Customer Parts Global Pricing Matrix when conflicts occur. It is assumed that only Discount % or Markup % will be entered. The system will not allow for both to be entered.

Contract pricing will be incorporated as part of the job pricing algorithm on Work Order and Work Requests when the respective WO/WR is linked to an active Customer Contract that is assigned to a Unit. (Similar to how when a part is added to a PO, M5 knows there is an active Contract to link to).

The first row will represent the Default Row, which controls what discount percentage would apply to parts if a match is not found within the pricing matrix.

Parts may qualify for more than one pricing rule (e.g. by rule for Manufacturer and by rule for Commodity Code). When this happens, the price that gets applied will be from whichever rule is highest up the list.  

Labour Matrix

The labour tab contains another matrix. Labour rates are set for combinations of Location Group and/or Location, WO Visit Reason, Asset Class and Job Visit Reason. When conflicts occur the rate highest up on the list will apply.

Fluids

The Fluids tab allows Products to be listed and given either a Price per Unit or a Markup % to distinguish from the Unit Price in Product Main. Similar to the Part Matrix tab, the system only allows for a Price Per Unit value or a Markup %, not both.

Fixed Price Parts

The Fixed Price Parts Tab will allow users to set specific prices for Parts. These prices take the highest priority and override any previous pricing rules. Parts must be designated as master part numbers. Xrefs will not be valid within fixed part price

Contract and Booking Notes

These two tabs are free-form note fields that allow you to record any additional data or information about the contract and/or booking.

Last Updated: 10/12/2017

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

Additional training and technical documents on this subject may be available in the Resource Files area.