Billing Code

Specify the method used to determine the amount to bill for SRO material and labor transactions. The default billing code value is specified on the Service Parameters form. Select one of these options:

  • Contract: The SRO is part of a contract and transactions are not charged to the customer. The default rate is 0.
  • No Charge: The default rate is 0.
  • Warranty: The SRO is associated with a unit that is under warranty.

    For service order operations, the warranty type of the unit determines billing:

    • If the warranty type is user, the transaction is not charged and no service order operation billing customer is populated.
    • If the warranty type is vendor, the billing customer associated with the unit's vendor is used as the service order operation billing customer.
    • If the warranty type is manufacturer, the billing customer associated with the unit's manufacturer is used as the service order operation billing customer.
    • If both vendor and manufacturer warranties are present, then the type with an earlier start date is used.

    For service order transactions, the warranty billing code creates these defaults:

    • Transaction price is defaulted to zero if there is no active warranty type of vendor or manufacturer.
    • If there is an active warranty type of vendor or manufacturer, then the transaction price default uses the list billing code rate. This is done so that the transaction can be billed to the Customer Billing Override specified on the Service Order Operations form.

    Warranty types are set on the Warranty Codes form.

  • Recover: The default rate equals the cost of the transaction.
    Note: When integrated to SX.e and the billing code for service orders is set to Recover, instead of the journal cost, the replacement cost from SX.e is used as the price for service order transactions.

    To use this feature, select the Use Replacement Cost For Recover Billing Code option on the SX.e BODs tab on the Integration Parameters form.

  • List: The rate for material transactions is determined by the customer/item pricing logic. The rate for labor transactions is determined with the service pricing routine.
  • Custom: Use this option if you plan to develop your own algorithm to calculate billing rates. The system calls a stored procedure that you can modify to include custom calculations that determine the proper billing amount. Depending on the type of SRO transaction (Material, Labor, or Miscellaneous), you must modify one of the stored procedures.