Define maintenance customer order line discount

This document explains how you define a discount for a maintenance customer order line. The discount can be expressed as a percentage at the transaction level or as a percentage or fixed amount at the fixed price level.

Use this instruction when you want to give the customer a discount on a fixed price or on one or more transaction types within a service. The different service transaction types for which a discount can be defined are labor, material, subcontracting costs, and any miscellaneous costs.

Material discount can be defined in the discount model on the agreement, or on the maintenance customer order.

Outcome

A discount is defined per transaction type or for a fixed price for a selected maintenance customer order line.

Uses

When a discount is defined, the customer receives the defined discount on the jobs for which a discount is defined.

How the system is affected

Information about maintenance customer order line discount is stored in Order line discount (ACUORN).

Before you start

  • The starting conditions listed in Creating a Maintenance Customer Order must be met.
  • A maintenance customer order header must exist in 'Maintenance CO. Open Toolbox' (COS280) or 'Maintenance Customer Orders. Open' (COS100).
  • At least one maintenance customer order line must be defined in 'Maintenance Customer Orders. Open Line' (COS101).

Follow these steps

  1. Start (COS280/B) or (COS100/B).

  2. Select an appropriate sorting order to identify the appropriate order.

  3. Select the appropriate order and select related option 11='MCO Lines' to display (COS101).

  4. Another option is to start (COS281/B) and call discounts.

Specify customer order line discount

  1. Select the customer order line for which you want to specify a discount and select related option 32='Discount' to display 'Maint CO. Enter Order Line Discount' (COS118).

  2. Select 'New Record' to display the E panel.

  3. Specify the discount. The discount can be expressed as a percentage at the transaction level or as a percentage or fixed amount at the fixed price level. Press Enter to finish.

    Note: If you define a discount on both the maintenance agreement level and the maintenance customer order level, the discount on the customer order overrides the discount specified on the maintenance agreement.
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