Miscellaneous Cost Registration

Background

Technicians in the field have a requirement to receive default miscellaneous cost lines in their reporting tools to support their miscellaneous cost reporting.

Setup

Select setting MIMA=1 (miscellaneous cost items) in field '49 (MIMA)' in 'Settings – Maintenance 1' (CRS788).

0. Create miscellaneous cost items in 'Item. Open' (MMS001). The items must be non-stocked and have a non-material item category. The non-material type must be set to 6 (Expense).

1. Default miscellaneous costs are predefined in 'Product. Connect Materials/Operations' (PDS002), 'Service Revision. Connect Operation and Materials' (ECS312), 'Work Request. Open Line' (MOS171), and 'Work Order. Open Line' (MOS101) by creating material lines for the miscellaneous cost items.

Misc cost on MCO quotations

After an MCO line for a service is created with predefined miscellaneous costs, a quotation can be created. The information for the quotation for misc cost items is retrieved from (PDS002), (MOS171), or (MOS101) depending on how far the order has been processed when the quotation is created.

Follow these steps to register misc cost

1. Start (COS155).

2. Select sorting order. You can use quick entry (open subfile) or detailed entry (panel E) registration. Sorting orders 1-50 are for quick entry registration and sorting orders 51-99 for detailed entry registration.

3. If misc cost items are created in (MOS101), they must be imported to (COS155). To do this, populate the work order number in the 'Rtrv WO misc' field and press the Retrieve key. Note that this field is not a filter field and is visible across all sorting orders, allowing you to retrieve miscellaneous cost records. If misc cost items are manually created in (COS155), the records in (MOS101) are automatically created from (COS155).

4. Define the order category by assigning the value 6='WO' or 7='standalone MCO'. Add the reference order, reference order line, and the miscellaneous cost type.

5. Press Enter. The program retrieves the price and cost according to miscellaneous price and cost origin sequences on the agreement and default values from 'Cost Type. Open for Miscellaneous Costs' (COS160). You can also set the price and cost manually with the 'Manual update flag' field set to 1. The service manager is to be retrieved from the employee.

6. Press Enter to save.

   The status is now 10 = Preliminary.

Follow these steps to confirm and approve or reject misc cost

1. In (COS155), select related option 21='Confirm'.

   If a mandatory approval is defined in (COS160), the misc cost line is updated to 20 = Approve' and requires approval before it is transferred to the invoice specification.

2. To approve the transaction, select related option 22='Approve'.

3. To reject the status 20 transaction, select related option 23='Reverse to reporter'. The status is set to 15 = Reversed and the misc cost transaction must be corrected and confirmed once again for approval.

   If a mandatory approval is not required for the cost type, or the misc cost has been manually approved, the status is updated to 30 and transferred to the invoice specification. Status 90 indicates that the misc cost type has been transferred to the invoice specification.

Misc cost status descriptions

Misc cost type as item