Purchase Order Pricing
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Overview
Purchase Order Pricing allows your Organization to base the Price of Equipment from within CustomerCenter or the Service Desk on criteria from Purchase Orders rather than the Default Charges for that Equipment. This adds flexibility to the cost of Equipment through CustomerCenter or the Service Desk without manually updating the Charges in the Equipment Catalogs.
When Purchase Order Pricing is enabled, new fields will appear on the Default Charges tab of the Equipment Catalog.
“PO Pricing Eligible”
Default Non-Recuring Equipment Charges allowing Overrides are considered Purchase Order Pricing Eligible.
If a Default Charge is not a Non-Recurring Charge or does not allow Overrides, it is not considered Purchase Order Pricing Eligible.
“PO Pricing Enabled”
Default Charges that are Purchase Order Pricing Eligible can be made individually to have Purchase Order Pricing enabled or disabled. This is useful if your Organisation wishes to use Purchase Order Pricing selectively while still being able to default to standard Pricing when desired.
Purchase Order Pricing Criteria
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Purchase Order Selection
ALL
When All is selected, the application will use all possible Purchase Orders to determine the Purchase Order Pricing.
LAST
When Last is selected, the application will be the last Purchase Order for that Equipment to determine the Purchase Order Pricing.
LAST OR SPECIFIC
When Last or Specific is selected, the application will use the last Purchase Order for that Equipment and a Specific Purchase Order to determine the Purchase Order Pricing.
SPECIFIC
When Specific is selected, the application will use a Specific Purchase Order for that Equipment to determine the Purchase Order Pricing.
OFF
When Off is selected, the application will not use Purchase Order Pricing.
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Pricing Selection
HIGHEST
When the highest is selected, the purchase order pricing will be for the highest-cost piece of equipment from the desired purchase order.
AVERAGE
When the Average is selected, the Purchase Order Pricing will be for the average piece of Equipment from all such pieces on the desired Purchase Order.
LOWEST
When the Lowest option is selected, the Purchase Order Pricing will be for the lowest-cost piece of Equipment in the desired Purchase Order.
Markups
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PERCENT
Percentage Markups, if any, are applied first. If your Organisation does not wish to use a Percentage Markup, it is recommended that they define a 0% markup so that any Flat Rate Markup is not inflated.
FLAT RATE
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is an alternate way to charge for Equipment on Service Desk items. Normally the Equipment cost will be calculated from the default charges on that Equipment’s catalog. Purchase Order Pricing will override this default pricing with a charge amount based on the Purchase Price from a Purchase Order(s). There are a number of options to determine how the pricing is calculated and how a Purchase Order is selected defined below.
At a minimum, to get started using Purchase Order Pricing, a tenant configuration will need to be set up and an applicable Equipment Catalog Default Charge will need to be flagged to use Purchase Order Pricing.
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Tenant Configuration
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On the Tenant Form, there is a tab called “Purchase Order Pricing”. By default, the Purchase Order Pricing feature will be off. When off, the expanded functionality described on this page will not be available. Notable changes include:
SelectionsThere are two main tenant configurations when it comes to Purchase Order Pricing. Purchase Order SelectionThe Purchase Order Selection determines the process in which a Purchase Order(s) is selected to be used for Purchase Order Pricing. The following options are available:
Pricing SelectionThe Pricing Selection determines how the charge cost will be calculated. This feature is useful if there are multiple orders of the same equipment type on a Purchase Order with different Purchase Prices or multiple Purchase Orders are selected i.e. using Purchase Order Selection: All.
MarkupsPurchase Order Pricing markups defined on the tenant are default placeholder values that will be used to pre-populate the Purchase Order Pricing markups fields in other areas of the application when they have not yet been defined. These markups will be applied to the Purchase Order Pricing cost after it has been calculated. Markup types ‘Either’, ‘neither’, or ‘both’ may be used. Markups are applied in the following order:
Percent Markup
The percent markup is an additional cost applied to the Equipment cost after Purchase Order Pricing has been calculated. The additional cost is calculated as a percentage of the Purchase Order Pricing. For example, if the Purchase Order Pricing is $50 and the percent markup is 20%, the total Purchase Order Pricing will be $60. Flat Rate Markup
The flat rate markup is an additional cost applied to the Equipment cost after Purchase Order Pricing has been calculated. The additional cost is a raw amount with no calculation applied. For example, if the Purchase Order Pricing is $50 and the flat rate markup is $5, the total Purchase Order Pricing will be $55. |
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Equipment Catalog Default Charges
In order for the application to know which charge to apply Purchase Order Pricing to, a charge must be enabled for Purchase Order Pricing. Only one charge per catalog may be enabled for Purchase Order Pricing at a time. In order for the charge to be eligible for Purchase Order Pricing the charge catalog must have the following properties:
Charge Type is Nonrecurring
Override Amount is allowed
When these criteria are met, additional fields will be available on the Equipment Catalog Default Charge form.
Enable
When not checked, the charge will behave and be applied as normal.
When checked, the charge will be marked for Purchase Order Pricing. The override amount will be cleared and disabled.
Markup Percent
Markup Flat Rate
Using Specific Purchase Orders
When using a Purchase Order Selection configuration that contains the Specific option additional fields can be found in the application. Other Purchase Order Selection options will not have these additional fields.
Service Desk items and Purchase Orders will have pickers to associate relations between them. When a Service Desk item has an associated Purchase Order defined it will auto-populate the Purchase Order field on the Service Desk Equipment form but will not be restricted to only that Purchase Order.
FAQ / Tips-n-Tricks
How do I know if a charge amount was calculated using Purchase Order Pricing? / How can I see what the Purchase Order Pricing amount and markups were at the time of calculation?
On the Charges tab of the Service Desk item there is a grid column called “Source Description”. The column will contain details in regards to how the charge is being calculated.
Purchase Order Pricing was applied correctly but a custom cost is needed for this instance.
Purchase Order Pricing is applied as an override amount to the charge for that item. It can be edited to the desired override amount just like any other Service Desk charge would be as long as it is in a state that allows modifications.
Inventory Fulfillment and Exact Pricing.
When using the Exact Pricing Selection configuration and inventory fulfillment the Purchase Order Pricing cost will not be determined until a piece of equipment is selected. Other configurations and using/not using inventory fulfillment will have the Purchase Order Pricing applied immediately.