Use the View Costs and Prices dialog box to view the following information for a ticket, its activities, and its child activities:
costs and prices for labor, material, service, and tool transactions reported on activities.
costs and prices for labor transactions reported for the ticket.
prices for fees and charges applied to the ticket or its activities.
totals including an estimated total bill price
Prices typically are calculated by marking up actual costs with the applied price schedule.
You also enter or view a customer PO number for this ticket.
View costs and prices for tickets in the following applications: Service Requests (SP), Incidents (SP), and Problems (SP).
Display the record for which you want to view costs and prices.
From the Select Action menu, select View Costs and Prices.
View cost and price information in the dialog box. More details on information you view are shown in the following section.
In the Customer PO Number field, add a customer PO number if needed.
Click OK to close the dialog box.
Totals table
In the Totals table window, you see cost and price data for the ticket and its activities. See the following field descriptions.
Resource—Source for the total cost or price information
Estimated Cost—The estimated total costs for planned labor, materials, services, and tools on activities.
Estimated Price—The estimated prices for planned labor, materials, services, tools, and fees and charges on activities. The differences between costs and prices come from an applied price schedule with pricing rules, such as rules for markups and fees. A planned fee also can be added to an activity. The fee displays as an estimated fee price with a zero estimated cost.
Actual Cost—The actual total costs for labor, materials, services, and tools on the ticket and activities. Labor and service actual costs include unapproved transactions.
Actual Price—The actual prices for labor, materials, services, tools, and fees and charges on the ticket and activities. The differences between costs and prices come from an applied price schedule with pricing rules, such as rules for markups and fees. Unapproved labor and service transactions are included in the price. This provides information about the probable total bill price.
Total Bill Price—The total of actual prices.
View Hierarchy Grand Totals table
In the View Hierarchy Grand Totals table window, you see cost and price data for the ticket, its activities, tasks of the activities, and all child activities below it in the hierarchy. See the previous section for explanations of the column headings.
Pricing Agreements section
Customer PO Required?—Is a customer purchase order required for the ticket?
Customer PO Number—View or enter a customer PO number.
Notify if Price Exceeds—The maximum price that should be charged for the ticket. Notify the customer if the price exceeds the amount.