Reprice a Service Order

You reprice Service Orders from the Service Orders tab of the Edit Event window or from the Service Orders page.  To reprice a service order from the event, follow the below steps:

  1. Click the Events link in the Main Menu.  The Events page opens.
  2. Select the event which contains the service order(s) to be repriced.
  3. Right-click and select Edit.  The Edit Event window opens.
  4. Select the Service Orders tab.
  5. Select the service order(s) to be repriced.  You can use CTRL + Click or Shift + Click to select multiple service orders.  Note that the service orders must use the same price list in order for multiple service orders to be repriced at one time.
  6. Right-click and select Tools -> Reprice/Recost Orders. The Reprice/Recost Orders window opens.
  7. Select the necessary information:
    • Reprice - If checked, the order items will be repriced using the price set on the new price list that is selected in the New Price List drop-down.
    • Recost - If checked, the order items will be recost using the cost set on the new price list that is selected in the New Price List drop-down.
    • New Price List - Select the price list to be used for the new price.  Any taxes will be recalculated based on the new price list selected.
    • Rate - Select the rate to be used for the new prices.
    • Exclude items with price/cost overrides - If checked, if an item price has been manually overridden to a different value, then it will not be included in the reprice process.  The price will remain the same as it is on the original order.
    • Keep discounts and surcharges - If checked, any discounts or surcharges that are applied to items will remain when the item is repriced. 
  8. Click the Preview button to confirm that all the items have their cost updated as expected. The Reprice Orders Preview Results screen displays the original cost and new cost for the items.
  9. On the Reprice/Recost Orders window, click OK.  The reprice process will begin. When complete, a Reprice Failed Items window will display with any items which could not be updated and the reason.  

Notes:

  • You can also use the process to update the prices on an order if the prices on a price list have been changed.  To do this, in the New Price List drop-down, select the same price list that has already been assigned to the order.  The repricing process will then use the new prices on the price list to reprice the items.
  • An item must be active and must exist on the new price list in order for it to be repriced. If the item is active but does not exist on the pricelist, a warning will show. A warning will not show for items that are not on the pricelist and are not active.
  • Cancelled and closed orders cannot be repriced.
  • If a booking order is selected, all of the other booking orders on the event must be selected as well.
  • The new price list must use the same currency as the old price list or it must be in the local currency.

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Comments

10 comments

Date Votes
  • Carol Foley

    Along these same lines is there a way to simply remove the tax from multiple service orders all at once? I do not see this as an option within the reprice or recost tool. Nor do I see this as an option on the edit multiple service orders option.

    0 upvotes

  • Patrick Tenny

    There is no edit-multiple that will remove the taxable flag on orders, but can be done individually. If resources are no longer taxable (tax schemes removed from resources), re-pricing the orders will remove the tax.

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)

    Is similar (re-pricing/re-costing) functionality available for registration orders?

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)

    I have found the "cost synchronization" window from the tools window on the price list & resource master. Both seem to do what we want from a cost point of view, but the question still remains from a price point of view?

    0 upvotes

  • Patrick Tenny

    While taxes for registration orders can be globally recalculated, Registration Pricing is set during registration configuration rather than price list and no global re-pricing functionality exists for registration orders

    0 upvotes

  • Crystal Mureta

    When I reprice an item it doesn't update the description field. Is there a way to force this to update as well?

    0 upvotes

  • Chelsea Dolman

    Hi Crystal,

    Can you please confirm where you are updating the description? Is the update on the Price List Item or on the Resource?

    If the update is on the Resource, then it possible to synchronize the description to all open Service Orders. You can find more details about that process in the Synchronize Resource Items article through this link -

    https://supportcenter.ungerboeck.com/hc/en-us/articles/204557818-Synchronize-Resource-Items.

    Please let us know how you get on.

    Many thanks,

    Chelsea

    0 upvotes

  • Crystal Mureta

    Hi Chelsea Dolman,

    Thanks for the reply! The Description was updated on the item after it was added to the Service Order. I have synchronized Resources before, but it seems that if the Description was changed after it was added to the Service Order, this causes the Resource Description's synchronization not to function.

    I have a request for repricing:

    When a Service Order is repriced it only flags items that are not on the current price list. Can this popup be updated to also flag items that are INACTIVE on the current price list? Right now, it doesn't do this. We want to be informed in both instances (if item is NOT on current price list or if item is INACTIVE on current price list).

    Thank you!

    Crystal

    1 upvotes

  • Chelsea Dolman

    Hi Crystal,

    Thanks for the clarification. I think the functionality is then working as expected, as I can imagine a lot of situations where a Service Order Item has been renamed, and the users do not want the customised description of the item to be overwritten, should there be a resource description synchronization.

    For you repricing request, can you please create a Product Idea with an example of how this currently affects your processes (i.e. xx amount of minutes of extra work, or a risk that xxx will happen)? This way the request will get through to our Product team, who can take a look at the use case and possible solution.

    Here are the steps to add a product idea:

    1. Access the Support Center (https://supportcenter.ungerboeck.com )

    2. Go to the The Community by clicking on the The Community button in the Support Center Quick-links.

    3. Click on the Product Ideas tab.

    4. Click the Enter the Forum button for the forum where you would like to add the enhancement request.

    5. Click the Create a Post in this Topic button.

    6. Complete the form and click the Submit button.

    Many thanks,

    Chelsea

    0 upvotes

  • Crystal Mureta
    • Edited

    Thanks, Chelsea. I've created a Product Idea as you suggested.

    Here's the link in case anyone else sees value in this and wants to upvote it:

    https://supportcenter.ungerboeck.com/hc/en-us/community/posts/26108368551703-Repricing-a-Service-Order-Flagging-Inactive-Items-on-Price-List

    0 upvotes

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