You change Service Order item costs using the Recost process from the Service Orders tab of the Edit Event window or the Service orders Page. To recost a service order form the Event, follow the below steps:
- Click the Events link in the main Menu. The Events page opens.
- Select the event which contains the service order(s) to be recost.
- Right click and select Edit. The Edit Event window opens.
- Select the Service Orders tab.
- Select the service order(s) to be recost. Use CTRL + Click or Shift + Click to select multiple service orders. Service orders must use the same price list in order for multiple service orders to have the cost updated at the same time.
- Right-click and select Tools -> Reprice/Recost Orders. The Reprice/Recost Orders window opens.
- Select the necessary information:
- Reprice - If checked, the order items are 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 have their cost updated 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 for the new cost. The selected price list is assigned to the order after the recost process is complete.
- Rate - Select the rate for the new costs.
- Exclude items with price/cost overrides - If checked, if an item cost has been manually overridden to a different value, then it is not included in the recost process. The cost remains the same as it is on the original order.
- Keep discounts and surcharges - If checked, any discounts or surcharges that are applied to items remain when the recost process is run.
- 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.
- On the Reprice/Recost Orders screen, click OK. The recost process begins. When complete, the Reprice Failed Items screen displays with any items which could not be updated and the reason.
Notes:
- You can also use the process to update the costs on an order if the costs 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 recost process uses the new cost on the price list to recost the items.
- An item must exist on the new price list in order for it to have the cost updated.
- The recost process cannot be used on cancelled and closed orders.
- If a booking order is selected, all of the other booking orders on the event must also be selected.
- The new price list must use the same currency as the old price list or it must be in the local currency.
Comments
4 comments
Very helpful article.
I am interested to know what happens if an item is not a part of the new price list and is copied over from the old price list.
As i have tested this, i see the old item is copied over regardless of any message or warnings that the item in the new price list does not exist. Any suggestions on how could we ensure that the items which are brought forward/repriced/recosted is from the new price list only?
0 upvotes
Hi Himanshu,
How are you creating the new price list? Can you provide me the steps you are using?
Thanks,
Maggie
0 upvotes
Hi Maggie,
An example would be copying price list from last year. Once the price list is copied, delete old item and add new items in. This is one type of process that i am using for testing.
Detailed steps:
1. Select the price list to be copied
2. Right click>copy
3. I’ll use date fields to control the price list access.
4. Include prices and notes checkbox is checked.
5. Ok and new price list will be created.
Further steps to clean up will be
6. Select the items that are not required in the current price list and add new items with prices.
Let me know if i’ve missed out on anything. Thanks in advance.
Himanshu
0 upvotes
Hi Himanshu,
The recost/reprice process doesn't change any of the items on the order but only updates the price and/or cost of the items and assigns the new price list to the order. There is a screen after the recost/reprice order process that lists all the items that were not updated and the reason. You could use that list to go back and update the order items to remove or update the ones that are no longer on the new price list.
Thanks,
Maggie
0 upvotes
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