When a contract’s invoice recurrence is set to “Per preventive WO”, the contract price is invoiced for each preventive work order completed. This means contract pricing lines will be added to the preventive work orders as job part usage
Adding pricing lines to work orders can be complex in the case of single or grouped work orders. The following logic will be applied:
Single Work Orders
For single work order generated from a service model linked to a contract with invoice recurrence set to “Per preventive WO”, the contract price articles are automatically added to each work order generated from the service model. No separate invoice is created; instead, the invoice generated from each work order includes the contract price articles.
Any additional price for parts and hours added on the work order depends on the pricing strategy defined in the Contract Parts and Hours section of the contract.
The "Contract parts and hours" section in a contract allows you to define how service parts and hours are handled and billed under the contract. You can choose from several pricing strategies:
Parts and hours included: Both service parts and hours are covered by the contract price, so no additional charges for these articles will appear on invoices. So even if a technician includes parts or hours while completing the work order, their prices are automatically set to zero on the invoice because a 100% discount is applied to all parts and hours for that contract, unless specific exceptions are configured.
Parts included: Only service parts are included in the contract price; hours are billed separately. A 100% discount is applied to any parts coming from the work order to the invoice.
Hours included: Only service hours are included; parts are billed separately.
No parts or hours included: Both parts and hours are billed separately from the contract price. If a technician includes parts and hours when completing the work order, their prices will be included in the invoice generated.
Grouped Work Orders with Detailed Service Type
When the service type of the service model of a contract is set to “Detailed” and the invoice recurrence is “Per preventive WO”, the contract price articles are added only once to the first child work order of every grouped WO generated by the service model. The remaining child work orders within every grouped WO will not include the contract price.
Invoice will be generated for the first child work order after completion. Any additional parts and hours charges included during completion of the work order are included or excluded in the invoice based on the pricing strategy selected in the contract.
Even though the contract price is only on the first child WO, an invoice can still be generated for the remaining child WOs. Whether it is generated, and the price of what is included (parts and hours), depends entirely on the Contract Parts and Hours pricing strategy (described above).
Grouped Work Orders with Short Service Type
When the service type of the service model of a contract is set to “Short” and the invoice recurrence is “Per preventive WO”, the contract price articles are added to the parent work order of each grouped WO generated by the service model.
The invoice is generated after completing the parent work order and includes the contract price articles.
Any additional parts and hour charges included during completion of the parent work order are included or excluded in the invoice based on the pricing strategy selected in the contract.