Schedule
Cost/Price Schedules associate country and currency information to things such as Part prices, Service Contracts, and Price Books. At least one active Price Schedule must be setup for billing.
Steps:
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Click on Schedule tab and then click
Add Schedule. -
In the New Schedule screen, and in the Schedule Title* field, enter the title for new schedule.
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In the Schedule Net field, enter the amount for the new schedule.
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From the Bill-To Site ID* lookup, select the desired site to which you want to associate current schedule. The page automatically retrieves the site name and the associated address details.
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From the Price Schedule dropdown list, select the desired price schedule that you want to associate to the selected site.
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From the Ownership dropdown list, select the option based on who holds the ownership of the schedule.
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From the Minimum Billing lookup, select the desired minimum billing so that you can apply minimum charge to the job regardless of the time actually spent working.
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From the Rollup Setting lookup, select the desired rollup setting so that the billing will be consolidated accordingly.
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From the Volume Discount lookup, select the desired volume discount so that the discount would be applied accordingly.
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In the Attention field, enter any important details that needs to be noticed.
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On the header, and from the Save dropdown list select:
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Save and View to save and view the schedule. -
Save and New to save the schedule and open a schedule form to create a new schedule.
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Cancel to cancel current schedule.
