Service Manager powered by HEAT

Working with Price Lists

•About Price Lists

•Creating a Price List Item

•Creating a Price Variance

•Adding Prices to a Request Offering

•Modifying a Price Variance

About Price Lists

The Price List workspace allows you to set different prices for services based on the regional settings for a user. You can define prices for all items (including services and subscriptions) within a single global list.

This feature is only enabled when you select Use Price List from a request offering. See About Request Offerings.

Creating a Price List Item

1.Log into the Service Desk Console.

2.Open the Price List workspace. The lists of prices appears.

3.From the toolbar, click New Price List Item. A blank Price List Item form appears.

4.Enter information into the fields.

Field	Description
Enabled	Enables the price variance feature for this item.
Item Name	A unique name for the item.
Item Revision	Optional. A revision code indicating the item version.
Type	The type. Choose from the drop-down list. Personal Hardware: Use for personal hardware, such as phones or computers. Network Hardware: Use for network hardware, such as cables or printers. Subscription: Use for recurring prices. Software License: Use for software purchases. Service: Use for services, such as shipping. Facility: Use for services provided on the customer's site. Allocation: Use to track time (cost) of a specific task.
Recurrence Type	The recurrence type. Choose from the drop-down list: None Monthly Yearly
Price	The price value and currency type. The price is the amount charged to the customer or end user. When linking the price to a custom business object, ensure that the business object is linked to FRS_PriceItem.
Cost	The cost number and currency type. Cost is the value incurred by the service provider.
Unit of Measure	Days, hours, minutes, or years. Choose from the drop-down list
Description	A brief description describing the item.
Vendor	Choose from the drop-down list. See Service Manager powered by HEAT.
Cost Driver	Click the search icon to view a list of cost drivers.
Cost Driver Category	Choose from the drop-down list. See Creating a Cost Driver.
Direct, Fixed, Capital Expense	Check the box to select this option.

5. Click Save.

Creating a Price Variance

Price variance allows you to offer service items at comparable prices based on the location settings of a user as defined in their employee record. The Service Catalog automatically shows the regional-specific pricing when the request is ordered.

The default price defined in the Price Item window automatically appears in the Price list. You can add as many variances as you need.

1.Log into the Service Desk Console.

2.Open the Price List workspace. The list of price items appears.

3.Open a Price Item record.

4.Under the Price tab, click New Price Variance. The New Price Variance window appears.

New Price Variance Window

5.Enter information into the fields.

Field	Description
Enabled	Enables the price variance feature. (You must also check Enabled in the Price Item window.
Price	The price number and currency type.
Cost	The cost number and currency type.
Region	The applicable region for this price. Choose from the drop-down list. Regions are defined in the Location workspace. Users only see the appropriate prices for their location.
Comments	A brief description of this price.

6.Click Save. The price appears in the list under the Price tab.

7.Repeat to add more variances. After you have defined the price variances, you can link price items enabling you to use the same price parameters for multiple items.

8.Within a Price Item record under the Price tab, click Link. A list of all defined prices appears.

9.Select a variance from the list, then click Select. To add a variance to the list, click Add. Define the variance as described above.

10.Repeat as needed to add more price variances.

11.Click Save.

Adding Prices to a Request Offering

1.When defining a request offering (either new request offering or new form offering), check Use Price List. Enable Financial Transaction also becomes checked.

The Use Price List option tells the application to use the Price List workspace to obtain prices for your request offering options. The Enable Financial Transaction option saves a log of transactions that occur from end users.

Request Offering - Use Price List

2.Click Add from Price List. The Select Price List Items window appears. This adds a base price to your request offering.

Select Price List Items

3.Choose an item from the list, then click Select. Repeat as needed to add more base items.

4.Click the Design Request Form tab. The request form appears.

5.Click the edit icon next to the field for which to designate a price. The Configuration Editor appears.

6.Designate the prices.

•If the field is a checkbox control, expand the Field Options area.

Field	Description
Indent this field on the form	Shows the checkbox indented on the form to users.
Price	The price.
Recurrent Price	The recurrent price.

•If the field is a drop-down selection control, expand the Price List area.

7.Do one of the following:

•Click Custom, then click the add icon to add items and prices to the list. Use this option to create an ad-hoc list.

Configuration Editor - Custom Pick List

•Click Validation List to define the validation list items. Use this option to create a validation or cascading validation list.

Configuration Editor - Validation List

Field	Description
Validation List to Use	A validation list. Choose from the drop-down list. The validation list must be defined in the business object before it appears here.
Exclude items with no price	Does not include items without a price in the list that appears to users.
Price Field	The field that reflects the initial or base price.
Recurring Price Field	The field that reflects the recurring price.
Title Field	The field that shows the item title.
Cascading Validation Definition	Includes a cascading validation list. See Using Pick Lists for instructions on how to use this feature.
Additional Fields	Additional business objects and fields used when creating a cascading validation definition. This section serves as a filter for the validation list. See Using Pick Lists for instructions on how to use this feature.

8.Click OK.

9.Continue editing the service request offering as described in Working with Request Offerings.

Modifying a Price Variance

Modifying a price variance applies to new requests and does not affect older linked records.

1.Double-click the price variance to modify. The Edit Price Variance window appears.

2.Change the values as needed.

3.Click Save.