Pricing Exception Report
The Pricing Exception Report tracks all changes to the pricing information of parts and labor posted to closed repair orders.
Parts and labor with package pricing are excluded from the Pricing Exception Report.
Running the Pricing Exception Report
The Pricing Exception Report is listed in Sales Reports.
To Run the Pricing Exception Report
Complete these steps:
- Open the Reporting module, and click the Sales Reports toolbar button
. - Scroll to the bottom of the Sales Reports list.
- Select the Pricing Exception Report.
- Select the Date Range.
- Select the Profit Center condition.
- Select the Service Writer condition. If you choose all service writers, the report has a section for each service writer.
- All Labor Categories are selected.
- Check or uncheck Include Changes on Labor Reports.
- Click Print to run the report.
- On the printing window, select the output method: Printer, Screen, or PDF.
- Click OK to run the report.
Pricing Exception Report Sample
The following report sample shows parts and labor.
Data on the Pricing Exception Report
The Pricing Exception Report is grouped by service writer.
- Each service writer section contains a subtotal for the service writer.
- A Grand Total for all service writers is the last line at the very end of the report.
Parts
For parts, the Part Number column displays the part number and the Cat∕Op column is blank.
The Stock column indicates what kind of part this is:
- N for non-stock
- S for Stock
Labor
For labor, the Cat∕Op column displays the category code∕labor operation code and the Part Number column is blank.
Lock Indicator
The Lock column displays the lock type applied to the part or labor:
- U for unlocked (applies to internal parts and labor)
- L for locked (applies to internal parts and labor)
- LM for locked with price minimum (applies to internal parts and labor)
- E for external lock
If the Lock column is blank, the part or labor was not locked when the pricing information was changed.
A legend explaining these indicators appears in the footer of the report.
Price Information
The Posted Price is the original price of the labor or part when it was first posted to the ticket.
The Sold Price is the final price charged to the customer.
Differences
In the Diff columns, the values are color-coded to indicate differences between the sold and posted prices:
- Values inside parentheses and red indicate that the sold price was less than the posted price.
- Values in green indicate that the sold price was higher than the posted price.