Maintain Cost Sheet

Select the “Maintain Cost Sheet” activity under the “Sales of Services” business component.

The “Maintain Cost Sheet” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

In the header the mandatory fields are represented as bold and in the multiline the mandatory columns are either bold or displayed in a color other than black.

The system displays the following :

Workflow Status

The status of the document as per Workflow Applicability. The Workflow status will be visible only if "Workflow Applicability" for the transaction is set to "Yes" in Company Parameter Setup component.

The system displays the following in the “Cost Sheet Details” group box:

Status

The status of the cost sheet.

Note: The status of the cost sheet will be “Draft”, “Fresh”, “Deleted”, “Authorized”, “Under Amendment”, “Amended”, “Contracted” and “Cancelled”.

Enter the following in the “Cost Sheet Details” group box:

Cost Sheet No.	The number identifying the cost sheet .
Amendment No.	The amendment number of the cost sheet. The system displays the latest amendment number by default. The amendment number is zero, if the cost sheet is new. For every amendment, the value is incremented by one.
Numbering Type	Use the drop-down list box to select the numbering type of the service contract. If the Numbering series is manual, then the contract number should be “Mandatory”. If set as any other predefined series, the system would generate the unique contract number. Numbering type is defined for Service contract in Inventory & PICC process.
Cost Sheet Date	The date on which the cost sheet is generated . If RFQ/Opportunity is referred then cost sheet date cannot be earlier than RFQ/Opportunity date else system throws an error message.
Opportunity No.	The unique number identifying the opportunity . If the opportunity number does not exist in the Lead Management in authorized status, then the system throws an error message.
RFQ No.	The unique number identifying the RFQ .
Customer Code	The code identifying the customer.

The system displays the following in the “Cost Sheet Details” group box:

Customer Name

The name of the customer for the given customer code.

Enter the following in the “Cost Sheet Details” group box:

Contract Type	Use the drop-down list box to select the type of the contract used.
Reason Code	The code identifying the reason for cancellation .This field is mandatory, if the cost sheet is cancelled.
Reason Description	The detailed description of the reason code.

Enter the following in the “Cost Sheet Details” group box:

Currency

Use the drop-down to select the currency for the cost sheet .The combo is loaded with the currency defined for that company. The system displays base currency by default.

Sales Person

The code identifying the sales person.

Help facility available.

Remarks

Any additional information regarding the cost sheet.

Enter the following in the “Site Assessment” multiline:

Site Assessment No.	The number identifying the site assessment .
Site Assessment OU	The organization unit of the site assessment .

Click the “Retrieve” button to retrieve the site assessment details.

The system displays the following in the “Item Details” multiline:

Line No.

The serial number generated by the system.

Enter the following details in the “Item Details” multiline:

Site ID.

The identification code of the site . Address Id from the customer details for the specific customer. If the Customer Code & Address id does not exists in the customer master system throws an error message.

The system displays the following in the “Item Details” multiline:

Address	The address of the corresponding site ID.
OPS. Unit	The organization unit mapped to the delivery area of address ID.

Enter the following detail in the “Item Details” multiline:

Item Code	The code identifying the item of the service . Only service item can be used and if the Item code does not exists in the item master and product master, the system throws an error message.
Variant Code	The code identifying the variant code of the service . If the given item code is blank or given item code and variant code combination does not exists, the system throws an error message.

The system displays the following in the “Item Details” multiline:

Description

The detailed description of the item variant code.

Enter the following detail in the “Item Details” multiline:

Post	Specific place in the site .
Quantity	The number of quantity required for the service. Ensure that the value is greater than or equal to zero else the system throws an error message.
UOM	The unit of measurement of the item. UOM is defaulted for the item Service type combination defined in Product Master. UI on item or on Maintain, UOM is defaulted. If the same item exists in different UOM then user has to manually enter and system checks for the combination else the system throws an error message.
Selling Price	The selling price of the item as per the given deployment pattern. If billing pattern is “Fixed” then selling price is mandatory and if billing pattern is “Actual/On-call” it is optional.
Selling Price Per Qty Per	Use the drop-down list box to select the selling price per quantity. The combo is loaded with the values “Month”, “Week”, “Day”, “Hr” and “Blank”. The system displays blank by default.
Service Type	Use the drop-down list box to select the type of service provided. The combo is loaded with the values as defined in Sales Category Master component with code type – sale purpose.
Billable/Complimentary	Use the drop-down list box to select whether the service provided is billable or complimentary. The combo is loaded with the values “Billable” and “Non-Billable”. The system displays billable by default. Those items which are said to billable will be fetched in work reporting.
Billing Pattern	Use the drop-down list box to select the billing pattern of the service. The combo is loaded with the values “Fixed”, “On Call’ and “Actual”. The system displays fixed by default.

The system displays the following in the “Item Details” multiline:

Site Assessment No.	The number identifying the site assessment.
Site Assessment OU	The organization unit of the site assessment .

The system displays the following in the “Cost Sheet Value Details” group box:

Basic Monthly Billing	The basic monthly billing value of the cost sheet.
Total Tax	The total tax defined for the cost sheet.
Total Discount	The total discount amount defined for the cost sheet.
Total Charges	The total charges defined for the cost sheet.
Total Monthly Billing	The total monthly billing value of the cost sheet. Total Monthly Billing = (Basic Monthly Billing + Total Tax + Total Charges) - Total Discount
Overall Margin %	The overall marginal value of the cost sheet in percentage. This is calculated as ((Total Monthly Billing – Total Direct Cost) / Total Monthly Billing) * 100.

Enter the following detail in the “Cost Sheet Value Details” multiline:

Total Sq. Ft.

The total square feet of the entire site. If the value is less than zero, the system throws an error message.

The system displays the following in the “Cost Sheet Value Details” group box:

Selling Price / Sq. Ft.

The total monthly billing value / total sq. ft. This is calculated as “Total Monthly billing / Total Sq. ft.” If total Sq.ft is zero Selling Price per Sq.ft. will be zero.

Click the “Maintain” pushbutton to save the cost sheet details.

The system saves the cost sheet details and generates the cost sheet number which is in draft status. The cost sheet number is created based on numbering series. The cost sheet number which is in draft status or fresh status can be modified. On creating the Cost sheet if any RFQ/Assessment number is referred then its status changes to “Referred”.

Click the “Authorize” pushbutton to authorize the cost sheet details.

The system authorizes the cost sheet which is in Fresh status. If the cost sheet status is not in fresh status, the system throws an error message. On authorize if any RFQ/Assessment number is referred then it status changes from “Referred” to “Quoted”.

Click the “Delete” pushbutton to delete the cost sheet details.

The system deletes the cost sheet which is in Draft/Fresh status. On delete if any RFQ number is referred then it status changes from “Referred” to “Fresh”. If any Assessment number is referred then it status changes from “Referred” to “Authorized”

Click the “Return” pushbutton to return the cost sheet details.

The cost sheet details can be returned only when the document is created and is in Fresh/Under Amendment status. When returned the document status is updated as "Returned".If the amendment number of the document is zero,then on execution of Maintain task, the status of the document will change from Returned to Fresh. If the amendment number of the document is greater than zero,then on execution of Amend task, the status of the document will change from Returned to Under Amendment.

Click the “Amend” pushbutton to amend the cost sheet details.

A cost sheet which is in 'Authorized' status can be amended and updated the status as “Under Amendment”. The system amends the cost sheet which is in authorized status. If the cost sheet status is not in authorized status, the system throws an error message.

Click the “Cancel” pushbutton to cancel the cost sheet details.

The system cancels the cost sheet which is in authorized status. If the cost sheet status is not in authorized status, the system throws an error message.

To proceed carry out the following:

Select the “Specify TCD Details” link to specify the TCD details.
Select the “Specify Checklist Details” link to specify the checklist details of the cost sheet.
Select the “Site Specific Requirement” link to specify the site specific requirement details.
Select the “Service Details” link to specify the service details.
Select the “Contract Details” link to specify the contract details.
Select the “Attach Notes” link to specify the attach note details.
Select the “View Customer” link to view the customer details.
Select the “View RFQ Details” link to view the RFQ details.
Select the “View TCD Details” link to view the TCD details.

The system displays the following in the “Data History” group box:

Created By	The name of the user who created the cost sheet details.
Created Date	The date on which the cost sheet details is created.
Last Modified By	The name of the user who last modified the cost sheet details.
Last Modified Date	The date on which the cost sheet details is last modified.