Create a Variation

Variations are different versions of an operation that detail the labor and parts pricing for the operation. They allow you to assign different pricing and part details to an operation depending on the Make, Model, Engine, or Year of the asset getting the operation. When users go to select that operation for a case, they will only see the variation that matches the MMEY of the asset being serviced.

When you create an operation, the system automatically creates a default variation for you that applies to All Years, Makes, Models, and Engines. It has 0 labor hours and is set to Skill Level A. You can edit this default variation as well as add any other variations you need.
NOTE: Every operation must have at least one variation.

To add or edit a variation: 

• Open the Edit Variation page. If you’re in the process of creating an operation, this should happen automatically when you click SAVE & PROCEED for the operation.
  If not: 
  • Search for and select your operation to open if for editing.
    See also: Search for an Operation
  • Scroll down to the Variations section, and click NEW VARIATION to create a new variation or select a Variation Name for the list to edit it.
• From the Edit Variation page, enter a name for the variation. 
• To allow labor time to be marked-up per the locations settings in Case, select the Apply labor time markup checkbox. 
• If the labor or part price is always the same, enter a Fixed labor total price and/or Fixed part price. 
• If the amount of time it takes to complete the labor is always the same, enter a Labor Time for the operation (in hours). 
  NOTE: This number can include one decimal point (e.g., for 5hr30min, enter 5.5). 
• If the skill level is different for different variations, select the Labor skill from the dropdown.
  NOTE: The skill levels listed correlate with the skill levels configured in Case. By default, the Labor Skill is set to Skill Level A.
• In the MMEY Information section, select the Make, Model, Year, and Engine of the type of asset the variation should apply to.  
• When you’re ready to save, click SAVE & PROCEED.

The variation is saved to the operation, and you can begin adding parts, documents, and weblinks. To add parts, continue with the section below.

See also: Add Documents and Add Weblinks

Add Parts

At the bottom of the Variation Details page, you can add parts to the variation.

To add a part to a Variation: 

1. Enter the Part Number, Description and Quantity (required). 
2. Enter a Part Number for example 1234
3. In the  Part Description field, enter a description to further clarify the part, such as “Oil - Full Synthetic.”
4. In the Part Quantity field, enter how many of that part is needed to complete the operation.
5. In the Cost field, enter the price for one of those parts.
   NOTE: If your system integrates with a DMS, you do not need to enter a price because the DMS will return the price for you once the operation is added to the estimate. If you do enter a price, the price you enter will override the DMS pricing. This is helpful in the event of special pricing.
6. When you’re ready to save, click ADD.

NOTE: Added parts will display in the Parts table. To delete a part you already added, use the Delete icon in the Actions column.