When capturing materials on agreement work orders, the system uses a specific hierarchy to determine the markup and discount rates to use for calculating billable rates

For agreement-related work orders, the system uses a similar hierarchy to determine material rates. However, for these work orders, the system will only use the agreement service, agreement, or work order scope template. This hierarchy is determined as follows:

• If the work completed line is for a preventative maintenance work order (those generated via SM Generate PM Work Orders) and the agreement service has a Pricing method of T-Time of Service, the system will use the rate template defined for the service in SM Service. The system will follow the same overrides hierarchy discussed above; however, in this case, it will start with the Effective Date overrides defined for the agreement service rate template. If the date specified for the work completed line does not fall within the effective date range or no effective dates are defined, it will use the rate template overrides and finally the rate template rates (if overrides are not found). No further rate search is performed.

• For manually entered work order scopes associated an agreement, if the Price Method is T-Time and Material and you check the Agreement Rates box, the system will use the rate template assigned to the agreement in SM Agreements (using the same hierarchy specified above for preventative maintenance work orders).

• If you did not assign a rate template to the agreement or if you did not check the Agreement Rates box, the system will use the rate template assigned to the work order scope, following the same hierarchy specified above for preventative maintenance agreements.

• If you do not associate a work order scope with an agreement, but you associate the work completed line with an agreement, and you check the Agreement Rates box, the system will use the rate template assigned to the agreement in SM Agreements (following the same hierarchy specified above for preventative maintenance work orders).

• If you did not assign a rate template to the agreement or if the Agreement Rates box is unchecked, the rate template specified for the work order scope will be used, following the same hierarchy indicated for preventative maintenance work orders above.