Set up Advanced Material Rate Overrides for Rate Templates
You can set up advanced overrides to the standard markup/discount rates defined for materials on a rate template if you have different discount/markup rates based on the total cost or unit cost of a material or if rates differ based on the material category or material.
- From the Vista main menu, select .
- Double-click on the SM Rate Templates icon to open the SM Rate Templates form.
- In the Template field, enter the rate template for which to define advanced material rates.
- Click the Advanced button in the Material Rates section to open the SM Rate Override Material form displays
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To set
up up overrides by break point:
- Click the Rate Break Points tab.
- In the Break Point Value field, enter the value at which to begin discounting or marking up materials. Depending on the Break Points By option you selected for the rate template, this amount will represent either Total Cost or Unit Cost. For example, if you selected the Total Cost option and you provide a larger discount when a material's total cost exceeds $500, you would enter 500.00 in this field.
- In the Percent field, enter the rate that will be applied when the material's total or unit cost equals or exceeds the specified break point value. The rate type specified for the template determines whether this rate is a Markup or Discount rate.
- Save the record.
- Add additional break point levels as needed.
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To set up overrides by Category or Material: