Set Up Standard Item Overrides for Customers

Set up standard item overrides for customers.

  1. From the Vista main menu, select Service Management > Programs.
  2. Double-click the SM Customers icon to open the SM Customers form.
  3. In the Customer field, enter the customer for which to set up standard item overrides.
  4. Click the Override Rates button to open the SM Rate Override Base form.
  5. Click the Standard Item Overrides button to open the SM Standard Item Overrides form.
  6. In the Standard Item field, enter the standard item for which you are setting up an override bill rate.
  7. In the Billable Rate field, enter the override billable rate to use for the specified standard item.
  8. Save the record.