Set Up Standard Item Overrides for Effective Date Templates

Set up standard item overrides for effective date templates.

Note: This process assumes you have already added Effective Date templates for the rate template. If you have not, you must add them prior to setting up standard item overrides.
  1. From the Vista main menu, select Service Management > Programs.
  2. Double-click the SM Rate Template icon to open the SM Rate Template form.
  3. In the Template field, enter the rate template for which to set up standard item overrides.
  4. Click on the Effective Dates tab.
  5. Double-click on the desired Effective Date to open the SM Rate Template Effect Dates form.
  6. Click the Standard Item Overrides button to open the SM Standard Item Overrides form.
  7. In the Standard Item field, enter the standard item for which you are setting up an override bill rate.
  8. In the Billable Rate field, enter the override billable rate to use for the specified standard item.
  9. Save the record.