Set Up Standard Item Overrides for Rate Templates

Set up standard item overrides for rate templates.

Note: This process assumes you have already set up your rate templates. If you have not, you must do so before proceeding here.
  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 the Standard Item Overrides button to open the SM Standard Item Overrides form.
  5. In the Standard Item field, enter the standard item for which you are setting up an override bill rate.
  6. In the Billable Rate field, enter the override billable rate to use for the specified standard item.
  7. Save the record.