Set Up Standard Item Overrides for Service Sites

Set up standard item overrides for service sites.

  1. From the Vista main menu, select Service Management > Programs.
  2. Double-click the SM Service Sites icon to open the SM Service Sites form.
  3. In the Service Site field, enter the service site for which to set up standard item overrides (must be a customer service site or a job service site using a Markup costing method).
  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.