Set Up Standard Item Overrides for Work Order Quotes
Set up standard item overrides for work order quotes.
- From the Vista main menu, select .
- Double-click the SM Work Order Quotes icon to open the SM Work Order Quotes form.
- In the Quote ID field, enter the work order quote for which to set up standard item overrides.
- In the quote Seq field (lower section of form), enter the quote sequence for which to set up standard item overrides. Must be a quote sequence with a Price Method of Time and Material.
- Click the Override Rates button to open the SM Rate Override Base form.
- Click the Standard Item Overrides button to open the SM Standard Item Overrides form.
- In the Standard Item field, enter the standard item for which you are setting up an override bill rate.
- In the Billable Rate field, enter the override billable rate to use for the specified standard item.
- Save the record.