Set Up Rate Overrides by Customer, Service Site, or Quote

You can set up overrides to equipment, labor, material, and standard item rates defined on a rate template by customer, service site, or work order quote.

Rate overrides at the customer, service site, and work order quote level are handled in SM Rate Override Base. However, access to this form depends on whether you are setting up overrides at the customer, service site, or quote level.
Note: If you set up overrides at multiple levels, the system uses a specific hierarchy to determine the correct rates to use. For more information, see Equipment Rate Hierarchy, Labor Rate Hierarchy, or Material Rate Hierarchy.
  1. Open SM Customers, SM Service Sites, or SM Work Order Quotes, depending on where you want to set up rate overrides.
  2. In the form you opened, select the record for which to set up rate overrides.
  3. Click the Override Rates button (below the Rate Template field).
    The SM Rate Override Base form displays.
  4. In the Markup field of the Equipment Rates section, enter the override markup rate for equipment used on a work order.

    Leave blank if no override markup applies.

  5. In the Rate field of the Labor Rates section, enter the override labor rate to use when capturing labor on a work order.

    Leave blank if no override markup applies.

  6. From the Type drop-down in the Material Rates section, select Markup or Discount to identify what the material rate represents.

    Select N-No Override if you are not overriding the standard material rate. Then skip to Step 11.

  7. For Markup or Discount rate types only, use the Basis drop-down to select the rate type for deriving the Billable Rate for materials on a work order:
    • A-Actual Cost
    • S-Standard Cost
    • V-Average Cost
    • L-Last Cost
    • P-Standard Price
  8. If you selected the M-Markup or D-Discount rate type in Step 5, use the Percent field to enter the override markup or discount rate.
  9. If you selected the M-Markup or D-Discount rate type in Step 5, use the Break Points By drop-down to select how to apply rate break points:
    • T-Total Cost
    • U-Unit Cost
  10. In the Markup Percent field of the Non-Material Purchases section, enter the markup percent to use for non-material work completed purchase lines on a work order.
  11. Save the record.
  12. Optionally, set up equipment rate overrides.
  13. Optionally, set up labor rate overrides.
  14. Optionally, set up material rate overrides.
  15. Optionally, set up standard item overrides.
  16. Optionally, set up non-material purchase overrides.