Set Up Standard Charges for a Customer or Service Site
You can set up standard charges for items that you always charge a customer or service site when performing service work.
Standard charges defined at the service site level override those defined at the customer level. Therefore, make sure you add any standard charges defined for the customer that also apply to the service site.
- Open the SM Customers or SM Service Site form, depending on where you want to set up standard charges.
- Select the customer or service site (respectively) to work with.
Click the Std Charges
button (below the Rate Template field).
The SM Standard Charges form displays.
- In the Standard Item field, enter the standard item to add as a standard charge or press F4 to select from a list of valid standard items.
In the Cost
Quantity field, enter the quantity of the standard item to be
expensed. If there are no costs associated with the standard item, set the
Quantity field to 0.00.
Note: This value becomes the Cost Qty for the miscellaneous work completed line.
field, enter the quantity of the standard item for which you will
charge the customer/service site.
Note: This value becomes the Billable Qty for the miscellaneous work completed line.
- Save the record.
- Add additional standard charges as needed.