SM Rate Override Base Form
Use the SM Rate Override Base form to override the equipment, labor, material, non-material purchases, and standard item rates defined for rate templates assigned to customers, service sites, and/or work order quotes.
Access this form by clicking the Override Rates button in any of the following forms:
SM Service Sites
SM Work Order Quotes
Use this section to override the standard equipment markup rate defined for rate templates associated with a customer, service site, and/or work order quote. You can also override rates for individual pieces of equipment by equipment/revenue code using the SM Rate Equipment Overrides form (accessed by clicking Advanced in this section). The system only uses the override rates defined in this form if overrides are not found for the equipment/revenue code. For more information about override rates by equipment/revenue, see SM Rate Equipment Overrides Form.
Use this section to override the standard labor rates defined for the rate templates associated with a customer, service site, and/or work order quote. You can also override labor rates based on technician, craft/class, call type and/or pay type using SM Advanced Labor Overrides (accessed by clicking Advanced in this section). The system only uses the override rates defined in this form if overrides are not found for technician, craft/class, call type and/or pay type (depending on the data entered for the work completed labor line).
- by setting up rate break points based on material total cost or unit cost in SM Rate Override Material (accessed by clicking Advanced in this section);
- by category and/or material in SM Override Category Material (double-clicking in the Category & Material Overrides grid in SM Rate Override Material);
- by setting up rate break points for categories and materials in SM Override Category Material (on the Rate Break Points tab in SM Override Category Material).
The system only uses the rates defined in this form if none are found at the levels described above.
Use this section to override the standard markup rate for non-material purchases (that is, items other than materials, such as equipment rentals, subcontractors, etc.). You can also set up advanced non-material markup rates that apply based on rate break points and/or cost types. When you enter a non-material work completed purchase line (via SM Purchase Order Entry or PO Purchase Orders) or a work completed miscellaneous line (via SM Work Orders), the system applies a markup rate using the appropriate break point or cost type override. If no cost type or break point overrides exist, the standard markup rate is used.
The Standard Item Overrides button allows you to access the SM Standard Item Overrides form to defined override billable rates for standard items set up in SM Standard Items. You will only need to set up overrides in SM Standard Item Overrides if billable rates differ by customer, service site, or work order quote.
Click the following link for more information about using this form.