Field Definitions: SM Rate Override Base Form

The following is a list of field descriptions for the SM Rate Override Base form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Equipment Rates: Markup

Enter the override markup percent to apply when capturing equipment used on a work order for the customer, service site, or quote (depending on whether you accessed this form via SM Customers, SM Service Site, or SM Work Order Quotes). For example, enter 5% as 5.00000.

Leave this field blank if no override markup applies.

When entering work completed equipment lines in SM Work Orders (Work Completed tab), the system uses this percentage in conjunction with the equipment usage rate (defined for the revenue code in EM Revenue Rates by Category or EM Revenue Rates by Equipment) to derive the Billable Rate.

Note: The system will only use the rate specified here if an advanced rate is not found for the equipment and revenue code specified on work completed equipment line. However, since equipment rate overrides can be defined at the rate template, effective date, customer, and service site levels, the system will use a specific hierarchy to determine which equipment rates to use. For more information, see Equipment Rate Hierarchy.

Labor Rates: Rate

Enter the override labor rate to use when entering work completed labor lines on a work order for the customer, service site, or quote (depending on whether you accessed this form via SM Customers, SM Service Site, or SM Work Order Quotes).

Leave this field blank if no override markup applies.

When entering work completed labor lines in SM Work Orders (Work Completed tab), the system uses this rate to derive the Billable Rate.

Note: You can override the labor rate specified here by technician, craft/class, call type, and/or pay type in SM Advanced Labor Overrides (accessed by click the Advanced button to the right). The system will only use the rate defined here if no advanced rate is found matching the criteria specified on the work completed labor line. However, since labor rate overrides can be defined at the rate template, effective date, customer, and service site levels, the system will use a specific hierarchy to determine which labor rates to use. For more information, see Labor Rate Hierarchy.

Material Rates: Type

Specify the material rate type.

  • N - No Override - Select this option if you are not overriding the base markup or discount rate defined on the rate template assigned to this service site or customer (depending on whether you accessed this form via SM Customers or SM Service Site).

  • M - Markup - Select this option if the Percent specified below represents a markup rate.

  • D - Discount - Select this option if the Percent specified below represents a discount rate.

Note: You can override the rate type for a specific category or material in SM Override Category Material (accessed by clicking the Advanced button below). For more information about how the system determines which material rate to use, see Material Rate Hierarchy.

Material Rates: Basis

This field is enabled only when the Type is M-Markup or D-Discount.

Select the cost basis to use in determining the billable rate for work completed materials on a work order for the customer, service site, or quote (depending on whether you accessed this form via SM Customers, SM Service Site, or SM Work Order Quotes).

  • A - Actual Cost — Select this option to use the actual cost of the part (i.e. the Cost Rate).

  • S - Standard Cost — Select this option to use the Std Unit Cost defined for the material in IN Location Materials (Inventory lines) or HQ Materials (Purchase lines).

  • V - Average Cost — Select this option to use the Avg Unit Cost defined for the material in IN Location Materials (Inventory lines) or HQ Materials (Purchase lines).

  • L - Last Cost — Select this option to use the Last Unit Cost defined for the material in IN Location Materials (Inventory lines) or HQ Materials (Purchase lines).

  • P - Standard Price — Select this option to use the Std Unit Price defined for the material in IN Location Materials (Inventory lines) or HQ Materials (Purchase lines).

    Note: If the unit of measure specified for the work completed material line does not match the Standard UM defined for the material (in HQ Materials), the system will use the unit cost or unit price (if using Standard Price) defined for the posted unit of measure in the Add'l UMs table (Inventory lines) or Additional Units of Measure table (Purchase lines).
Note: Material rate overrides defined by category and/or material in SM Override Category Material (accessed by clicking the Advanced button to the right and then double-clicking in the Category & Material Overrides grid in SM Rate Override Material) will override those defined here. The rates defined here will only be used if no overrides exist at the category/material level for the service site or customer

For more information about how the system determines which material rate to use, see Material Rate Hierarchy.

Break Points By

Select how to apply rate break points when calculating discounts or markups for stocked or purchased materials specified on a work order using this template.

  • T-Total Cost - Select this option to apply rate break points based on the total cost of the material. For example if you have a break point value of $500, the system will apply a markup or discount when the material total is equal to or greater than $500.

  • U-Unit Cost - Select this option to apply rate break points based on the unit cost of the material. For example if you have a break point value of $10, the system will apply a markup or discount when the material's unit cost is equal to or greater than $10.

Material Rates: Percent

This field is enabled only when the Type is M-Markup or D-Discount.

Required.

Enter the override markup or discount percent to apply to materials specified on work completed inventory or work completed purchase lines on a work order for the customer, service site, or quote (depending on whether you accessed this form via SM Customers, SM Service Site, or SM Work Order Quotes). For example, enter 5% as 5.00000.

The system will use this rate to determine the billable rate for the work completed line.

  • If you enter a value of 0.00, the system assumes that you intended this value and no markup or discount rate will be applied to the work completed line; no further rate search will occur.

  • If you override the markup/discount rate defined here by rate break point in SM Rate Override Material (accessed by clicking the Advanced button to the right), you must specify a rate here. If this rate is 0.00, the break points will be ignored.

Note: When using break points, the system will first calculate the billable rate for the work completed line using the rate specified here. It will then multiply the billable rate x quantity to derive the material total. The material total will then be compared to the rate break points defined in SM Rate Override and, if a match is found, the system will recalculate the billable rate using the rate break point rate. If no match is found, the previously calculated billable rate will be used.
  • You can also override the markup/discount rate defined here by category or material in SM Override Category Material (accessed by clicking the Advanced button to the right and selecting the Category & Material Overrides tab). The system will only use the rate defined here if no advanced rates are found for the material/category specified on the work completed labor line or in the rate break points table. However, since material rate overrides can be defined at the rate template, effective date, customer, and service site levels, the system will use a specific hierarchy to determine which material rates to use. For more information, see Material Rate Hierarchy.

Non-Material Purchases: Markup Percent

Enter the override markup percent to apply to work completed purchase lines referencing non-material purchase order items (e.g. enter 5% as 5.00000) on a work order for the customer, service site, or quote (depending on whether you accessed this form via SM Customers, SM Service Site, or SM Work Order Quotes). This rate will be applied to the Cost Rate of the work completed purchase line to determine the Billable Rate.

Leave this field blank if no override markup applies. The system will use the rate at the next level of the rate hierarchy to determine the rate to use.