Set Up Equipment Requirements for Work Order Quotes

Set up equipment requirements for work order quotes.

The following instructions assume that you have already set up the work order quote/sequence in SM Work Order Quotes. If you have not, you will need to do so before you can set up required equipment.
  1. Open the SM Work Order Quotes form.
  2. In the Quote ID field,enter the work order quote (with a status of new) to work with or press F4 to select from a list of valid work order quotes.
  3. In the Seq field (lower section of form), enter the sequence to work with or press F4 to select from a list of quote sequences.
  4. Click on the Equipment tab.
  5. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
  6. In the Task field, enter the task associated with this equipment requirement or press F4 to select from a list of valid tasks for the quote.
  7. In the Serviceable Item field, enter the serviceable item associated with this equipment requirement or press F4 to select from a list of valid serviceable items for the service site.
  8. In the EMCo field, enter the EM company for equipment or press F4 to select from a list of valid equipment companies.
    Note: This field defaults the equipment company from SM Company Parameters.
  9. In the Category field, enter the equipment category or press F4 to select from a list of valid equipment categories.
  10. In the Equip Qty field, enter the quantity of equipment that will be used.
  11. In the Rev Code field, enter the revenue code or press F4 to select from a list of valid revenue codes for the equipment category.
    Note: Once you enter the revenue code, the system automatically defaults the Cost Rate and Billing Rate. For information about how the system determines these rates, see Equipment: Cost Rate and Equipment: Billing Rate.
  12. In the Rev Code Qty field, enter the number of units for the revenue code (e.g. if the revenue code is Hours, enter the number of hours).
    Note: Once you enter the revenue code quantity, the system automatically defaults the Cost Total and Total Billable. These values cannot be changed.
  13. If the equipment for this sequence is taxable, use the Tax Type, Tax Code, and Tax Basis fields to enter tax information as applicable.
  14. Save the record.
  15. Enter additional equipment requirements as needed.