Set Up Miscellaneous Requirements for Agreement Services

Set up miscellaneous requirements for agreement services.

  1. Open the SMAgreements form.
  2. In the Agreement field, select the agreement quote (cannot be an active agreement) to work with.
  3. Click on the Work Schedule tab.
  4. In the Work Schedule grid, double-click on the service sequence to work with to open the SM Service form.
  5. Click the Misc tab.
  6. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
  7. In the Task field, enter the task associated with this miscellaneous requirement or press F4 to select from a list of valid tasks.

    Leave this field blank if the miscellaneous requirement is not associated with a specific task.

  8. In the Standard Item field, enter the standard item associated with this miscellaneous requirement or press F4 to select from a list of valid tasks.

    Leave this field blank if this material requirement is not associated with a standard.

  9. In the Description field, enter a description of the miscellaneous requirement.

    If you entered a standard item for this miscellaneous requirement, accept the default description or enter a new description.

  10. In the Cost Type field, enter the SM cost type for this miscellaneous requirement or press F4 to select from a list of valid SM cost types.

    If you entered a standard item for this miscellaneous requirement, accept the default cost type (from SM Standard Items) or enter a new cost type.

  11. In the Quantity field, enter the quantity or accept the default (1.00).
  12. In the Cost Rate field, enter the cost rate for this miscellaneous requirement.

    If you entered a standard item for this miscellaneous requirement, accept the default cost rate (from SM Standard Items) or enter the new cost rate.

  13. In the Billing Rate field, enter the billing rate for this requirements entry.

    If you entered a standard item for this requirements entry, this field defaults the standard item's billable rate (from SM Standard Items) and cannot be changed.

  14. In the Total Billable field, accept the defaulted amount or enter the new total billable amount. If you enter a new amount, the system automatically recalculates the Billing Rate.

    If you entered a standard item for this requirements entry, this field defaults based on the Quantity x Billing Rate and cannot be changed.

  15. In the Tax Type field, enter the tax type or accept the default.
    Note: Tax types allowed depend on the Material Tax Override option for the related agreement service, quote scope, or work order scope. For more information, see Misc: Tax Type.
  16. In the Tax Code field, enter the tax code or accept the default.
  17. In the Tax Basis field, enter the taxable portion of the total amount for this miscellaneous line or accept the defaulted value.
  18. Save the record.