Labor requirements represent the various crafts/classes and/or technicians that are needed to perform a service or complete a scope of work, along with their estimated labor hours.

1. Open the SM Serviceable Item Class form.
2. In the Class field, enter the serviceable item class or press F4 to select from a list of valid classes.
3. Click the Maintenance tab and then double-click in the grid to open the SM Class Maintenance form.
4. Click the Labor 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 labor requirement or press F4 to select from a list of valid tasks for the maintenance task.

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

7. In the Craft field, enter the craft for this labor requirement or press F4 to select from a list of valid crafts.
   Note: Entry of a craft is required if you will be entering a class requirement (next field).
8. In the Class field, enter the class for this labor requirement or press F4 to select from a list of valid classes for the specified craft.
   Note: Entry in this field is required if you entered a craft in the Craft field.
9. In the Qty field, enter the number of labor hours estimated to complete the maintenance task.
10. Save the record.
11. Enter additional labor requirements as needed.

    The following instructions assume that you have already set up agreement services in SM Service. If you have not, you will need to do so before you can set up required labor.

12. Open the SM Agreements form.
13. In the Agreement field, enter the agreement to work with (cannot be an active agreement) or press F4 to select from a list of agreements.
14. Click the Work Schedule tab.
15. In the Work Schedule grid, double-click on the service sequence to work with to open the SM Service form.
16. Click the Labor tab.
17. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
18. In the Task field, enter the task associated with this labor requirement or press F4 to select from a list of valid tasks for the agreement service.

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

19. In the Serviceable Item field, enter the serviceable item associated with this labor requirement or press F4 to select from a list of valid serviceable items for the service site.

    Leave this field blank if this labor requirement is not associated with a serviceable item.

20. In the Technician field, enter the technician for this labor requirement or press F4 to select from a list of valid technicians.
21. In the Craft field, enter the craft for this labor requirement or press F4 to select from a list of valid crafts.
    Note: Entry of a craft is required if you will be entering a class requirement (next field).
22. In the Class field, enter the class for this labor requirement or press F4 to select from a list of valid classes for the specified craft.
    Note: Entry in this field is required if you entered a craft in the Craft field.
23. In the Qty field, enter the estimated number of labor hours for this labor requirement.
24. In the Cost Rate field, accept the default cost rate or enter a new cost rate. If you enter a new cost rate, the system automatically recalculates the Cost Total accordingly. For information about how the cost rate defaults, see the F1 help.
    Note: Once you enter the cost rate, the system automatically calculates the Billing Rate and Total Billable; these amounts cannot be changed. For information about the billing rate default, see Labor: Billing Rate.
25. If the labor for this sequence is taxable, use the Tax Type, Tax Code, and Tax Basis fields to enter tax information as applicable.
26. Save the record.
27. Enter additional labor requirements as needed.

    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 labor.

28. Open the SM Work Order Quotes form.
29. 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.
30. 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.
31. Click the Labor tab.
32. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
33. In the Task field, enter the task associated with this labor requirement or press F4 to select from a list of valid tasks for the quote sequence.

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

34. In the Serviceable Item field, enter the serviceable item associated with this labor requirement or press F4 to select from a list of valid serviceable items for the service site.

    Leave this field blank if this labor requirement is not associated with a serviceable item.

35. In the Technician field, enter the technician for this labor requirement or press F4 to select from a list of valid technicians.
36. In the Craft field, enter the craft for this labor requirement or press F4 to select from a list of valid crafts.
    Note: Entry of a craft is required if you will be entering a class requirement (next field).
37. In the Class field, enter the class for this labor requirement or press F4 to select from a list of valid classes for the specified craft.
    Note: Entry in this field is required if you entered a craft in the Craft field.
38. In the Qty field, enter the estimated number of labor hours for this labor requirement.
39. In the Cost Rate field, accept the default cost rate or enter a new cost rate. If you enter a new cost rate, the system automatically recalculates the Cost Total accordingly. For information about how the cost rate defaults, see the F1 help.
    Note: Once you enter the cost rate, the system automatically calculates the Billing Rate and Total Billable; these amounts cannot be changed. For information about the billing rate default, see Labor: Billing Rate.
40. If the labor for this sequence is taxable, use the Tax Type, Tax Code, and Tax Basis fields to enter tax information as applicable.
41. Save the record.
42. Enter additional labor requirements as needed.

    The following instructions assume that you have already set up the work order/scope. If you have not, you will need to do so before you can set up required labor.

43. Open the SM Work Orders form.
44. In the Work Order field, enter the work order to work with or press F4 to select from a list of work orders.
45. In the Seq field (lower section of form), enter the sequence to work with or press F4 to select from a list of work order sequences.
46. Click the Labor tab.
47. In the Seq field, enter N, or + to add a new sequence. The system automatically assigns the next available sequence number.
48. In the Task field, enter the task associated with this labor requirement or press F4 to select from a list of valid tasks for the work order sequence.

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

49. In the Serviceable Item field, enter the serviceable item associated with this labor requirement or press F4 to select from a list of valid serviceable items for the service site.

    Leave this field blank if this labor requirement is not associated with a serviceable item.

50. In the Technician field, enter the technician for this labor requirement or press F4 to select from a list of valid technicians.
51. In the Craft field, enter the craft for this labor requirement or press F4 to select from a list of valid crafts.
    Note: Entry of a craft is required if you will be entering a class requirement (next field).
52. In the Class field, enter the class for this labor requirement or press F4 to select from a list of valid classes for the specified craft.
    Note: Entry in this field is required if you entered a craft in the Craft field.
53. In the Qty field, enter the estimated number of labor hours for this labor requirement.
54. In the Cost Rate field, accept the default cost rate or enter a new cost rate. If you enter a new cost rate, the system automatically recalculates the Cost Total accordingly. For information about how the cost rate defaults, see the F1 help.
    Note: Once you enter the cost rate, the system automatically calculates the Billing Rate and Total Billable; these amounts cannot be changed. For information about the billing rate default, see Labor: Billing Rate.
55. If the labor for this sequence is taxable, use the Tax Type, Tax Code, and Tax Basis fields to enter tax information as applicable.
56. Save the record.
57. Enter additional labor requirements as needed.