You will use the SM Rate Template Effect Dates form to define
equipment, labor, material, non-material purchase, and standard item override rates for
effective date templates.
When you add an effective date template, it is copied
from an existing basic template or effective date template. All of the override rates
defined for the source template will be set up automatically for the new effective date
template. You can then update or delete existing overrides, as well as add new
ones.Note: You cannot use the SM Rate Template
Effect Dates form to add new effective date templates. If you need to
add a new effective date template, you must do so
using the SM Add Effective Date form (accessed by click the Add button on the
Effective Date tab in SM Rate Templates).
The following steps will guide you through defining rate
overrides for an effective date rate template.
- From the Vista main
menu, select Programs.
- Double-click the SM Rate
Templates icon to open the SM Rate Templates form.
- In the Template field, enter the rate template for which to set up effective date rates.
- Select the Effective Date tab.
- In the grid,
double-click the Effective Date you wish to work on. The SM Rate Template Effect
Dates form displays.
- Required. In the Markup Percent field (Equipment Rates section), enter the override markup percent for equipment or accept the defaulted rate.
Enter 0.00 if you do not want to override the standard equipment rate defined for the basic rate template.
- In the Rate field (Labor Rates section), enter the override rate for labor or accept the defaulted rate.
Enter 0.00 if you do not want to override the standard labor rate defined for the basic rate template.
- From the Type drop-down (Material Rates section), select M-Markup or D-Discount to indicate the rate type. If no changes are required, leave as is.
- From the Basis drop-down, select whether to use the A-Actual Cost,
S-Standard Cost, V-Average Cost, L-Last Cost, or P-Standard Price to derive the
Billable Rate for materials on a work order. If no changes are
required, leave as is.
- From the Break Points By drop-down, select Total Cost or Unit Cost. The option selected here determines whether rate break points will be based on the material's total cost or unit cost.
- In the Percent field, enter the override percent for materials (stocked or purchased) or accept the defaulted rate.
Enter 0.00 if you do not want to override the standard material percent defined for the basic rate template.
- In the Markup Percent field (Non-Material Purchases section), enter the override markup percent for non-material purchases or accept the defaulted percent.
Enter 0.00 if you do not want to override the standard percent defined for non-material purchases on the basic rate template.
Once you have completed updating the standard rates for the effective date template, use the Advanced buttons to optionally update or enter additional override rates for equipment, labor, materials, and standard items.
Click the following links for more information.
Enter/update advanced equipment rates
Enter/update advanced labor rates
Enter/update advanced material rates
Enter/update standard item overrides
Set up Override Rates for Non-Material Purchases
