SM Rate Override Material Form

Use the SM Rate Override Material form to set up override discount or markup rates for materials/parts based on a set of defined break points.

You can also use this form to set up override markup or discount rates by category or material.

Access this form by:

  • Clicking Advanced in the Material Rates section of SM Rate Templates

  • Clicking Advanced in the Material Rates section of SM Rate Template Effect Dates

  • Clicking Override Rates in SM Customers, SM Service Sites, or SM Work Order Quotes to access SM Rate Override Base, and then clicking Advanced in the Material Rates section

Note: You will only need to use this form if you discount or markup rates differently based on the total dollar or unit cost value of materials used during service work, or if discounts/markups are based on categories or materials.

You can set up Rate Break Points to define one or more levels of discount or markup rates (depending on the rate type specified) for materials. You will only need to set up rate break points if you want to override the standard discount or markup rate defined for the template. For more information, see Rate Break Points.

If you want to set up override mark or discount rates at the material or material category level, use the Material & Category Overrides tab. For each entry, you must specify the category or material (cannot be both), the rate type, the calculation basis, and the markup or discount percent. Double-clicking in the grid opens the SM Override Category Material form, allowing you to define rate break points at the category or material level. For more information, see SM Override Category Material.
Note: Due to the differing levels of material rate overrides that can be set up, the system uses a specific hierarchy to determine which markup/discount rates to use when calculating billable rates for work completed work completed inventory or work completed purchase lines. For more information, see Material Rate Hierarchy.

Click the links below for more information about setting up material rate overrides.

Set up Advanced Material Rate Overrides for Rate Templates

Set up Advanced Material Rate Overrides for Effective Date Templates

Set up Advanced Material Rate Overrides for Customers

Set up Advanced Material Rate Overrides for Service Sites

Set up Advanced Material Rate Overrides for Work Order Quotes