Set Up Miscellaneous Requirements

Miscellaneous requirements represent the various expenses incurred when performing a service or completing a scope of work that are not covered by equipment, labor, or material costs.

You can set up miscellaneous requirements for agreement services or work order quotes. Depending on where you are setting them up, you must have done the following:

Note: Miscellaneous requirements for work orders are set up as miscellaneous work completed lines in SM Work Orders. Miscellaneous requirements defined for quotes and agreement services automatically generate miscellaneous work completed lines when a work order is generated from the quote or agreement service. These are set up with a "Provisional" status and can be edited as necessary.
  1. Access the form for which to set up miscellaneous requirements:
    OptionDescription
    SM Service
    1. Open the SM Agreements form.
    2. In the Agreement field, enter the agreement.
    3. Select the Work Schedule tab and then double-click on the applicable service sequence to open the SM Service form.
    SM Work Order Quotes
    1. In the Quote ID field, enter the work order quote (must have a status of new).
    2. In the Seq field, enter the scope sequence.
  2. Select the Misc tab.
  3. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. In the Quantity field, enter the quantity or accept the default (1.00).
  9. 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.

  10. 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.

  11. 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.

  12. If the miscellaneous expense for this sequence is taxable, use the Tax Type, Tax Code, and Tax Basis fields to enter tax information as applicable.
  13. Save the record.