Material Rate Hierarchy

When capturing materials on a work order in the SM Work Orders form (Work Completed tab), the system uses a specific hierarchy to determine the markup and discount rates to use for calculating billable rates.

Select the links below for explanations about how the system derives billable rates for material-related work completed miscellaneous, inventory, and work completed purchase lines based on your material rates setup.

Material Rate Hierarchy - Customer/Job Work Orders

Material Rate Hierarchy - Quote Work Orders

Material Rate Hierarchy - Agreement Work Orders