Customer activity rates

1. At the Asset Management main menu, click on the Customer button. The Work with Customers display screen appears.
2. Right-click on the customer and select Edit Customer. The Edit Customer change screen appears.
3. Click Price Book . The Edit Customer Price Book change screen appears.
4. Right-click on the effective date and select Change. The Edit Customer Base Rate change screen appears.
5. Right-click on the cost type and select Activity Rates. The Edit Customer/Activity Rates add screen appears.
6. Fill in the fields as required.

   Componentis the VMRS code for the system, assembly, and part that a special price will be charged for. You can right-click in the field and select Prompt to select the component from a list.

   Taskis the type of work performed on the component that the special rate is for. You can right-click in the field and select Prompt to select the task from a list.

   Rate Typeidentifies the type of rate this is. You can right-click in the field and select Prompt to select the rate type from a list. Possible values are:
   - Fixed - a dollar amount regardless of the actual costs;
   - Margin - a margin is applied; invoice amount = cost / (1 - rate);
   - Markup - a markup is applied; invoice amount = cost * rate;
   - Per Hour - a rate per labor hour;
   - Percent of Labor;
   - Flow Through - invoice amount is the same as the cost amount;
   - Markup PO Price - markup the part based on the PO price instead of the average cost. The cost from the PO directly linked to the work order will be marked up. If the part is not linked to a work order, the last purchased cost for the item at the warehouse will be used. If this value is not found or is zero, the average cost from the associated requisition line will be marked up.

   Activity Rateis the price that will be charged for the specified activity (component and task), to 2 decimal places. The frequency of the rate (e.g. per hour) is defined on the Edit Customer Base Rate change screen.

   Discountis the percent discount offered, if applicable.

7. Click Enter to save the rates.

What next?