Customer category 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 Cat Rates. The Customer Item Cat Rates add screen appears.
6. Fill in the fields as required.

   Categoryis the item category that the rates will apply to. You can right-click in the field and select Prompt to select the category 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.

   Category Rateis the price to be charged to the customer for items in this category, to 2 decimal places.

   Disc %is a percentage discount to be applied to the category for the customer, if applicable.

7. Click Enter to save the rates.
8. If any item categories will have different rates for different manufacturers:
   1. Click Change . The Customer Item Cat Rates change screen appears.
   2. Right-click on the category and select Mfg Rates. The Customer Cat/Mfg Rates add screen appears.
   3. Fill in the fields as required.

      Item Mfgis the company that manufactures the item category for which a special rate will apply. You can right-click in the field and select Prompt to select the manufacturer 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.

      Mfg Rateis the amount to be charged for items in the specified category from the selected manufacturer, to 2 decimal places.

      Disc %is a percentage discount to be offered, if applicable.

   4. Click Enter to save the rates.

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