Add an equipment price book

1. At the Asset Management main menu, select Equipment | Equipment. The Display Equipment screen appears.
2. Right-click on the unit and select Display. The Display Equipment screen appears.
3. Click PriceBk . The Customer/Equipment Price Book display screen appears.
4. Click Change . The Customer/Equipment Price Book change screen appears.
5. Click Add . The Customer/Equipment Price Book add screen appears.
6. Fill in the fields as required.

   Effective Dateis the date the price book goes into effect. It can be a future date.

   Expiry Dateis the date the price book will end. It is optional.

7. Click Enter to save the new price book.
8. Click Change . The Customer/Equipment Price Book change screen appears.
9. Right-click on the effective date of the new price book and select Change. The Customer/Equipment Base Rate change screen appears.
10. Fill in the fields as required.

    Rate Typeidentifies whether the rate is:
         - 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; or
         - markup PO price - markup the part based on 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.
        You can right-click on this field and select Prompt to select the rate type from a list.

    Cost Typeidentifies what the pricing is for. Each cost type must appear at least once on a price book. You can right-click in the field and select Prompt to select the cost type from a list. Possible values are:
    - labor (L)
    - materials (M)
    - environmental charges (E)
    - supplies (S)
    - sublet labor (X)
    - sublet material (Y)

    Equipment Rateis the rate to be charged. If the rate will be stepped, this field must be left blank.

    Minimum Amountis a minimum amount to be charged, if applicable.

    Maximum Amountis a maximum amount to be charged, if applicable. When the maximum amount is being applied and there are multiple sublet lines with a mix of labor/material, any necessary reduction of an amount is applied by cost type, so the sublet labor invoice lines will be reduced first, then sublet material.

    Discount %is a discount percent to be offered, if applicable.

    Discount Amountis a flat-rate discount to be provided, if applicable.

11. To add more base rates to the price book, click Add . The Customer/Equipment Base Rate add screen appears.
12. Fill in the fields as required.
13. Click Enter to save the rates.
14. If required, enter stepped rates, item rates, activity rates, category rates, manufacturer rates, and pay type rates for any of the cost types; turn the PI definition on or off for material cost types; and enter miscellaneous charges for the price book.

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