Customer class category rates

1. At the EMMS main menu, select Administration | Tables --> | Administration Tables | Customer | Customer Classes. The Edit Customer Classes change screen appears.
2. Right-click on the customer class and select Change Price Book. The Edit Customer Class Price Book change screen appears.
3. Right-click on the price book's effective date and select Base Rate. The Edit Customer Class Base Rate change screen appears.
4. Right-click on the cost type and select Cat Rates. The Customer Class Item Cat Rates change screen appears.
5. Click Add . The Customer Class Item Cat Rates add screen appears.
6. Fill in the fields as required.

   Categoryis the item category, e.g. fluids, to which the rate will apply. You can right-click in the field and select Prompt to select the category from a list.

   Rate Typeis the type of rate to use. You can right-click in the field and select Prompt to select the rate type from a list. Valid 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 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 purchase 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 rate to be charged for items in the specified category, to 2 decimal places.

   Disc %is a discount percentage offered, if applicable.

7. Click Enter to save the category rates.
8. Click Change to return to the Customer Class Item Cat Rates change screen.
9. To set up manufacturer rates for a category:
   1. Right-click on the category and select Mfg Rates. The Customer Class Cat/Mfg Rates change screen appears.
   2. Click Add . The Customer Class Cat/Mfg Rates add screen appears.
   3. Fill in the fields as required.

      Item Mfgis the company to whose items the charge will apply. You can right-click in the field and select Prompt to select the manufacturer from a list.

      Rate Types the type of rate to be charged. You can right-click in the field and select Prompt to select the rate type from a list. Valid 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 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 purchase 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 rate to be charged for items in the specified category from the specified manufacturer, to 2 decimal places.

      Disc %is a discount percentage offered, if applicable.

   4. Click Enter to save the manufacturer rates.
   5. Click Exit to return to the Customer Class Item Cat Rates change screen.
10. Click Exit to return to the Edit Customer Class Base Rate change screen.

Back to Customer class price books