Customer stepped rates

Price book rates may be stepped based on the work order cost. Material, labor, sublet material, and sublet labor can have stepped rates. For material stepped rates, the stepped amounts define an upper limit or ceiling amount based on the work order part line’s total cost or the part’s individual cost, depending on the setting of the Materials business parameter Stepped Rates by Part. For sublet parts, the stepped amounts define an upper limit or ceiling amount based on the work order line’s total part cost. For labor and sublet labor stepped rates, the stepped amounts define an upper limit or ceiling amount based on the work order line’s total labor cost. If no value is entered under customer rate, stepped rates must exist.

1. At the EMMS main menu, click 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 of the price book and select Change. The Edit Customer Base Rate change screen appears.
5. Right-click on the cost type and select Stepped Rates. The Edit Customer Stepped Rates change screen appears.
6. Click Add . The Edit Customer Stepped Rates add screen appears.
7. Fill in the fields as required.

   Ceiling Amountis the highest work order line extended labor cost or work order part line extended or individual part dollar amount for which the rate will be applied.

   Stepped Rateis the rate to be charged to the customer for work order activities valued up to the ceiling amount.

8. Click Enter to save the rates.
9. Click Exit to return to the Edit Customer Base Rate change screen.

Back to Customer price books or Customer Master