Equipment category rates

1. At the EMMS main menu, click on the Equipment button. The Display Equipment screen appears.
2. Right-click on the equipment unit and select Change. The Edit Equipment change 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. Right-click on the effective date and select Change. The Customer/Equipment Base Rate change screen appears.
6. Right-click on the cost type and select Cat Rates. The Customer/Equip Item Cat Rates change screen appears.
7. Click Add . The Customer/Equip Item Cat Rates add screen appears.
8. Fill in the fields as required.

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

   Rate Typeidentifies how the rate will be applied. You can right-click in the field and select Prompt to select the rate type from a list. Valid rate types 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 the 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 rate to be charged to the customer for items in the category, to 2 decimal places.

   Disc %is a discount percent that can be offered, if applicable.

9. Click Enter to save the rates.
10. Click Exit to return to the Customer/Equipment Base Rate change screen.

Back to Add equipment price book or Equipment Master or Equipment Price Books