Enrich EMMS Online Help

Customer item rates  

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 Item Rates.
   • The Edit Customer Item Rates change screen appears.
6. Click Add .
   • The Edit Customer Item Rates add screen appears.
7. Fill in the fieldsfields as required.

   Item Number is the item to which the specified rate will apply. You can right-click in the field and select Prompt to select the item from a list.

   Rate Type identifies 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 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 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.

   Item Rate is the rate to be charged to the customer for the item, to 2 decimal places.

   Discount is the discount percent to be applied to the item. It is optional.

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 or Price Books