Enrich EMMS Online Help

Shop price books  

Each shop or department can have its own set of price books defined.

1. At the EMMS main menu, select Administration | Tables --> | Administration Tables | Location | Facility | Shops.
   • The Display Shops screen appears.
2. Click Change .
   • The Edit Shops change screen appears.
3. Right-click on the shop and select Change Price Book.
   • The Edit Shop Price Books change screen appears.
4. Click Add .
   • The Edit Shop Price Books add screen appears.
5. Fill in the fieldsfields as required.

   Effective Date is the date the price book will go into effect. It can be a future date.

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

6. Click Enter to save the price book.
7. Click Change to return to the Edit Shop Price Books change screen.
8. Right-click on the effective date of the price book and select Base Rate.
   • The Edit Price Book Base Rates change screen appears.
   • Columns for Stepped Rates, Activity Rates, Item Rates, Category Rates, Pay Types, and PI Definition will display Yes if those rates exist.
9. Fill in the fieldsfields as required.

   Cost Type identifies whether the pricing is for labor, materials, environmental charges, supplies, sublet labor, or sublet material. Each cost type must appear at least once on a shop's base rates. You can right-click in the field and select Prompt to select the cost type from a list.

   Discount % is a percentage discount offered, if applicable.

   Discount Amount is a flat-rate discount offered, if applicable.

   Maximum Amount is a maximum amount to be charged. It is optional.

   Minimum Amount is a minimum amount to be charged. It is optional.

   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. (This rate type can be used with the labor cost type.)
   • 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.

   Shop Rate is the rate to be charged for the specified cost type, to 3 decimal places. If the rate will be stepped, this field must be left blank.

   Super/Equip Type is a specific type or super type of equipment to which the rate will be applied. Leave blank for all. You can right-click in the field and select Prompt to select the type from a list.

10. Click Enter to save the base rates.
11. 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.

Back to Facility Tables or Price Books or Add a facility