[SM] Setup SM Cost Types

• Use this form to create cost types, which classify the work where costs are posted on work orders.

• After setup, you can assign these cost types to work completed lines in SM Work Orders.

How to access:

• From the Programs menu in Service Management, open the SM Cost Types form.

1. SM Cost Type: Enter a number to identify the cost type.
2. Description: Enter a description for the cost type.
3. SM Cost Type Category: Choose one:

   • L = Labor

   • E = Equipment

   • M = Material

   • O = Other

   • S = Subcontracts

4. JC Cost Type: Enter a default JC cost type for job work order lines.
5. Taxable: Check if the cost type is taxable.

   • Note: Leaving it unchecked doesn’t prevent taxes if the material, site, or service center is taxable.

6. Material Taxability (if M-Material and Taxable): Choose S (Sales), U (Use), or B (Both).
7. Save the record.