[SM] Setup SM Standard Items

Use the SM Standard Items form to set up standard items (work charges) that are not specific to equipment, labor, or materials/parts.

Since standard items are not specific to labor, equipment, or parts (which use technician pay rates, equipment rates, or part unit costs, respectively to derive cost rates), you must define cost and billable rates for each item. Optionally, you can define a Billable Markup Rate; however, if defined, the Billable Rate is cleared and the system applies the markup rate to the billable cost to determine the billable rate. These rates will then default as the Cost Rate and Billable Rate when entering work completed miscellaneous lines that reference the standard items.

Once you set up the standard items you will be using, you can apply them to work orders when entering work completed miscellaneous lines (in SM Work Orders, Work Completed tab). However, you also have the option to set up standard items as standard charges at the customer and/or customer site level. Standard items set up as standard charges are added automatically to each work order created for a customer/service site.

You can set up standard items to identify common work order charges that are not specific to work completed labor, equipment, or parts.

You can set up standard items to identify common work order charges that are not specific to work completed labor, equipment, or parts. Some examples are fuel surcharges, trip charges, and waste disposal.

You can also use standard items for services that you perform but do not charge for based on special conditions. For example, if you have customers that you do not charge for certain materials, you can set those materials up as standard items, and set the cost and billable rates to 0.00. If you prefer to track the costs and charges for a standard item, you can enter cost and billable rate values here, and then select the No Charge checkbox for each applicable work completed miscellaneous line on the work order before you create the invoice.

To set up standard items in SM Standard Items:

1. Open the SM Standard Items form.
2. In the Standard Item field, enter the standard item code/name (e.g. TrpChg, Surchg, etc.).
3. In the Description field, enter a description of the standard item.
4. In the Cost Rate field, enter the default cost rate for the standard item. This amount will default as the Cost Rate when entering work completed miscellaneous lines that reference this standard item in SM Work Orders (work completed tab).
5. In the Billable Rate field, enter the default billable rate for the standard item. This amount will default as the Billable Rate when entering work completed miscellaneous lines that reference this standard item in SM Work Orders (work completed tab).
6. (Optional) In the Billable Markup Percent field, enter the markup percent (e.g. enter 5% as 5.00000) to define a markup instead of a flat price for a standard item.

Note: An entry in the Billable Markup Percent field replaces the Billable Rate.

7. In the Cost Type field, enter the cost type (from SM Cost Types) related to this standard item, if applicable. The cost type specified here will default as the cost type for miscellaneous work completed lines (entered in SM Work Orders) referencing this standard item.

Note: You can override the billable rate for standard items at the rate template, effective date template, customer, service site, and/or work order quote level.