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Setting Up SM Rate Templates

SM Rate Templates define equipment, labor, material, and non-material purchase rates used for Billable Rate (charge to customer) on SM work-order work-completed lines. Assign on SM Customers, SM Service Sites, and work order scopes (SM Work Orders).

Trimble topic: About Rate Templates and Override Rates / procedure Set up a Rate Template.

Before you start​

  • No labeled prerequisites. Implied:
    • Equipment billable rate also needs a usage rate on the revenue code (EM Revenue Rates by Equipment or by Category).
    • Material basis pulls HQ Materials and/or IN Location Materials.
    • A template must be on the work order scope before any work-completed lines (customer/site assignment is optional).
    • Inactive templates are hidden from lookups and cannot be assigned.

Steps (Info)​

  1. Open SM Rate Templates (Service Management → Programs → SM Rate Templates).
  2. Enter Template (code, up to 10 characters).
  3. Enter Description (up to 60 characters).
  4. Enter Equipment Markup Percent — markup on equipment usage (enter 5% as 5.00000). Billable rate = this markup × equipment usage rate for the revenue code. Advanced → SM Rate Equipment Overrides (by equipment + revenue code).
  5. Enter Labor Rate — standard/default customer labor charge on work-completed labor lines. Advanced → SM Advanced Labor Overrides by technician, craft/class, call type, and/or pay type. Template rate is used only if no advanced match.
  6. Set Material Type — Markup or Discount (what Percent means).
  7. Set Material Basis — A-Actual Cost, S-Standard Cost, V-Average Cost, L-Last Cost, P-Standard Price.
  8. Set Break Points By — T-Total Cost or U-Unit Cost (applies when total/unit cost ≥ breakpoint).
  9. Enter Material Percent — standard markup/discount (enter 5% as 5.00000).
  10. Enter Non-Material Purchases Markup Percent (Required). Applies to non-material Misc and Purchase lines. 0.00 = no markup. Advanced: SM Adv. Non-Material Overrides / SM Advanced Non-Material (break points and/or cost type).
  11. Leave Active checked to assign and to appear in lookups.
  12. Save. Optionally use Standard Item Overrides, Effective Dates (SM Add Effective Date / SM Rate Template Effect Dates), and related Advanced override forms.

Material Percent use​

  • Misc: when SM cost type category is M-Material (material optional).
  • Inventory: always, even with no SM cost type.
  • Purchase: material cost type (material optional), or a material plus a non-material/blank SM cost type.

Typical pattern: A/S/V/L with markups; P with discounts. If Material Percent is 0.00, rate break points are ignored; a non-zero rate is required before breakpoints work.

Defaulting onto work orders​

  • Site template defaults onto new WOs for that site.
  • No site template: customer WOs use SM Customers template, else blank and must be assigned before work completed.
  • Job WOs default blank and must be assigned.
  • Scope assignment is mandatory before work completed; customer/site assignment is not.

Hard rules​

  • Inactive: no F4/rate-template lookup; cannot assign to customers, service sites, or work order scopes.
  • Advanced equipment/labor/material rates win over the template standard rate when criteria match; else template rate. Multi-level order spans template, effective date, customer, service site, and work order quote (see Equipment, Labor, Material Rate Hierarchy topics).
  • Effective-date rates are used only if no service-site or customer override (form note). One form line frames the Effective Dates tab as material-only; the procedure says effective-date templates can define equipment, labor, material, and standard items rates in advance.
  • Cost-type non-material overrides live on SM Adv. Non-Material Overrides, not only the template percent.

Notes​

  • Related: SM Rate Equipment Overrides; SM Advanced Labor Overrides; SM Rate Override Material / Category & Material Overrides; SM Advanced Non-Material; SM Adv. Non-Material Overrides; SM Standard Item Overrides; SM Add Effective Date; SM Rate Template Effect Dates; SM Rate Override Base; EM Revenue Codes / Rates; IN Location Materials; HQ Materials; SM Customers; SM Service Sites; SM Work Orders.