The Rates (SE10) program is used to create service rate codes which determine the dollar amount to be charged to the customer for the technician’s time entered in Enter Service Calls (SE30).
- Each Rate code may be set up with two different rates:
- A minimum rate (in the Minimum Billing Period section).
AND
- An extra rate (in the Extra Billing Period section).
- Note: The 'Labour Rates' field in Company Control Initialization (CC00/Service/Repair) is populated with rates entered in SE10. If you define a 'Labour Rate' in CC00, this rate is used as the default in the 'Field Rate' field in SE30/Dispatch and in the Rate field in SE30/Time.
The following list defines every field in SE10:
- Service Rate Code - enter or select from the query a Service Rate Code. Service Rate Codes can be a maximum of 2 alpha numeric character in length.
- Rate Description - enter a description of the rate code to a maximum of 20 alpha numeric characters. This is a mandatory field.
- The Minimum Billing Period section is used to calculate the minimum billing in minutes at an hourly rate. This section contains the following fields:
- Time (minutes) - enter the minimum time, in minutes, to be billed on a service call. The maximum number of minutes that you can enter in this field is 9999. This is a mandatory field.
- If a service call took only 15 minutes, and the minimum is 30 minutes, the customer will be billed for 30 minutes.
- Hourly Rate - enter the hourly rate to be applied to the minimum time period entered. The maximum hour rate that you can enter in this field is 999999.99. This is mandatory field.
- If the minimum time is 30 minutes, and the minimum hourly rate is $100.00, the customer will be billed $50.00 for the first 30 minutes spent servicing the equipment. Any time spent beyond the minimum time will be billed at the Extra Time Rate.
- Note: The minimum and extra charges appear on the customer's invoice as two separate detail lines.
- The Extra Billing Period section is used to calculate the additional rate, in minutes, at an hourly rate. The extra billing rate is added to the minimum billing rate. The fields in this section are not mandatory. If you do not enter information in this section, only the minimum billing rate will apply in SE30. This section contains the following fields:
- Time (minutes) - enter the minimum time in minutes for the extra billing. The maximum number of minutes that you can enter in this field is 9999.
- Any time spent servicing a piece of equipment beyond the Minimum Time may be charged in increments. For example, if the Minimum Time is 30 minutes, the time spent on the call is 35 minutes, and the Extra Time is set at 15 minutes, the customer will be charged for 45 minutes (the 30 minute minimum plus one extra time block of 15 minutes).
- If the actual extra time is to be billed, then enter '1' in this field.
- Working with the example (above), we would calculate the charges as 1 minimum charge for 30 minutes and 5 extra time blocks of 1 minute each for a total billing of 35 minutes.
- Note: Leaving the Extra Time and Extra Time Rate fields blank is interpreted as no charge for time over the Minimum Time, in effect making the Minimum Time act as a maximum time to bill on the call.
- If there is no minimum/masimum billing period, then enter the same rate for the Minimum Time and Extra Time.
- The minimum and extra charges appear on the customer's invoice as two separate detail lines.
- Hourly Rate - enter the hourly rate to be applied to the extra time entered. The maximum hour rate that you can enter in this field is 999999.99.
- For the extra time beyond the Minimum Time, the rate entered here (expressed as an hourly rate) is charged to the customer.
- If the Extra Time is 15 minutes, and the Extra Time Rate is $100.00, the customer is billed $25.00.
- Note: The minimum and extra charges appear on the customer's invoice as two separate detail lines.
The following table outlines the functionality of each button in SE10:
Button Label |
Icon |
Functionality |
Update |
|
Saves the information entered for the current record. |
Delete |
|
Deletes the current record. |
New |
|
Clears all of the fields that do not contain defaults allowing you to enter a new service rate code. |
Rates(SE10)
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