This topic is for advanced users. See Basic Pricing and Special Purpose Pricing for ordinary Pricing explanations.

The Work Order Items Tab - Labor adds another layer of Pricing control specifically for Labor. Here we trace the order of choices from the defaults coming in from the Work Order General Tab up through the most detailed override exception for Labor. (See Pricing Tables for the overview of all Pricing controls.)

Remember, at the same Level, Customer-related pricing will prevail over everything except manually keyed overrides (See Pricing Rule 4). Also, Customer Agreement Margins will prevail over most Customer Special Pricing. (See Pricing Rule 5.)

On the Labor Items Tab, two possible fields affect calculation of the Unit Sale Amount:

GENERAL Level - Field: Rate Type

Click to see the complete Pricing Controls Chart: General Level - Rate Type

1. No Entry - Labor Rate Type - from Work Order General Tab:

2. Non-Customer Overrides - Labor Rate Type - None at General Level

3. Customer Overrides - Labor Codes and Labor Rate Types - (3 Types):

There can be multiple Customer entries which could affect Labor Prices in general:

Customer Agreement Margins from the Agreement Pricing Tab will prevail over most Customer Special Pricing. (See Pricing Rule 5.)

4. Note that for the Agreement Work Order, the default Agreement margin prevails, even though Special Pricing for the Labor Rate exists.

4. Manual Override - Labor Rate Type - None at General Level

SPECIFIC Level - Fields: Labor Code and Rate Type

Click to see the complete Pricing Controls Chart: Specific Level - Items Tab - Labor.

1. No Entry - Labor Rate Type - determined at General Level - above:

2. Non-Customer Overrides - Labor Rate Type - (2 Types):

In certain cases you may wish to attach a Labor Rate override to a certain Employee on the Employee Details Tab, for use in many Work Orders. Since this is a Specific Labor control it will override even the General Pricing above.

Remember, at the same Level, Customer-related pricing will prevail over everything except manually keyed overrides.

3. Customer Overrides - Labor Codes - (4 Types):

1. Compare two Work Orders for the Customer above who has specific Customer Special Pricing as shown in Number A2) above for a keyed Labor Code with Labor Rate.

A-1: The General Tab of the Work Order with no Agreement:

A-2: Enter Labor on this Work Order, using a specific Labor Code with Labor Rate, which has been entered into Customer Special Pricing:

B-1: The General Tab of the Work Order with an Agreement that has an Agreement Margin for all Labor:

B-2: Make the same Labor entry on this Work Order and you will see that the Agreement Margin prevails over the Customer Special Pricing:

See Pricing Rule 5:

The descriptive name of the Labor Rate Type that was in effect remains unchanged, but the Unit Sale Amount matches the Customer Special Pricing.

You might note that in this example the Labor Rate Type that was in effect came from the Non-Customer override from the Employee. However, the Unit Sale Amount reflects the Customer Special Pricing.

 

The calculations have taken the 12 hours of Labor up against the 10 Hour Discount Limit for this Labor Code on the Agreement Coverage Tab. Therefore it has placed the charge for 10 hours (at the default Rate of $40.00) into the Discount Amount field, and has charged at the same Rate of $40.00 for the remaining 2 hours over the Limit.

Notice in the example below that the Labor Code has been keyed in to cause usage of some Coverage Labor Discount. However, the Labor Rate Type below is not the $60.00 Rate attached to the keyed Labor Code, but the Labor Rate from Agreement Tab that has defaulted from the Work Order General Tab hierarchy. (See Manually Keyed Labor Code. )

4. Manual Override - Labor Rate Type - keyed (2 Types):

Note: You must authorize Employee Security Rights to directly override the Unit Sale Amount derived from the pricing hierarchy.

 

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