Rates
To open the Rates screen, hover over the Configuration link from anywhere within IntelliDealer and select Service> General Ledger> Rates from the drop down list.
The Rates screen allows you to define work order rates used to charge labor on work orders and quotes. A Work Order Rate is usually defined and used for specific rates that cannot be easily derived from the employee’s Work Order Rate per hour. For example, many dealers define a job code and/or Work Order Rate for seasonal “get ready” specials offered to their customers. A rate code can be used alone or can function as a multiplier with a job code. Valid rate codes will appear on the Select Rate Code screen accessed by clicking on the Search
icon next to the Rate Code field on the Segments tab.
The following are different sources for the labor rates charged on Work Orders:
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A technician’s rate can be used with a Premium Code. The Premium Code is entered when recording hours worked on a Work Order.
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A rate is entered in by the user when recording hours worked on a Work Order. It will override any rate normally calculated for the Work Order (for that entry only).
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A rate can be entered on the Segments tab. This will be used for all subsequent labor hours unless changed manually when entering labor.
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The Labor Pricing screen.
For an important note on Work Order Types, click here.
The following sorting options appear on the Rates screen:
| Sort by | |
|---|---|
| Field | Description |
| Rate Code | Sort the search results by rate code. |
| Location | Sort the search results by branch location. |
| Description | Sort the search results by rate code description. |
The following search fields appear on the Rates screen:
| Field | Description |
|---|---|
| Select Rate Code | Search for rate codes by entering a rate code. |
| Select Location | Search for rate codes by entering a branch location. |
| Select Description | Search for rate codes by entering a rate code description. |
| Include Inactive | Includes inactive rate codes within the search results. |
The following fields appear on the Rates screen:
| Field | Description |
|---|---|
| Rate Code | A two character alphanumeric code used to represent the rate code within the system. |
| Location | The branch location where the rate code is valid for use. |
| Description | A brief description of the rate code. |
Click on a Rate code to edit an existing rate.
Click on the Need to create a new rate code? Click here to add link to add a new rate code to the system.
The following button allows you to complete your work on the Rates screen:
| Button | Function |
|---|---|
| Close | Closes the Rates screen and returns to the Configuration Quick Links screen. |