Rates
Use the Rates screen 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 appear on the Select Rate Code screen accessed by clicking the Search 
icon next to the Rate Code field on the Segments tab.
Different sources for the labor rates charged on Work Orders are:
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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 by the user when recording hours worked on a Work Order. It overrides 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 is used for all subsequent labor hours unless changed manually when entering labor.
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The Labor Pricing screen.
For information on Work Order Types, see the Work Order - Type screen.
To open the Rates screen, navigate to Configuration > Service > General Ledger > Rates.
The sorting options on the Rates screen are:
| Sort by | |
|---|---|
| Field | Description |
| Rate Code | Sort the search results by rate code. |
| Location | Sort the search results by location. |
| Description | Sort the search results by rate code description. |
The search fields on the Rates screen are:
| Field | Description |
|---|---|
| Select Rate Code | Search for rate codes by entering a rate code. |
| Select Location | Search for rate codes by entering a location. |
| Select Description | Search for rate codes by entering a rate code description. |
| Include Inactive | Includes inactive rate codes within the search results. |
The fields on the Rates screen are:
| Field | Description |
|---|---|
| Rate Code | A two character alphanumeric code used to represent the rate code within the system. |
| Location | The location where the rate code is valid for use. |
| Description | A brief description of the rate code. |
Click a Rate code to edit an existing rate.
Click the Need to create a new rate code? Click here to add link to add a new rate code to the system.
Click Close to close the Rates screen and return to the Configuration Quick Links screen.
Data Source: PFWTAB
Revision date: 2026.01