Rate Schedule - WebTMA 5

Path: Accounting > Rate Schedules

The Rate Schedule function is exclusive to WebTMA Enterprise.

Use the WebTMA Enterprise Rate Schedules window to adjust rates for either Work Orders or Sales Orders. The two types of schedules cannot be combined. A Rate Schedule record applies to either Work Orders or to Sales Orders, not both.

Rate Schedules for Work Orders

Path: Accounting > Rate Schedules

The Rate Schedule function is exclusive to WebTMA Enterprise.

Users have three ways to select or adjust labor rates using Rate Schedules:

  • Personnel Rate. The charge rate set from the technician record.
  • Time Types. The charge rate set from Lookups / Time Types.
  • Rate Schedules. Specific rate schedules established from the rate schedule window to mark up charges and/or provide a flat hourly rate.

Rate schedules are used to apply markups to a unique combination of criteria including labor, parts, other charges, and contractor fees. Using the Rate Schedule window, you can create a rate schedule to apply markups by category such as contract, facility, and building.

Since rate schedules are applied by category, they are more efficient than applying a markup to individual records on a line-by-line basis. Rate schedules have fewer limitations and save time.

You can create as many rate schedules as desired from the Rate Schedule window. The Description field is large, which allows you to create a detailed description for each schedule.

The following Quick Post windows respect the rate schedule when applied to a work order:

Quick Post Cost

Quick Post Time & Labor

Quick Post Labor by Technician

Quick Post Material

Quick Post Other Charges

Quick Post Contractor Charges

Rate Schedule Hierarchy for Work Orders

The Rate Schedule function is exclusive to WebTMA Enterprise.

Rate schedules are applied to work orders using the following hierarchy from first to last:

(1) Contract Rate Schedule

(2) Building Rate Schedule

(3) Facility Rate Schedule

(4) Department Rate Schedule

(5) User-selected Rate Schedule on the individual Work Order

For example, if you create a work order and it includes a contract, building, facility, or department with different rate schedules, the rate schedule of the contract is used because it is the first level in the hierarchy. If the work order does not include a contract, the building schedule is used, etc. For individual work orders, you can change the rate schedule on each task line and override the hierarchy.

PM work orders do not use the hierarchy. If the PM scheduling information includes a Rate Schedule, then the schedule is applied. The Rate Schedule is added for PMs from Organization > Tasks > Records / PMs Tab.

If a Rate Schedule for a PM is inactive, the PM cannot be generated.

In cases where the PM scheduler does not include a rate schedule, you can enter one manually from individual PM work order records.

Rate Schedules and Contracts

Path: Organization > Contract > Services Tab–Add Task Type Popup

The Rate Schedule function is exclusive to WebTMA Enterprise.

When adding rate schedules to contracts, one rate schedule can be linked to each task type linked to the contract. This is done from the Add Task Type popup window.

Rate Schedules for Sales Orders

Path: Accounting > Rate Schedules

The Rate Schedule function is exclusive to WebTMA Enterprise.

Sales Order Rate Schedules apply to stocked and OTP parts. Only the Department category is available.

When you select the Sales Order Only radio button, most fields on the window are disabled. The field labeled Rental/Other % Markup refers to OTP when you select Sales Order Only.

If you edit an existing Rate Schedule for work orders and click the Sales Order Only radio button, all the previously defined work order criteria are deleted except line items on the Department Subtab.

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