The procedure to define contract pricing rule exceptions is as follows:
- Navigate to Quick Menu > Repairs > Configuration > Contracts. The Contract Details window is displayed.
- Expand a contractor from the alphabetical list and select an associated contract or type the contract name into the Search Contract field. By default the list is filtered to show Current contracts. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- With the correct contract displayed, click on Pricing. The Pricing tab is activated.
- Highlight the desired row in the Pricing Rules summary list and click on New Exception. The Search Schedule of Rates window is displayed.
- Enter the first few characters of the SOR (Schedule of Rates) code or description into the field provided. Select the desired SOR from the filtered drop-down list 2.
- Amend the Labour price, Material price, Overhead price and Total price figures, as required i.e. to reflect any deviations away from the SOR code base prices relevant to this contract.
- Click on Save to store the single entry or Save & Add to record additional exceptions. The entries appear in the SOR Exceptions summary table 3.
Note
1 The Search Contract field will match against any element of the contract name.
2 The SOR search field will match against any element of the code or description and only SOR codes included in the contract definition will be displayed in the filtered list.
3 A SOR code cannot be selected more than once for the same pricing rule.
See related topics...
To define contract pricing rules
To remove a contract pricing rule exception
To create a new contract
Contract maintenance overview
