Before you begin:
Select the Files Menu from the main menu of RMS and choose the Work order Markup File. You will want to create markup records if you want to automatically add charges or automatically increase cost to maintenance parts, labor or the total cost.
Several Markup records may be included in a group. The group is assigned to a vendor. The vendor can then have access to the different markup records in the group. The vendor will have one mark up that is the default mark up but other markups may be chosen instead of the default. Other mark up records may be chosen during the work order completion process.
Markup Key:
Enter a short identifier for the markup record.
Description:
Enter a more detailed description of the markup.
Group Code:
Choose one from the list by using the [Select] button.
In order for the vendor to have a default markup, you must give the markup a group code. Group codes must be established in the Control File, Work order Information.
Markup field:
Choose from [Parts], [Labor] or [Bid]. Bid is the total cost.
You must decide which cost this markup record will add charges to.
Markup default:
Choose [Yes] if you want this record to be the default for the group
Choose [No] if you do not want this record to be the default for the group. You will be able to pick it from the list of available markups during the completion process.
Zero markup key:
Choose [None] if you want no markups to be applied to zero cost.
Choose from the [Select] list if you want to apply a markup when the cost is zero.
Field to use:
This option is only available if you chose from the [Select] list in the previous field.
Choose [Parts] if you want to use the vendor parts cost for a zero markup record.
Choose [Labor] if you want to use the vendor labor cost for a zero markup record.
Choose [Bid] if you want to use the vendor total cost for a zero markup record.
Rounding factor:
Choose [None] if you do not want to round up any amounts.
Enter a rounding factor in dollars or cents if you would like to round off your costs.
Range:
Enter the Range you would like to apply the first markup cost to when using this record.
Markup:
Enter the amount you would like to add or the percentage.
Value:
Choose [dollars] if you would like the markup amount in the previous field to be in dollar amount.
Choose [percent] if you would like the markup amount in the previous field to be a percentage.