https://www.high5software.com//mediawiki/index.php?action=history&feed=atom&title=Rates_and_Assignments_-orders 2026-04-15T15:42:53Z Revision history for this page on the wiki MediaWiki 1.35.11 https://www.high5software.com//mediawiki/index.php?title=Rates_and_Assignments_-orders&diff=1110&oldid=prev 2011-06-11T01:01:27Z

<p>Created page with &quot;<a href="/mediawiki/index.php?title=File:RatesAndAssignments.jpg" title="File:RatesAndAssignments.jpg">File:RatesAndAssignments.jpg</a> {| class=&quot;MsoTableGrid&quot; style=&quot;border-collapse: collapse; border: medium none&quot; border=&quot;1&quot; | style=&quot;width: 90.9pt; border-width: 1pt medium; bor...&quot;</p> <p><b>New page</b></p><div>[[File:RatesAndAssignments.jpg]]<br /> <br /> <br /> {| class=&quot;MsoTableGrid&quot; style=&quot;border-collapse: collapse; border: medium none&quot; border=&quot;1&quot;<br /> | style=&quot;width: 90.9pt; border-width: 1pt medium; border-style: solid none; border-color: black -moz-use-text-color; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Price Book&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: 1pt medium; border-style: solid none; border-color: black -moz-use-text-color; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> If you assigned a price book to the customer, then when you create an order for a customer the order is automatically assigned the price book.<br /> |-<br /> | style=&quot;width: 90.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Labor Rate&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> This is pulled over from the customer record.<br /> |-<br /> | style=&quot;width: 90.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Premium Hour&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> This is pulled over from the customer record. If you click on the Totals tab, you will see the Premium Hour in the Premium field.&#039;&#039;&#039;&lt;font color=&quot;red&quot;&gt;&lt;/font&gt;&#039;&#039;&#039;<br /> |-<br /> | style=&quot;width: 90.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Trip Charge&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> This is pulled over from the customer record. If you click on the Totals tab, you will see the Trip Charge in the Trip Charge field.<br /> |-<br /> | style=&quot;width: 90.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Sales Person&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> Automatically populated with the Salesperson assigned to the company you are creating the order for. Use the drop down to change.<br /> |-<br /> | style=&quot;width: 90.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Lead Tech.&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> Select the lead technician for this order.<br /> |-<br /> | style=&quot;width: 90.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Primary Tech.&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> When adding labor for this order, the Primary Tech will automatically populate the technician field in the Labor Editor. You set a company’s Primary Tech in the Customer record, Account tab.&lt;span&gt; &lt;/span&gt;<br /> |-<br /> | style=&quot;width: 90.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Secondary Tech&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> The secondary tech. is pulled from the customer record.<br /> |-<br /> | style=&quot;width: 90.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Assigned To&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> The first technician you assigned in the technician field in the Labor Editor window for this order.&lt;span&gt; &lt;/span&gt;If you change the technician in the Labor Editor, the Assigned To field is not updated.<br /> |-<br /> | style=&quot;width: 90.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;121&quot; valign=&quot;top&quot; |<br /> &#039;&#039;&#039;Class&#039;&#039;&#039;<br /> | style=&quot;width: 603.9pt; border-width: medium medium 1pt; border-style: none none solid; border-color: -moz-use-text-color -moz-use-text-color black; -moz-border-top-colors: none; -moz-border-right-colors: none; -moz-border-bottom-colors: none; -moz-border-left-colors: none; -moz-border-image: none; padding: 0in 5.4pt&quot; width=&quot;805&quot; valign=&quot;top&quot; |<br /> Pulls from the Class set in the Customer record, Account tab.<br /> |}</div>

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