Add or Edit a Customer Category Code

Authorized users can use the Customer Category List page to view work order customer category codes. A customer category code defines the different labor rates by the city to where those rates are assigned. If your municipality charges external customers different rates than internal customers, use a Customer Category code to mark up that cost.

To add customer category codes or edit existing customer category codes, follow the steps below.

1. Go to Maintenance > Financial Management > Work Orders > Customer Category Codes.
2. To edit an existing customer category code, click the Edit icon next to the code listed. To add a new customer category code, click New.
3. In Code, type a unique short name to describe the customer category code.
4. In Description, type a longer textual description for the customer category code.

5. Select the Active check box to designate the code as active in the system. If not selected the customer category code is inactive.
6. In Effective Date, select the date when the Markup values will be effective. The effective date format is the date thru <open>. To create a new effective date, click Copy and select a new date in the Enter New Start Date dialog box. Click OK to save your changes. The previous effective date now has an end date that is the day before the new effective date you created.
7. In Starting Date, select the date when the customer category code can first be used. By default, it is set to the current date when you create a new code.
8. In Labor Cost Basis, select the rate at which the labor cost will be applied. The following options are available:
   • By Laborer—the markup is automatically calculated based on the laborer's payroll rate.
   • Flat Override—a flat rate for each laborer is used. Enter the amount in the Flat Labor Rate field.
   • Flat Override by Labor Category—you can select a rate for any Labor Category and enter the rates in the Labor Category Overrides table that appears.
9. In the Markup fields for Labor, Equipment, Material, Direct Cost, or Overhead, you can optionally enter a percentage of the markup costs that will be added to the total cost of the work order.
10. Click Save to save the customer category in the system. Click Save/New to save the category and create another category.

While editing a customer category code, click Reset at any time to return to the previous state the page was in before you made changes.

For more information on using the Customer Category Maintenance page, expand a category below: 

See Also

Customer Category List

Add or Edit Equipment

Add or Edit a Laborer

Work Order Setup