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You can set the billing amount and markup costs for a service invoice based on criteria such as call type, problem type, equipment type, and so on, for non-labor charges. For example, for an emergency call, you might want the ability to charge a higher markup cost. In addition, you can also include a flat rate/fee with zero costs to the service invoice. 

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Step 1: Enabling the Extended Pricing

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Select Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Invoice Options.

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Matrix and Defaults for Price Matrix and Labor Rate Groups.

Use the Invoice Options Setup window to enable Use Extended Pricing by Cost Code (Non-Labor)

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• Bill To (default): The pricing matrix and labor rate group default from the pricing matrix and labor rate group on the Bill To location record.
• Location: The pricing matrix and labor rate group default from the pricing matrix and labor rate group on the service call Location record.

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Defaulting the Price Matrix and Labor Rate Group

You have the option to select whether the . Under Service Call Defaults, you select whether the price matrix and labor rate group will populate on a new service call from the service call Location record or the Bill To Location record.
For example, if a customer has two different locations (location A and location B) where work is performed, but only one billing address (location B), the Defaults for Price Matrix and Labor Rate Groups setup option allows you to create the following scenarios:

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• The price matrix and labor rate group for a new service call are pulled from the Bill To Location.
• A service call performed at location A and billed to location B will use the price matrix and labor rate group from location B (the Bill To location).>A service call performed at location B and billed to location B will use the price matrix and labor rate group from location B (the Bill To location).

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 See Choosing Invoice Options.

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Step 2: Setting up Sub-Cost Codes for Other Costs (Optional)

Sub cost codes allow you to assign sub cost category accounts for other costs. An example would be a trip charge that you may charge that is separate from the actual work being done. This allows you to track other costs and a lower level through GL accounts. Sub cost codes apply only to cost code 5 (usually labeled as Other). Each sub cost code will have its own tax schedule and own set of GL accounts for posting.

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1. Select Tools > Setup > Service Management > Invoice Setup > Master Tax Schedule Setup. The Service Management Master Tax Schedule Setup opens.

2. Select a master tax schedule ID.
3. Select the Other Costs Setup button. The Other Cost Master Tax Setup window opens.
4. Select an Other Costs Sub-Cost Code.

5. Select a Tax Schedule ID. 

   Note
   If you are using third-party tax software, the Exclude From Tax Calculation checkbox has no effect.

   
   

6. Select Save. The master tax setup is saved and displays in the list at the bottom of the window.

Step 3: Setting up Extended Price Matrices for Markup on Costs

Extended price matrices allow you to define all pricing markup for non-labor charges, by cost code element. You can filter criteria by various elements of a service call, such as problem type, service call type, equipment type, and so on. Each element is a field that can be either required or not required. You can set up multiple price matrices, based on a combination of elements.
First, you must define which elements will be required for which price matrix/cost code combinations.

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1. Select a Copy From price matrix name and a Copy To price matrix name. Enter a Pricing Description for the Copy To price matrix.
2. Select Copy.
3. Select OK to the Copy completed successfully message.

Step 4: Setting up Billable Overhead 

To account for miscellaneous service expenses like shop supplies, fees, and non-inventoried items such as nuts and bolts, you may select to set up a "billable overhead" charge, to be added automatically to your service invoices. This charge is calculated as a percentage of the total cost or billing amount for a cost category, with set minimum and maximum amounts. Setting up this automatic charge is useful in helping to eliminate user error, as it assures that billable overhead is being applied on a consistent basis.
You can set up multiple charges in your pricing matrices, which are then assigned to customer locations; this allows you to not only associate different charges with different customers but also assign a different charge to each location.

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