Customer Explorer: Site Materials

Site Materials tab will display all active site level material pricing with the option to include historic/future items, create a new material rate and preview material rates. Also see Site Materials Video Tutorial and Related Topics.

 

Site Materials

 

Create Material Rate

  1. Click Create Material Rate.
  2. Select the New Material, Billing Unit, Effective Date and Rate Type (Fixed or Variable). See Market Rate Maintenance for more information on Variable Rate Types.
  3. Enter the Rate if using Fixed Rate Type.
  4. Select a specific Facility or leave as the default -All Facilities-.
  5. Enter the optional Invoice Description. This description will print on the invoice in place of the material description. Example.Closed
  6. Save.
  7. Click Include Historic/Future Items to view the Material grid with all current, historic and future items.

 

Preview Material Rates

Material Rate details for current, historic and future items can be produced into a report.

  1. Click Preview Material Rates.
  • Material Rate Details report will preview.
  • Click printer icon to produce a printed report.

 

Customer Explorer: Service Materials

Disposal Ticket Entry

Market Rate Maintenance