View source for Labor Editor Defaults

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<br> When adding Labor to an order or an invoice, you can setup default values for the Unit Cost and Unit Price fields.
<br>[[File:LaborEditor_Cost_Price_Defaults.png]]


== Labor Unit Price Defaults ==
The Service item selected in the Labor Item will drive the Unit Price in the Labor Editor. You can set a default Service Item for your technicians.

<br>[[File:Labor_ServiceItemDrivesPrice.png]]
<br>1. Go to '''Setup''' > '''Users'''
<br>2. Search for your technician
<br>3. Click '''Technician Settings''' tab
<br>4. Select their default service item in the '''Service Item''' field. When you select that tech in a labor item, the service item will default to what is set as their default. You can always change the service item, this is simply their default.
<br>[[File:Technician_DefaultServiceItem.png]]

<br>To edit the service item rate, go to '''Inventory''' module > '''Services'''. Search for the service item. Edit the '''Retail''' field (image below)
<br>[[File:ServiceItemRetailField.png]]

<br> If you enter a Wage Rate value in the Technician Settings tab, that amount will populate the labor editor when the tech is selected. Please note, if you select a service item, the “wage rate” amount will be overwritten. 

<br>If no service item is selected on the labor item, the labor line on the invoice that goes to QuickBooks will pass through SMP_Labor or the item you choose in the Default Labor Line Item in SQLink > Invoice/Proposal Options tab (image below).

<br>[[File:SQLink_DefaultLaborLineItemSetting.png]]
<br>[[File:LaborPassingThroughSMP_Labor_QB.png]]

<br> If you do not tax labor, make sure you go into QB and change the SMP_Labor to the tax code of Non. In SME > Inventory module > Services, search for SMP_Labor and make sure non-taxable is checked.

<br>[[File:QB_SMP_Labor_SetToNonTax.png]]
<br>[[File:SME_SMP_Item_setToNonTaxable.png]]

== Labor Unit Cost Defaults ==
<h3>Payroll Item drives Labor Cost</h3>
The '''Payroll Item''' selected in the Labor Editor drives the '''Unit Cost''' as shown in the image below.
<br>[[File:LaborEditor_DrivesUnitCost.png]]

<br>To setup a payroll item for your technician, go to '''Utilities''' > '''Payroll/Wage items'''. Click '''Run It''' to open the '''Wage Item Editor''' window.
<br>Your payroll Items from QuickBooks will be imported into SME
<br>Search for the Payroll Item you want to edit. Add the technicians by clicking '''Add From Techs'''. Enter the '''Wage Amount'''
<br>[[File:WageItemEditor_SetupPayrollItem.png]]

<h3>Option for Service Item to drive Labor Cost</h3>
If you want to overwrite the payroll cost with the cost of the service item selected in the Labor, you need check a setting in the Setup module.
<br>[[File:OverridePayrollCost.png]]
<br>1. Go to '''Setup''' > '''Company''' > '''Orders'''
<br>2. Click '''Edit''' and check '''Override payroll cost from service item on labor records'''.
<br>3. Click '''Save'''.
<br>Now when entering labor, the service item will drive the price and also the cost of the labor.

<h3>Tech Wage Cost field drives Labor Cost</h3>
If you don't want to use Payroll Item, the value in the technicians Wage Cost field populates the Unit Cost field.
<br>Go to '''Setup''' > '''Users''' and search for your tech. Click the '''Technician Settings''' tab. Enter the '''Wage Cost'''. Remember, if there is a Payroll Item selected on the Labor Editor, the Wage Cost will be overwritten by the Payroll Item.

<br>[[File:Technician_WageCostSetting.png]]



== Billing Status field ==
On the labor item, there is a Billing Status field that drives the billing quantity field. The billing status could be one of the following:
<br>-  Billing Hours equal to Scheduled Hours
<br>-  Billing Hours are fixed (user entered)
<br>-  Billing Hours equal actual time tracking hours (hours timed using the time tracker on SME Mobile Tech)

<br>[[File:BillingStatus_EqualScheduled.png]]
<br>
<br> Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable”
<br>[[File:BillingStatus_LaborEditor.png]]
<br>
<h3>Setup New Billing Status</h3>
<br>Setup your Billing Status drop down values by going to '''Setup''' > '''Company''' > '''Lists'''
<br>Find Billing Status and click '''New''' at the bottom (image below)
<br>[[File:BillingStatus_New.png]]
<br>
<br>In the Code Editor that opens, enter a name and choose one of the three options (image below)
<br>[[File:BillingStatusOptions.png]]


<h3>Assign Billing Status</h3>
<br>Billing status can be set as default in following areas:
<br>- Set a default on any new customer created: '''Setup'''> '''Company''' > '''Customer Defaults'''>''' Rates and Charges Defaults'''.  This will allow setting of a default billing status for any newly generated customers.
<br>-  Set a default on a customer:  '''Customer''' > '''Rates'''.  Once set all orders created for this customer will have this default billing status
<br>-  Set on an individual order: Service or Install Orders> '''Details and Settings'''.  Once billing status is set, all new labor created will use this billing status but it can be changed.
<br>-  Set on individual labor items: Service or Install Orders> Order Items> Labor.  
<br>