Setting up rates for fleet markup codes

Set up rates for fleet markup codes. Specify particular rates for particular dates by setting up start dates and end dates for the rates. A markup can be expressed as a flat rate or a flat percentage. For example, select to mark up the cost of fuel by 20 USD (per inventory UOM) or by 50 percent.

Note: You cannot enter a markup charge and a markup percentage for the same markup code.

To set up rates for fleet markup codes:

  1. Select Work > Fleet > Fleet Markup Codes.
  2. Select the fleet markup code for which to set up rates, and then click the Rates tab.
  3. Click Add Rate.
  4. Specify this information:
    Start Date
    Enter the start date of the rate.
    End Date
    Enter the end date of the rate.
    Note:  Start Date must be on or before End Date.
    Fuel
    Enter the markup amount for fuel charges.
    Labor
    Enter the markup amount for labor charges.
    Parts
    Enter the markup amount for parts charges.
    Contract Labor
    Enter the markup amount for contract labor charges.
    Pool Mileage
    Enter the markup amount for mileage charges on pool tickets.
    Loaner Mileage
    Enter the markup amount for mileage charges on loaner tickets.
    Assignment Mileage
    Enter the markup amount for mileage charges on assignment tickets.
    Pool Usage
    Enter the markup amount for usage charges on pool tickets.
    Loaner Usage
    Enter the markup amount for usage charges on loaner tickets.
    Assignment Usage
    Enter the markup amount for usage charges on assignment tickets.
    Insurance
    Enter the markup amount for insurance charges.
    Fuel %
    Enter the markup percentage for fuel charges.
    Labor %
    Enter the markup percentage for labor charges.
    Parts %
    Enter the markup percentage for parts charges.
    Contract Labor %
    Enter the markup percentage for contract labor charges.
    Pool Mileage %
    Enter the markup percentage for mileage charges on pool tickets.
    Loaner Mileage %
    Enter the markup percentage for mileage charges on loaner tickets.
    Assignment Mileage %
    Enter the markup percentage for mileage charges on assignment tickets.
    Pool Usage %
    Enter the markup percentage for usage charges on pool tickets.
    Loaner Usage %
    Enter the markup percentage for usage charges on loaner tickets.
    Assignment Usage %
    Enter the markup percentage for usage charges on assignment tickets.
    Insurance %
    Enter the markup percentage for charges on insurance tickets.
  5. Click Submit.
Parent topic: Creating fleet markup codes