Master Schedule Of Rates Groups

A Schedule Of Rates (SOR) is a price guide for estimating, tendering and contracting works. If an organisation uses set prices for completing similar works regardless of Location, they are using a Schedule Of Rates e.g. charging the same rate in any Location for Building 1m² of red brick wall.

SORs within MRI Evolution are applied on a Contract by Contract basis. A Master SOR can be created and then imported onto each Contract to save time and aid consistency. This can then be amended accordingly. Alternatively an individual SOR can be built against each Contract.

SOR Categories and Sub Categories are used to help filter, group and report e.g. a Category could be 1m² Brick wall, Sub Categories could be Red Brick or Breeze block.

The list of Master Schedule Of Rates Groups is maintained here.

Available from 5.9.0.0

A tab has been added to the Master Schedule Of Rates Groups grid page, the tab contains a grid showing all Master Schedule Of Rate Items records from the ScheduleOfRatesMasters entity.

Settings > Contracts > Master Schedule Of Rates Groups - or - Settings > Finance > Master Schedule Of Rates Groups

The link will open the Master Schedule Of Rates Groups grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Master Schedule Of Rates Group click New , to edit an existing Master Schedule Of Rates Group click Edit . A pop up window will appear which will allow the creation or amendment of a Master Schedule Of Rates Group.

Click to view - Master Schedule Of Rates Groups Fields and Descriptions

Field Name	Description
Name	The name of the Master Schedule Of Rates Group.
Description	The description of the Master Schedule Of Rates Group.

Complete the fields and click Save . Once the Master Schedule Of Rates Group header has been completed and saved a sub navigation will appear to allow additional entities to be created:

Master Rate Items

Master Rate Items

Click to view more detail.

Master Rate items form the basic listed items for the SOR e.g. the cost for Building 1m² of brick wall.

Settings > Contracts > Master Schedule Of Rates Groups - Master Rate Items - or - Settings > Finance > Master Schedule Of Rates Groups - Master Rate Items

The link will open the Master Rate Items grid.

Available from 5.8.1.0

The delete toolbar button has been replaced with a Status change button group to manage the state transitions of the new Schedule Of Rates state model. A record must be selected from the grid before selecting the desired state from the button group.

Search and Query functions have been enabled in the grid, as well as column filters. A Show Historic toggle button has been added in order to show or hide Master Rate Item records with a status of History.

To add a new Master Rate Item click New, to edit an existing Master Rate Item click Edit . A pop up window will appear which will allow the creation or amendment of a Master Rate Item.

Field Name	Description
Detail Tab	Available from 5.8.1.0
Code	The code used to identify the Master Rate Item.
Master SOR Group	Auto-populated with the Master SOR Group. Available from 4.4.8 Available from 5.8.1.0 The field label is now a hyperlink to open the populated record.
Short Description	The short description of the Master Rate Item.
SOR Category	From the drop down select the Schedule Of Rates Category. Available from 5.8.1.0 The field label is now a hyperlink to open the populated record.
SOR Sub Category	From the drop down select the Schedule Of Rates Sub Category. Available from 5.8.1.0 The field label is now a hyperlink to open the populated record.
SOR Priority	Enter a SOR Priority.
Other Ref	A reference for the Master Rate Item.
Task Category	From the drop down select the Task Category - this will filter the available SOR items on a Task. Available from 5.8.1.0 The field label is now a hyperlink to open the populated record.
Task Discipline	Available from 5.8.1.0 From the drop down select the Task Discipline - this will filter the available SOR items on a Task.
Location Type	Available from 5.8.1.0 From the drop down select the Location Type - this will filter the available SOR items on a Task.
Units Section	Available from 5.8.1.0
Unit Type	The unit type controls how users will enter units for the rate item to determine the cost. Options include quantities, dimensions, hours and a simple required/not required check box. From the drop down select the Unit Type: Quantity - allows a quantity to be added Quantity Decimal - allows a quantity with a decimal point to be added Squared - for calculating square meterage Cubed - for calculating cubic meterage Hours - for calculating labour hours Required / Not Required Available from 5.8.1.0
Unit Description	Enter a description of the Unit, such as 'square metre of glazing', 'linear metre of bricks', 'full time employee' or 'an item of ...'.
Unit Time	The amount of time required to complete a single quantity of the Unit.
Default Quantity	Available from 5.8.1.0 The default quantity will be used to populate the Quantity field when this rate is first selected. It can be overridden by the user if required. The default quantity will also be used when the Unit Type is Required / Not Required and the customer checks the box to say the rate item is required.
Minimum Quantity	Available from 5.8.1.0 This optional value can be used to set a minimum quantity that must be requested in order for this item to be added to a Task.
Rates per Unit Section	Available from 5.8.1.0
Labour Cost	The estimated cost of Labour for a single unit of the selected Unit Type when the SOR is applied to a Task. Note: Where the Unit Type is Quantity or Quantity - Decimal, the calculation for the Task is a straightforward X multiplied by Y. When the unit type is Squared (or Cubed) the SOR, the Task has different fields to fill in and it will multiply costs by height, width (and possibly depth) instead.
Stock Cost	The estimated cost of Stock for a single unit of the selected Unit Type when the SOR is applied to a Task. Note: Where the Unit Type is Quantity or Quantity - Decimal, the calculation for the Task is a straightforward X multiplied by Y. When the unit type is Squared (or Cubed) the SOR, the Task has different fields to fill in and will multiply costs by height, width (and possibly depth) instead.
Plant Cost	The estimated cost of Plant for a single unit of the selected Unit Type when the SOR is applied to a Task. Note: Where the Unit Type is Quantity or Quantity - Decimal, the calculation for the Task is a straightforward X multiplied by Y. When the unit type is Squared (or Cubed) the SOR, the Task has different fields to fill in and it will multiply costs by height, width (and possibly depth) instead.
Total Cost	Auto-calculated by adding the Labour, Stock and Plant Costs and will be used to calculate the Estimated Costs of Tasks where the rate is selected.
Sale Price	Available from 5.8.1.0 The Sale Price can be used to set an alternative Price for the rate item. This value is useful for indicating basic WIP or Sales Invoicing figures without complex invoicing rules in the Sales Invoicing Module.
Description Tab	Available from 5.8.1.0
Friendly Description	Available from 5.8.1.0 This field can be used to set an alternative description for the rate item. If present, this will be used in applications that show rates to customers (e.g. AtYourService)
Long Description	The long description of the Master Rate Item.

Complete the fields and click Save. Once the Master Rate Item has been completed and saved a sub navigation will appear to allow the assignment of Master Rate Items to Contracts:

Contract Rates

Contract Rates - sub navigation

Master Rate Item Toolbar Icons

Icon	Feature	Description
	Save Button Group	Save \| Save and New \| Save and Close
	Copy	Available from 5.8.1.0 It is possible to create a copy of the current Master Rate Item record by clicking the Copy button in the toolbar. When clicked, the page enters Copy Mode. All values from the 'original' Master Rate Item record are retained when in Copy Mode and can be changed where necessary.
	Status Change Button	Available from 5.8.1.0 The button opens an expandable group containing buttons for all available state transitions: Active - Activate Master Schedule of Rate Suspended - Suspend Master Schedule of Rate History - Send Master Schedule of Rate to History Selecting a state from the group will change the Status of the current Master Rate Item to the selected value.
	Refresh from Master Rate	Available from 5.8.1.0 Click the button to replace the SOR Item field values using the current values from the associated Master SOR Item. Note: The button is disabled if the current Schedule Of Rates Item is not linked to a Master SOR Item.