VERIFIED SOLUTION i
Confirm - Add percentage item to SOR of a job
UPDATED: April 19, 2017
To create a Percentage Adjustment SOR Item:
- Set the SOR Type drop-down list box to 'Percent Item'. This will automatically set the Price Per to 100.
- Set the Unit of Measure to 'Percent'. If this Unit of Measure is not available then create such a Unit of Measure (SOR Item Lookups). Ensure that this Unit of Measure doesn't have the Rate Uplift checkbox set.
- To create a discount item set the Target Rate to a negative number (e.g. - 1.00). To create a supplement item set the Target Rate to a positive number (e.g. 2.50).
- These Items must be added to the Contract Rates (BoQs) for each Contract and Price Factor that may use them. Ensure that the Rate matches the Target Rate of the SOR Item.
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