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We have customers with varied rates. For example, their non-contract rate may be $150 for a senior but their contract rate may be $0 (they pay monthly so they're entitled to certain levels of support). Right now, the process for us to change the rate per SO per customer is extremely tedious and labor intensive. We were told that once we set the rate for the customer (through first round of billing), the rate sticks. It doesn't.
What we've done is take the default rate as a Price Book item and create various discount levels with the different possible rates. When we add the labor item via EZ Bill, we then have to change the Price Level to the one with the appropriate rate. This is a royal pain and slows down our billing process.
What's the best of way of dealing with this?
What we've done is take the default rate as a Price Book item and create various discount levels with the different possible rates. When we add the labor item via EZ Bill, we then have to change the Price Level to the one with the appropriate rate. This is a royal pain and slows down our billing process.
What's the best of way of dealing with this?
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