Project - Time and Materials - Markup Materials

Epicor ERP 9
1

Hi All,

E9.05.702A

On the labor side, I can charge a billing rate, which is different than my cost rate, for labor by using Role Codes.
How do I apply a markup to the materials side? It looks like the answer might be on the Contract → Project Billing invoicing → T&M and Cost Plus → Fees but it looks like this would apply a straight markup for all materials on a particular invoice as opposed to have a percentage markup at the item level.

JOE ROJAS
Epicor Applications Manager
VENTION MEDICAL + DESIGN & DEVELOPMENT
Advancing Your Innovations For Health

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2

Joe,

I believe that is correct, it will apply to all materials. How many materials do you have? Do you need it priced out individually? If you have the training modules, Epicor actually has some good training classes that work through each project billing scenario.

The whole Project billing process was a little to time consuming for us. So for small jobs we just create a sales order, tie a project ID to it, and then use a dashboard to create a misc invoice. Since the sales order has the project ID, the numbers work out on the project revenue side. Just a thought, makes the overall process much easier, at least for us. We’re a construction company so everything we do is project based.

Just some thoughts. Happy to bounce ideas back and forth with you.
-Bobby