Configuring Services

Services can be configured in a variety of ways on a SDA tab.

 

 

Calculate implementation labor based on input cells that are set up for users to type in the number of PCs and servers in the configuration.

 

 

 

Use Calculate implementation labor for PCs based on the count of the “PC” item within the active quote file.

 

 

 

Let’s assume that you’ve set up part numbers XYZ and PDQ as follows:

 

 

 

If both items are configured in a particular quotation, then SDA will sum the installation hours and design hours against labor categories “A” and “B”. Then assign different hourly labor rates against each of the labor categories on the configuration tab.

 

For installation or design labor hours for a labor category, prefix the labor category with Install or Design and use the item calculation syntax, as follows:

 

=SUMIF(Item,”[“Install” or “Design”][Labor Category]”,ItemTotal)

 

For example, to sum up the installation labor hours for Labor Category “A”, use the following formula:

 

=SUMIF(Item,”InstallA”,ItemTotal)

 

Design hours for Labor Category “A”, use the following formula:

 

=SUMIF(Item,”DesignA”,ItemTotal)

 

Parts that do not have a Labor Category associated with them, but have installation or design hours associated with them, use the InstallNoLaborCat and DesignNoLaborCat item references.

 

To sum up installation hours for parts without an associated Labor Category, use the following formula:

 

=SUMIF(Item,”InstallNoLaborCat”,ItemTotal)

 

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